AMJB icon

Alerian MLP Index ETNs due January 28 2044

62 hedge funds and large institutions have $427M invested in Alerian MLP Index ETNs due January 28 2044 in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
24
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$93M 3,396,366 +58,771 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$90.6M 2,790,023 -2,306,977 -45%
Morgan Stanley
3
Morgan Stanley
New York
$30.5M 939,818 +1,695 +0.2%
EH
4
Equitable Holdings
New York
$27.8M 856,631 +34,412 +4%
KeyBank National Association
5
KeyBank National Association
Ohio
$21.1M 648,747 -4,237 -0.6%
NC
6
NBW Capital
Massachusetts
$17.4M 535,320 -94,151 -15%
WA
7
Waverly Advisors
Alabama
$17.4M 535,320 +535,320 New
Goldman Sachs
8
Goldman Sachs
New York
$13.8M 424,550 +2,836 +0.7%
LPL Financial
9
LPL Financial
California
$13.7M 421,963 +128,019 +44%
NAS
10
Nicolet Advisory Services
Wisconsin
$12.9M 460,899 -20,725 -4%
OPCM
11
Osborne Partners Capital Management
California
$12.6M 386,637 -6,848 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$9.95M 306,396 -8,279 -3%
NB
13
Nicolet Bankshares
Wisconsin
$6.6M 203,240 -1,778 -0.9%
VA
14
Vident Advisory
Georgia
$6.32M 194,652 +1,179 +0.6%
MCM
15
MAI Capital Management
Ohio
$6.12M 188,311 -1,601 -0.8%
FA
16
FF Advisors
California
$4.53M 152,971 +10,476 +7%
EHC
17
Everett Harris & Co
California
$3.5M 107,730 -2,100 -2%
PFBT
18
Parkside Financial Bank & Trust
Missouri
$3.43M 105,703 -69,123 -40%
Citadel Advisors
19
Citadel Advisors
Florida
$3.28M 100,931 +100,931 New
LSPW
20
Lake Street Private Wealth
Illinois
$3.18M 97,810 +1,000 +1%
NEAM
21
New England Asset Management
Connecticut
$3.01M 92,750
UCFA
22
United Capital Financial Advisors
Texas
$2.99M 92,000
SWIM
23
Smallwood Wealth Investment Management
New Jersey
$2.85M 87,664 +1,895 +2%
CAG
24
Crestwood Advisors Group
Massachusetts
$2.03M 62,516 +62,516 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.76M 54,193 +62 +0.1%