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Alerian MLP Index ETNs due January 28 2044

55 hedge funds and large institutions have $367M invested in Alerian MLP Index ETNs due January 28 2044 in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-7
Holders Change %
-11.29%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
21
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$104M +$1.71M +56,585 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$56.9M -$27.5M -910,000 -33%
EH
3
Equitable Holdings
New York
$28.9M +$2.97M +98,231 +11%
KeyBank National Association
4
KeyBank National Association
Ohio
$20M +$377K +12,452 +2%
WA
5
Waverly Advisors
Alabama
$15.9M -$269K -8,888 -2%
NC
6
NBW Capital
Massachusetts
$15.9M -$338K -11,165 -2%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.7M +$534K +17,375 +4%
LPL Financial
8
LPL Financial
California
$13.6M +$810K +26,774 +6%
Goldman Sachs
9
Goldman Sachs
New York
$13M +$161K +5,313 +1%
OPCM
10
Osborne Partners Capital Management
California
$11.5M -$220K -7,256 -2%
Morgan Stanley
11
Morgan Stanley
New York
$8.28M -$20.2M -666,248 -71%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.98M -$1.29M -42,755 -14%
NB
13
Nicolet Bankshares
Wisconsin
$5.84M -$310K -10,256 -5%
VA
14
Vident Advisory
Georgia
$5.72M -$175K -5,785 -3%
MCM
15
MAI Capital Management
Ohio
$5.69M -$13K -428 -0.2%
FA
16
FF Advisors
California
$4.85M +$220K +7,254 +5%
EHC
17
Everett Harris & Co
California
$3.27M +$5.45K +180 +0.2%
LSPW
18
Lake Street Private Wealth
Illinois
$3.07M +$111K +3,675 +4%
NEAM
19
New England Asset Management
Connecticut
$2.81M
UCFA
20
United Capital Financial Advisors
Texas
$2.78M
PFBT
21
Parkside Financial Bank & Trust
Missouri
$1.82M -$1.37M -45,437 -43%
CAG
22
Crestwood Advisors Group
Massachusetts
$1.76M -$135K -4,453 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.57M +$1.26M +41,642 +408%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.52M -$121K -3,993 -7%
HW
25
Hancock Whitney
Mississippi
$1.49M -$58.2K -1,924 -4%