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Alerian MLP Index ETNs due January 28 2044

57 hedge funds and large institutions have $370M invested in Alerian MLP Index ETNs due January 28 2044 in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

6.54% less ownership

Funds ownership: 58.63%52.1% (-6.5%)

8% less funds holding

Funds holding: 6257 (-5)

13% less capital invested

Capital invested by funds: $427M → $370M (-$56.8M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
22
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$104M +$1.7M +56,585 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$56.9M -$27.4M -910,000 -33%
EH
3
Equitable Holdings
New York
$28.9M +$2.96M +98,231 +11%
KeyBank National Association
4
KeyBank National Association
Ohio
$20M +$375K +12,452 +2%
WA
5
Waverly Advisors
Alabama
$15.9M -$268K -8,888 -2%
NC
6
NBW Capital
Massachusetts
$15.9M -$336K -11,165 -2%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.7M +$523K +17,375 +4%
LPL Financial
8
LPL Financial
California
$13.6M +$806K +26,774 +6%
Goldman Sachs
9
Goldman Sachs
New York
$13M +$160K +5,313 +1%
OPCM
10
Osborne Partners Capital Management
California
$11.5M -$219K -7,256 -2%
Morgan Stanley
11
Morgan Stanley
New York
$8.28M -$20.1M -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 -$309K -10,256 -5%
VA
14
Vident Advisory
Georgia
$5.72M -$174K -5,785 -3%
MCM
15
MAI Capital Management
Ohio
$5.69M -$12.9K -428 -0.2%
FA
16
FF Advisors
California
$4.85M +$219K +7,254 +5%
EHC
17
Everett Harris & Co
California
$3.27M +$5.42K +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
SWIM
21
Smallwood Wealth Investment Management
New Jersey
$2.73M +$73.9K +2,455 +3%
PFBT
22
Parkside Financial Bank & Trust
Missouri
$1.82M -$1.37M -45,437 -43%
CAG
23
Crestwood Advisors Group
Massachusetts
$1.76M -$134K -4,453 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.57M +$1.25M +41,642 +408%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.52M -$120K -3,993 -7%

AMJB Hedge Fund Activity: Q2 2025 in Review

57 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP Index ETNs due January 28 2044 (AMJB) for Q2 2025, worth a combined $370M — down 13% from $427M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AMJB and 3 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was Equitable Holdings, adding an estimated $2.96M. The largest seller was JP Morgan Chase, cutting an estimated $27.4M.

  • 57 institutional investors held Alerian MLP Index ETNs due January 28 2044 (AMJB) as of Q2 2025, down from 62 in Q1 2025.
  • Funds reported $370M of Alerian MLP Index ETNs due January 28 2044 stock for Q2 2025, down 13% quarter-over-quarter.
  • 3 funds opened new Alerian MLP Index ETNs due January 28 2044 positions in Q2 2025 and 8 closed out, a net change of -5 holders.
  • The largest Alerian MLP Index ETNs due January 28 2044 buyer in Q2 2025 was Equitable Holdings, an estimated $2.96M added.
  • The largest Alerian MLP Index ETNs due January 28 2044 seller in Q2 2025 was JP Morgan Chase, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2025.