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Alerian MLP Index ETNs due January 28 2044

68 hedge funds and large institutions have $364M invested in Alerian MLP Index ETNs due January 28 2044 in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more funds holding

Funds holding: 5768 (+11)

5% more capital invested

Capital invested by funds: $348M → $364M (+$15.7M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
14
Increased
19
Reduced
25
Closed
2
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 -$1.09M -36,679 -1%
JP Morgan Chase
2
JP Morgan Chase
New York
$70.1M +$9.95M +335,000 +17%
EH
3
Equitable Holdings
New York
$35.8M +$3.55M +119,410 +11%
KeyBank National Association
4
KeyBank National Association
Ohio
$19.4M +$175K +5,886 +0.9%
LPL Financial
5
LPL Financial
California
$15M +$354K +11,905 +2%
WA
6
Waverly Advisors
Alabama
$12.9M -$2.28M -76,897 -15%
OPCM
7
Osborne Partners Capital Management
California
$11M -$197K -6,636 -2%
Goldman Sachs
8
Goldman Sachs
New York
$9.81M -$335K -11,281 -3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$8.38M -$230K -7,755 -3%
NAS
10
Nicolet Advisory Services
Wisconsin
$6.55M -$8.34M -280,701 -57%
FA
11
FF Advisors
California
$5.27M +$536K +18,045 +11%
MCM
12
MAI Capital Management
Ohio
$5.19M -$332K -11,164 -6%
NCM
13
Noesis Capital Mangement
Florida
$4.72M +$4.69M +157,742 New
VA
14
Vident Advisory
Georgia
$4.37M -$600K -20,189 -12%
LSPW
15
Lake Street Private Wealth
Illinois
$4.33M +$334K +11,250 +8%
NB
16
Nicolet Bankshares
Wisconsin
$4.29M -$1.54M -51,686 -27%
RPG
17
Risk Paradigm Group
Texas
$3.02M +$3M +101,073 New
EHC
18
Everett Harris & Co
California
$3.02M -$66.3K -2,230 -2%
SWIM
19
Smallwood Wealth Investment Management
New Jersey
$2.75M -$83.8K -2,821 -3%
UCFA
20
United Capital Financial Advisors
Texas
$2.75M
ACP
21
Argyle Capital Partners
California
$2.21M +$90.3K +3,038 +4%
AP
22
Americana Partners
Texas
$2.05M +$2.04M +68,549 New
MPCL
23
My Personal CFO LLC
Washington
$1.86M +$1.85M +62,124 New
Morgan Stanley
24
Morgan Stanley
New York
$1.64M -$62.7K -2,110 -4%
HW
25
Hancock Whitney
Mississippi
$1.44M -$33.5K -1,128 -2%

AMJB Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP Index ETNs due January 28 2044 (AMJB) for Q4 2025, worth a combined $364M — up 4.5% from $348M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AMJB positions and 2 closed out — a net gain of 12 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.95M. The largest seller was Nicolet Advisory Services, cutting an estimated $8.34M.

  • 68 institutional investors held Alerian MLP Index ETNs due January 28 2044 (AMJB) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $364M of Alerian MLP Index ETNs due January 28 2044 stock for Q4 2025, up 4.5% quarter-over-quarter.
  • 14 funds opened new Alerian MLP Index ETNs due January 28 2044 positions in Q4 2025 and 2 closed out, a net change of +12 holders.
  • The largest Alerian MLP Index ETNs due January 28 2044 buyer in Q4 2025 was JP Morgan Chase, an estimated $9.95M added.
  • The largest Alerian MLP Index ETNs due January 28 2044 seller in Q4 2025 was Nicolet Advisory Services, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2025.