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Alerian MLP Index ETNs due January 28 2044

70 hedge funds and large institutions have $422M invested in Alerian MLP Index ETNs due January 28 2044 in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $364M → $422M (+$57.6M)

3% more funds holding

Funds holding: 6870 (+2)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
24
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
1
CIBC Bancorp USA
Illinois
$128M +$124M +3,707,220 New
JP Morgan Chase
2
JP Morgan Chase
New York
$75.8M -$6.13M -184,000 -8%
EH
3
Equitable Holdings
New York
$38.3M +$2.85M +85,520 +7%
KeyBank National Association
4
KeyBank National Association
Ohio
$20.6M -$1.79M -53,590 -8%
LPL Financial
5
LPL Financial
California
$17.6M +$241K +7,238 +1%
OPCM
6
Osborne Partners Capital Management
California
$12.7M -$22.6K -677 -0.2%
WA
7
Waverly Advisors
Alabama
$12.2M -$2.59M -77,800 -18%
Goldman Sachs
8
Goldman Sachs
New York
$11.8M +$474K +14,231 +4%
NB
9
Nicolet Bankshares
Wisconsin
$11.3M +$6.23M +187,085 +131%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.26M -$405K -12,159 -4%
FA
11
FF Advisors
California
$6.78M +$746K +22,383 +13%
VA
12
Vident Advisory
Georgia
$6.71M +$1.6M +47,937 +33%
MCM
13
MAI Capital Management
Ohio
$5.93M -$64.6K -1,938 -1%
NCM
14
Noesis Capital Mangement
Florida
$5.41M -$40.7K -1,220 -0.8%
LSPW
15
Lake Street Private Wealth
Illinois
$5.08M +$73.3K +2,200 +2%
RFWA
16
RPg Family Wealth Advisory
Massachusetts
$4.17M +$4.02M +120,578 New
RPG
17
Risk Paradigm Group
Texas
$3.88M +$369K +11,075 +11%
EHC
18
Everett Harris & Co
California
$3.41M -$71.5K -2,145 -2%
UCFA
19
United Capital Financial Advisors
Texas
$3.18M
SWIM
20
Smallwood Wealth Investment Management
New Jersey
$3.18M -$5.93K -178 -0.2%
AP
21
Americana Partners
Texas
$2.45M +$81.1K +2,433 +4%
ACP
22
Argyle Capital Partners
California
$2.44M -$108K -3,251 -4%
MPCL
23
My Personal CFO LLC
Washington
$2.15M
UBS Group
24
UBS Group
Switzerland
$2.13M +$2.04M +61,232 +13,084%
Morgan Stanley
25
Morgan Stanley
New York
$1.91M +$7.33K +220 +0.4%