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Global X MLP ETF
MLPA

51 hedge funds and large institutions have $173M invested in Global X MLP ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

115% more capital invested

Capital invested by funds: $80.6M → $173M (+$92.7M)

55% more funds holding

Funds holding: 33 → 51 (+18)

1.43% more ownership

Funds ownership: 10.17% → 11.6% (+1.4%)

Holders
51
Holders Change
+18
Holders Change %
+54.55%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
16
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.6M
2
Bank of America
Bank of America
North Carolina
+$19.6M
3
Wells Fargo
Wells Fargo
California
+$8.27M
4
UBS Group
UBS Group
Switzerland
+$5.64M
5
HCM
Harvest Capital Management
New Hampshire
+$5.58M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$531K
2
SFM
Signet Financial Management
New Jersey
-$405K
3
MCM
Maryland Capital Management
Maryland
-$208K
4
VKH
Virtu KCG Holdings
New York
-$175K
5
Millennium Management
Millennium Management
New York
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$375K +$109K +1,683 +39%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$363K -$32K -494 -8%
LPL Financial
28
LPL Financial
California
$256K +$8.23K +127 +3%
SI
29
Stephens Inc
Arkansas
$244K +$254K +3,917 New
HFS
30
HL Financial Services
Kentucky
$229K +$238K +3,667 New
VWM
31
Venturi Wealth Management
Texas
$221K +$229K +3,538 New
TC
32
Taylor Cottrill
New Hampshire
$213K +$222K +3,417 New
SFM
33
Signet Financial Management
New Jersey
$207K -$405K -6,249 -65%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$190K +$190K +2,932 +2,618%
AWA
35
Arete Wealth Advisors
Illinois
$177K +$185K +2,847 New
JP Morgan Chase
36
JP Morgan Chase
New York
$169K +$175K +2,706 New
SMC
37
Smith, Moore & Co
Missouri
$159K – – –
BHBT
38
Burke & Herbert Bank & Trust
Virginia
$158K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$154K +$160K +2,471 New
SGAM
40
Steinberg Global Asset Management
Florida
$145K +$151K +2,325 New
VF
41
Virtu Financial
New York
$138K +$143K +2,212 New
CK
42
Carnick & Kubik
Colorado
$138K +$144K +2,217 New
AAM
43
Advisors Asset Management
Colorado
$109K +$73.4K +1,132 +183%
IA
44
IFP Advisors
Florida
$90K +$94K +1,450 New
Creative Planning
45
Creative Planning
Kansas
$38K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$15K +$7.46K +115 +86%
KF
47
Krilogy Financial
Missouri
$15K +$11.1K +171 +228%
AIG
48
American International Group
New York
$13K – – –
FPFS
49
First Personal Financial Services
North Carolina
$9K +$9.86K +152 New
WA
50
WFG Advisors
Texas
$4K +$65 +1 +1%
1
2
3

MLPA Hedge Fund Activity: Q4 2015 in Review

51 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2015, worth a combined $173M — up 115% from $80.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MLPA positions and 7 closed out — a net gain of 18 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.6M. The largest seller was Raymond James & Associates, cutting an estimated $531K.

  • 51 institutional investors held Global X MLP ETF (MLPA) as of Q4 2015, up from 33 in Q3 2015.
  • Funds reported $173M of Global X MLP ETF stock for Q4 2015, up 115% quarter-over-quarter.
  • 25 funds opened new Global X MLP ETF positions in Q4 2015 and 7 closed out, a net change of +18 holders.
  • The largest Global X MLP ETF buyer in Q4 2015 was Morgan Stanley, an estimated $28.6M added.
  • The largest Global X MLP ETF seller in Q4 2015 was Raymond James & Associates, an estimated $531K sold.

Based on aggregated 13F filings for Q4 2015.