Global X MLP ETF
MLPA
58 hedge funds and large institutions have $205M invested in Global X MLP ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 5 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $182M → $205M (+$22.1M)
9% more funds holding
Funds holding: 53 → 58 (+5)
0.29% less ownership
Funds ownership: 10.45% → 10.17% (-0.29%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.3M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$4.16M |
| 3 |
Morgan Stanley
New York
|
+$2.83M |
| 4 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$1.88M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$752K |
| 2 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$589K |
| 3 |
Goldman Sachs
New York
|
-$452K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$265K |
| 5 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$252K |
MLPA Hedge Fund Activity: Q3 2016 in Review
58 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2016, worth a combined $205M — up 12% from $182M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MLPA positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.3M. The largest seller was Cornerstone Advisory, cutting an estimated $752K.
- 58 institutional investors held Global X MLP ETF (MLPA) as of Q3 2016, up from 53 in Q2 2016.
- Funds reported $205M of Global X MLP ETF stock for Q3 2016, up 12% quarter-over-quarter.
- 10 funds opened new Global X MLP ETF positions in Q3 2016 and 5 closed out, a net change of +5 holders.
- The largest Global X MLP ETF buyer in Q3 2016 was Wells Fargo, an estimated $16.3M added.
- The largest Global X MLP ETF seller in Q3 2016 was Cornerstone Advisory, an estimated $752K sold.
Based on aggregated 13F filings for Q3 2016.