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Global X MLP ETF

74 hedge funds and large institutions have $337M invested in Global X MLP ETF in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $266M → $337M (+$70.8M)

25% more funds holding

Funds holding: 5974 (+15)

0.42% more ownership

Funds ownership: 10.6%11.02% (+0.42%)

Holders
74
Holders Change
+15
Holders Change %
+25.42%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
35
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$1.03M +$1.05M +14,949 New
CAL
27
Capital Advisors Ltd
Ohio
$1.03M +$141 +2 +0%
WIC
28
Whitegate Investment Counselors
New Hampshire
$830K +$150K +2,126 +22%
LS
29
Lattice Strategies
Pennsylvania
$821K -$12K -170 -1%
PA
30
Pinnacle Associates
New York
$776K +$14.6K +208 +2%
AWA
31
Arete Wealth Advisors
Illinois
$765K +$551K +7,824 +248%
AA
32
Advisory Alpha
Michigan
$695K +$702K +9,975 New
NR
33
Newfound Research
Massachusetts
$692K -$53.1K -755 -7%
MSAM
34
Moloney Securities Asset Management
Missouri
$657K +$83.8K +1,191 +14%
WIA
35
Westbourne Investment Advisors
Maryland
$643K -$4.08K -58 -0.6%
CAM
36
Carret Asset Management
New York
$641K +$96.2K +1,367 +17%
DADC
37
D.A. Davidson & Co
Montana
$638K +$212K +3,018 +49%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$574K +$428K +6,087 +284%
SI
39
Stephens Inc
Arkansas
$456K
AWMG
40
Alliance Wealth Management Group
New Jersey
$447K +$451K +6,410 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$349K -$7.53K -107 -2%
LPL Financial
42
LPL Financial
California
$297K +$40.5K +575 +16%
AIP
43
Almanack Investment Partners
Pennsylvania
$297K +$300K +4,257 New
JMPWA
44
JP Morgan Private Wealth Advisors
California
$281K +$284K +4,037 New
AWM
45
AE Wealth Management
Kansas
$260K +$262K +3,723 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$255K +$34.5K +490 +15%
VF
47
Virtu Financial
New York
$253K +$255K +3,628 New
AI
48
Atria Investments
North Carolina
$226K +$228K +3,245 New
Ameriprise
49
Ameriprise
Minnesota
$216K +$45.9K +652 +27%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$210K +$52.1K +741 +33%

MLPA Hedge Fund Activity: Q1 2017 in Review

74 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2017, worth a combined $337M — up 27% from $266M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPA positions and 6 closed out — a net gain of 15 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $14.4M. The largest seller was Bank of America, cutting an estimated $4.08M.

  • 74 institutional investors held Global X MLP ETF (MLPA) as of Q1 2017, up from 59 in Q4 2016.
  • Funds reported $337M of Global X MLP ETF stock for Q1 2017, up 27% quarter-over-quarter.
  • 21 funds opened new Global X MLP ETF positions in Q1 2017 and 6 closed out, a net change of +15 holders.
  • The largest Global X MLP ETF buyer in Q1 2017 was AllianceBernstein, an estimated $14.4M added.
  • The largest Global X MLP ETF seller in Q1 2017 was Bank of America, an estimated $4.08M sold.

Based on aggregated 13F filings for Q1 2017.