We are live on ! Find out more
MLPA icon

Global X MLP ETF

82 hedge funds and large institutions have $422M invested in Global X MLP ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

25% more capital invested

Capital invested by funds: $337M → $422M (+$85.3M)

11% more funds holding

Funds holding: 7482 (+8)

0.94% more ownership

Funds ownership: 11.02%11.96% (+0.94%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
17
Increased
38
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$2.09M +$1.92M +28,721 +885%
AIP
27
Almanack Investment Partners
Pennsylvania
$2.09M +$1.85M +27,654 +650%
PFS
28
Prospera Financial Services
Texas
$1.82M +$106K +1,583 +6%
DADC
29
D.A. Davidson & Co
Montana
$1.73M +$1.15M +17,213 +188%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.43M +$7.55K +113 +0.5%
SCM
31
Sterling Capital Management
North Carolina
$1.14M -$336K -5,032 -22%
AWMG
32
Alliance Wealth Management Group
New Jersey
$1.1M +$699K +10,461 +163%
AWA
33
Arete Wealth Advisors
Illinois
$1.04M +$329K +4,930 +45%
CAM
34
Carret Asset Management
New York
$992K +$397K +5,941 +65%
RCA
35
Rowland Carmichael Advisors
Arizona
$989K +$1.01M +15,095 New
LS
36
Lattice Strategies
Pennsylvania
$974K +$206K +3,090 +26%
CAL
37
Capital Advisors Ltd
Ohio
$964K +$200 +3 +0%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$948K +$696K +10,429 +258%
AA
39
Advisory Alpha
Michigan
$886K +$245K +3,666 +37%
WIC
40
Whitegate Investment Counselors
New Hampshire
$806K +$26.7K +400 +3%
PA
41
Pinnacle Associates
New York
$764K +$35.7K +534 +5%
Jane Street
42
Jane Street
New York
$724K -$1.54M -23,107 -68%
NR
43
Newfound Research
Massachusetts
$696K +$46.3K +694 +7%
MSAM
44
Moloney Securities Asset Management
Missouri
$672K +$55.1K +825 +9%
WIA
45
Westbourne Investment Advisors
Maryland
$602K -$2.2K -33 -0.4%
FAAS
46
First Allied Advisory Services
California
$573K +$586K +8,773 New
OC
47
Oppenheimer & Co
New York
$466K +$475K +7,114 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$432K -$109K -1,632 -20%
SI
49
Stephens Inc
Arkansas
$429K
LPL Financial
50
LPL Financial
California
$379K +$102K +1,528 +36%

MLPA Hedge Fund Activity: Q2 2017 in Review

82 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2017, worth a combined $422M — up 25% from $337M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MLPA positions and 9 closed out — a net gain of 8 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Gradient Investments, adding an estimated $22M. The largest seller was AllianceBernstein, exiting entirely with an estimated $14.2M sold.

  • 82 institutional investors held Global X MLP ETF (MLPA) as of Q2 2017, up from 74 in Q1 2017.
  • Funds reported $422M of Global X MLP ETF stock for Q2 2017, up 25% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q2 2017 and 9 closed out, a net change of +8 holders.
  • The largest Global X MLP ETF buyer in Q2 2017 was Gradient Investments, an estimated $22M added.
  • The largest Global X MLP ETF seller in Q2 2017 was AllianceBernstein, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.