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Global X MLP ETF

127 hedge funds and large institutions have $618M invested in Global X MLP ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $476M → $618M (+$143M)

8% more funds holding

Funds holding: 118127 (+9)

0.04% more ownership

Funds ownership: 11.51%11.55% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
60
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.85M +$1.02M +18,715 +36%
WCM
27
Windham Capital Management
Massachusetts
$3.39M -$138K -2,526 -4%
AA
28
Advisory Alpha
Michigan
$2.95M +$559K +10,228 +25%
KAM
29
Kazazian Asset Management
Florida
$2.77M +$1.5M +27,395 +119%
EDRIA
30
Edmonds Duncan Registered Investment Advisors
Kansas
$2.52M +$4.37K +80 +0.2%
SP
31
SWS Partners
Ohio
$2.5M +$102K +1,863 +4%
AIP
32
Almanack Investment Partners
Pennsylvania
$2.3M -$418K -7,641 -15%
PTCG
33
Pring Turner Capital Group
California
$2.23M -$9.68K -177 -0.4%
CB
34
Community Bank
New York
$2.08M -$182K -3,334 -8%
LPL Financial
35
LPL Financial
California
$1.95M +$111K +2,039 +6%
WA
36
WESPAC Advisors
California
$1.76M -$1.19M -21,790 -40%
BlackRock
37
BlackRock
New York
$1.57M -$1.5M -27,464 -49%
WMG
38
WESCAP Management Group
California
$1.34M -$979K -17,903 -42%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.34M +$3.61K +66 +0.3%
MSAM
40
Moloney Securities Asset Management
Missouri
$1.3M +$161K +2,953 +14%
ACP
41
Arcus Capital Partners
Georgia
$1.28M -$4.05K -74 -0.3%
BEC
42
Blue Edge Capital
Virginia
$1.2M +$18.5K +338 +2%
SCM
43
Sterling Capital Management
North Carolina
$1.13M -$68.7K -1,257 -6%
NGA
44
Naples Global Advisors
Florida
$1.1M +$145K +2,648 +15%
WIA
45
Wealthstreet Investment Advisors
Texas
$1.1M +$598K +10,933 +121%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$1.09M +$482K +8,810 +79%
PI
47
PFS Investments
Georgia
$1.08M +$387K +7,079 +57%
AWA
48
Arete Wealth Advisors
Illinois
$1.07M +$73.4K +1,343 +7%
PAG
49
Pinnacle Advisory Group
Maryland
$1.04M +$588K +10,746 +130%
PA
50
Pinnacle Associates
New York
$1.01M -$11.5K -211 -1%

MLPA Hedge Fund Activity: Q2 2018 in Review

127 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2018, worth a combined $618M — up 30% from $476M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MLPA positions and 16 closed out — a net gain of 9 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $42.7M. The largest seller was Gradient Investments, cutting an estimated $5.89M.

  • 127 institutional investors held Global X MLP ETF (MLPA) as of Q2 2018, up from 118 in Q1 2018.
  • Funds reported $618M of Global X MLP ETF stock for Q2 2018, up 30% quarter-over-quarter.
  • 25 funds opened new Global X MLP ETF positions in Q2 2018 and 16 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q2 2018 was UBS Group, an estimated $42.7M added.
  • The largest Global X MLP ETF seller in Q2 2018 was Gradient Investments, an estimated $5.89M sold.

Based on aggregated 13F filings for Q2 2018.