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Global X MLP ETF

130 hedge funds and large institutions have $623M invested in Global X MLP ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

2% more funds holding

Funds holding: 127130 (+3)

1% more capital invested

Capital invested by funds: $618M → $623M (+$4.64M)

0.31% less ownership

Funds ownership: 11.55%11.24% (-0.31%)

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.97%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
17
Increased
53
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
26
Kazazian Asset Management
Florida
$3.65M +$776K +13,333 +26%
WCM
27
Windham Capital Management
Massachusetts
$3.48M -$54.4K -935 -2%
WA
28
WESPAC Advisors
California
$3.32M +$1.51M +25,932 +81%
LPL Financial
29
LPL Financial
California
$3.25M +$1.24M +21,250 +60%
LWS
30
Lucia Wealth Services
California
$3.16M +$3.21M +55,148 New
AA
31
Advisory Alpha
Michigan
$3.16M +$376K +6,456 +12%
BEC
32
Blue Edge Capital
Virginia
$2.94M +$1.72M +29,580 +136%
SP
33
SWS Partners
Ohio
$2.67M +$58.3K +1,002 +2%
EDRIA
34
Edmonds Duncan Registered Investment Advisors
Kansas
$2.56M -$66.1K -1,136 -2%
PTCG
35
Pring Turner Capital Group
California
$2.3M -$22.4K -384 -0.9%
ACA
36
Atlas Capital Advisors
Wyoming
$1.83M +$1.81M +31,172 New
AWM
37
AE Wealth Management
Kansas
$1.81M -$21.1M -362,555 -92%
BlackRock
38
BlackRock
New York
$1.77M +$140K +2,402 +8%
PI
39
PFS Investments
Georgia
$1.7M +$595K +10,215 +52%
AWA
40
Arete Wealth Advisors
Illinois
$1.63M +$521K +8,946 +46%
WIA
41
Wealthstreet Investment Advisors
Texas
$1.53M +$390K +6,700 +34%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.42M +$287K +4,924 +25%
MSAM
43
Moloney Securities Asset Management
Missouri
$1.39M +$34.3K +589 +2%
ACP
44
Arcus Capital Partners
Georgia
$1.32M -$11.2K -193 -0.8%
WMG
45
WESCAP Management Group
California
$1.27M -$136K -2,338 -10%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.24M -$192K -3,303 -14%
NGA
47
Naples Global Advisors
Florida
$1.24M +$89.4K +1,536 +8%
CM
48
Columbus Macro
Pennsylvania
$1.18M +$212K +3,647 +22%
FAAS
49
First Allied Advisory Services
California
$1.17M +$282K +4,853 +31%
HH
50
Hilltop Holdings
Texas
$1.02M +$779K +13,388 +306%

MLPA Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2018, worth a combined $623M — up 0.75% from $618M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MLPA positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.4M. The largest seller was Simplicity Solutions, cutting an estimated $22.2M.

  • 130 institutional investors held Global X MLP ETF (MLPA) as of Q3 2018, up from 127 in Q2 2018.
  • Funds reported $623M of Global X MLP ETF stock for Q3 2018, up 0.75% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest Global X MLP ETF buyer in Q3 2018 was Tradewinds Capital Management, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q3 2018 was Simplicity Solutions, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.