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Global X MLP ETF

142 hedge funds and large institutions have $531M invested in Global X MLP ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $469M → $531M (+$61.9M)

0.61% less ownership

Funds ownership: 10.55%9.95% (-0.61%)

3% less funds holding

Funds holding: 147142 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
17
Increased
68
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tradewinds Capital Management
Washington
$3.84M +$3.69M +70,959 +5,938%
LPL Financial
27
LPL Financial
California
$3.72M +$434K +8,359 +14%
EDRIA
28
Edmonds Duncan Registered Investment Advisors
Kansas
$3.64M +$62K +1,193 +2%
WA
29
WESPAC Advisors
California
$3.14M +$190K +3,656 +7%
HCA
30
Horan Capital Advisors
Ohio
$2.87M -$542K -10,436 -16%
LWS
31
Lucia Wealth Services
California
$2.58M +$363K +6,980 +17%
PI
32
PFS Investments
Georgia
$2.05M +$314K +6,035 +19%
AWMS
33
Advocacy Wealth Management Services
Georgia
$2.01M -$1.7M -32,767 -47%
BlackRock
34
BlackRock
New York
$1.98M -$159K -3,059 -8%
MSAM
35
Moloney Securities Asset Management
Missouri
$1.89M +$474K +9,114 +35%
SLWS
36
Swaine & Leidel Wealth Services
Florida
$1.86M +$352K +6,771 +24%
ACA
37
Atlas Capital Advisors
Wyoming
$1.84M -$12.5K -241 -0.7%
KAM
38
Kazazian Asset Management
Florida
$1.83M +$241K +4,644 +16%
AC
39
Almitas Capital
California
$1.7M +$143K +2,753 +9%
WIA
40
Wealthstreet Investment Advisors
Texas
$1.68M +$282K +5,425 +21%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$1.58M -$49K -944 -3%
AWA
42
Arete Wealth Advisors
Illinois
$1.26M -$252K -4,849 -17%
ACP
43
Arcus Capital Partners
Georgia
$1.25M +$24.3K +468 +2%
NGA
44
Naples Global Advisors
Florida
$1.24M +$47K +904 +4%
CA
45
Cetera Advisors
Colorado
$1.14M +$189K +3,642 +20%
TFCP
46
Twin Focus Capital Partners
Massachusetts
$1.14M +$882K +16,967 +383%
AG
47
Advisor Group
Arizona
$1.07M +$39.7K +764 +4%
CA
48
Cornerstone Advisory
Maryland
$1.04M +$231K +4,447 +29%
SFA
49
Semmax Financial Advisors
North Carolina
$1M +$508K +9,773 +107%
PG
50
Pendal Group
Australia
$971K +$948K +18,250 New

MLPA Hedge Fund Activity: Q1 2019 in Review

142 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2019, worth a combined $531M — up 13% from $469M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MLPA and 17 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 68 added.

The largest buyer was Wells Fargo, adding an estimated $9.97M. The largest seller was Gradient Investments, cutting an estimated $23.6M.

  • 142 institutional investors held Global X MLP ETF (MLPA) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $531M of Global X MLP ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q1 2019 and 20 closed out, a net change of -3 holders.
  • The largest Global X MLP ETF buyer in Q1 2019 was Wells Fargo, an estimated $9.97M added.
  • The largest Global X MLP ETF seller in Q1 2019 was Gradient Investments, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2019.