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Global X MLP ETF
MLPA

Overview Fund Activity

140 hedge funds and large institutions have $530M invested in Global X MLP ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-2
Holders Change %
-1.41%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
18
Increased
66
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$10.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.63M
3
CSIA
Charles Schwab Investment Advisory
California
+$5.11M
4
Morgan Stanley
Morgan Stanley
New York
+$4.59M
5
UBS Group
UBS Group
Switzerland
+$1.81M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$6.14M
2
Bank of America
Bank of America
North Carolina
-$5.5M
3
TCM
Tradewinds Capital Management
Washington
-$3.73M
4
ECM
Evergreen Capital Management
Washington
-$2.16M
5
QI
QS Investors
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WESPAC Advisors
California
$3.47M +$349K +6,601 +11%
LPL Financial
27
LPL Financial
California
$3.11M -$585K -11,054 -16%
LWS
28
Lucia Wealth Services
California
$2.69M +$121K +2,281 +5%
HCA
29
Horan Capital Advisors
Ohio
$2.64M -$215K -4,057 -8%
PI
30
PFS Investments
Georgia
$2.47M +$386K +7,145 +19%
BlackRock
31
BlackRock
New York
$2.34M +$373K +7,040 +19%
SLWS
32
Swaine & Leidel Wealth Services
Florida
$2.27M +$422K +7,974 +23%
ACA
33
Atlas Capital Advisors
Wyoming
$2.1M +$265K +5,002 +14%
MSAM
34
Moloney Securities Asset Management
Missouri
$1.95M +$67.7K +1,279 +4%
WIA
35
Wealthstreet Investment Advisors
Texas
$1.87M +$203K +3,833 +12%
ECM
36
Evergreen Capital Management
Washington
$1.84M -$2.16M -40,784 -54%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$1.71M +$142K +2,688 +9%
AC
38
Almitas Capital
California
$1.69M – – –
AWMS
39
Advocacy Wealth Management Services
Georgia
$1.63M -$344K -6,492 -17%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.59M +$1.27M +24,009 +401%
AG
41
Advisor Group
Arizona
$1.43M +$365K +6,891 +34%
NGA
42
Naples Global Advisors
Florida
$1.38M +$149K +2,812 +12%
CA
43
Cetera Advisors
Colorado
$1.29M +$159K +3,018 +14%
KAM
44
Kazazian Asset Management
Florida
$1.29M -$531K -10,044 -29%
SAM
45
Symphony Asset Management
California
$1.25M +$1.25M +23,582 New
FF
46
Friedenthal Financial
New Jersey
$1.21M +$1.21M +22,776 New
TFCP
47
Twin Focus Capital Partners
Massachusetts
$1.13M – – –
Ameriprise
48
Ameriprise
Minnesota
$1.03M +$218K +4,116 +27%
AWA
49
Arete Wealth Advisors
Illinois
$970K -$287K -5,422 -23%
CA
50
Cornerstone Advisory
Maryland
$964K -$73K -1,380 -7%
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