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Global X MLP ETF

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

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% less capital invested

Capital invested by funds: $531M → $530M (-$1.15M)

0.31% less ownership

Funds ownership: 9.95%9.63% (-0.31%)

1% less funds holding

Funds holding: 142140 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
-2
Holders Change %
-1.41%
% of All Funds
3.04%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
WESPAC Advisors
California
$3.47M +$348K +6,601 +11%
LPL Financial
27
LPL Financial
California
$3.11M -$583K -11,054 -16%
LWS
28
Lucia Wealth Services
California
$2.69M +$120K +2,281 +5%
HCA
29
Horan Capital Advisors
Ohio
$2.64M -$214K -4,057 -8%
PI
30
PFS Investments
Georgia
$2.47M +$377K +7,145 +19%
BlackRock
31
BlackRock
New York
$2.34M +$371K +7,040 +19%
SLWS
32
Swaine & Leidel Wealth Services
Florida
$2.27M +$420K +7,974 +23%
ACA
33
Atlas Capital Advisors
Wyoming
$2.1M +$264K +5,002 +14%
MSAM
34
Moloney Securities Asset Management
Missouri
$1.95M +$67.4K +1,279 +4%
WIA
35
Wealthstreet Investment Advisors
Texas
$1.87M +$202K +3,833 +12%
ECM
36
Evergreen Capital Management
Washington
$1.84M -$2.15M -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 -$342K -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 +$363K +6,891 +34%
NGA
42
Naples Global Advisors
Florida
$1.38M +$148K +2,812 +12%
CA
43
Cetera Advisors
Colorado
$1.29M +$159K +3,018 +14%
KAM
44
Kazazian Asset Management
Florida
$1.28M -$529K -10,044 -29%
SAM
45
Symphony Asset Management
California
$1.25M +$1.24M +23,582 New
FF
46
Friedenthal Financial
New Jersey
$1.21M +$1.2M +22,776 New
TFCP
47
Twin Focus Capital Partners
Massachusetts
$1.13M
Ameriprise
48
Ameriprise
Minnesota
$1.03M +$217K +4,116 +27%
AWA
49
Arete Wealth Advisors
Illinois
$970K -$286K -5,422 -23%
CA
50
Cornerstone Advisory
Maryland
$964K -$72.7K -1,380 -7%

MLPA Hedge Fund Activity: Q2 2019 in Review

140 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2019, worth a combined $530M — down 0.22% from $531M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLPA positions and 17 closed out — a net gain of 1 holder — while 66 added to existing stakes and 43 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $10.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.14M sold.

  • 140 institutional investors held Global X MLP ETF (MLPA) as of Q2 2019, down from 142 in Q1 2019.
  • Funds reported $530M of Global X MLP ETF stock for Q2 2019, down 0.22% quarter-over-quarter.
  • 18 funds opened new Global X MLP ETF positions in Q2 2019 and 17 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2019 was Mercer Global Advisors, an estimated $10.2M added.
  • The largest Global X MLP ETF seller in Q2 2019 was Citadel Advisors, an estimated $6.14M sold.

Based on aggregated 13F filings for Q2 2019.