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Global X MLP ETF
MLPA

Overview Fund Activity

151 hedge funds and large institutions have $539M invested in Global X MLP ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
59
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGAM
McGowan Group Asset Management
Texas
+$10.9M
2
UBS Group
UBS Group
Switzerland
+$9.12M
3
CSIA
Charles Schwab Investment Advisory
California
+$6.91M
4
Morgan Stanley
Morgan Stanley
New York
+$3.07M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.51M

Top Sellers

1
WA
WESPAC Advisors
California
-$3.47M
2
CM
Columbus Macro
Pennsylvania
-$2.5M
3
FAAS
First Allied Advisory Services
California
-$2.46M
4
Wells Fargo
Wells Fargo
California
-$2.23M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$880K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
26
Global Financial Private Capital
Florida
$3.04M -$304K -6,053 -9%
PI
27
PFS Investments
Georgia
$2.65M +$354K +7,034 +15%
Ameriprise
28
Ameriprise
Minnesota
$2.62M +$1.64M +32,648 +168%
BlackRock
29
BlackRock
New York
$2.55M +$324K +6,448 +15%
HCA
30
Horan Capital Advisors
Ohio
$2.5M -$6.74K -134 -0.3%
LWS
31
Lucia Wealth Services
California
$2.43M -$124K -2,460 -5%
SLWS
32
Swaine & Leidel Wealth Services
Florida
$2.38M +$219K +4,360 +10%
ACA
33
Atlas Capital Advisors
Wyoming
$2.14M +$142K +2,826 +7%
WIA
34
Wealthstreet Investment Advisors
Texas
$1.95M +$270K +5,692 +16%
MSAM
35
Moloney Securities Asset Management
Missouri
$1.85M -$955 -19 -0.1%
ECM
36
Evergreen Capital Management
Washington
$1.75M – – –
AG
37
Advisor Group
Arizona
$1.68M +$325K +6,459 +24%
TW
38
TrinityPoint Wealth
Connecticut
$1.66M +$1.66M +34,340 New
CAM
39
Cresset Asset Management
Illinois
$1.65M +$999K +19,857 +155%
AC
40
Almitas Capital
California
$1.61M – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.55M +$38.4K +764 +3%
FF
42
Friedenthal Financial
New Jersey
$1.44M +$291K +5,779 +25%
AWMS
43
Advocacy Wealth Management Services
Georgia
$1.43M -$122K -2,426 -8%
NGA
44
Naples Global Advisors
Florida
$1.39M +$73.4K +1,461 +6%
CA
45
Cetera Advisors
Colorado
$1.32M +$87.8K +1,749 +7%
KAM
46
Kazazian Asset Management
Florida
$1.22M – – –
BWL
47
Bogart Wealth LLC
Virginia
$1.2M +$1.01M +20,097 +523%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$1.08M – – –
DADC
49
D.A. Davidson & Co
Montana
$1.04M +$210K +4,187 +25%
SAM
50
Symphony Asset Management
California
$1.02M -$165K -3,280 -14%
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