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Global X MLP ETF

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

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8% more funds holding

Funds holding: 140151 (+11)

2% more capital invested

Capital invested by funds: $530M → $539M (+$8.88M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.25% less ownership

Funds ownership: 9.63%9.38% (-0.25%)

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
3.31%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$3.04M -$312K -6,053 -9%
PI
27
PFS Investments
Georgia
$2.65M +$362K +7,034 +15%
Ameriprise
28
Ameriprise
Minnesota
$2.62M +$1.68M +32,648 +168%
BlackRock
29
BlackRock
New York
$2.55M +$332K +6,448 +15%
HCA
30
Horan Capital Advisors
Ohio
$2.5M -$6.91K -134 -0.3%
LWS
31
Lucia Wealth Services
California
$2.43M -$127K -2,460 -5%
SLWS
32
Swaine & Leidel Wealth Services
Florida
$2.38M +$225K +4,360 +10%
ACA
33
Atlas Capital Advisors
Wyoming
$2.14M +$146K +2,826 +7%
WIA
34
Wealthstreet Investment Advisors
Texas
$1.95M +$293K +5,692 +16%
MSAM
35
Moloney Securities Asset Management
Missouri
$1.85M -$979 -19 -0.1%
ECM
36
Evergreen Capital Management
Washington
$1.75M
AG
37
Advisor Group
Arizona
$1.68M +$333K +6,459 +24%
TW
38
TrinityPoint Wealth
Connecticut
$1.66M +$1.77M +34,340 New
CAM
39
Cresset Asset Management
Illinois
$1.65M +$1.02M +19,857 +155%
AC
40
Almitas Capital
California
$1.61M
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.55M +$39.4K +764 +3%
FF
42
Friedenthal Financial
New Jersey
$1.44M +$298K +5,779 +25%
AWMS
43
Advocacy Wealth Management Services
Georgia
$1.43M -$125K -2,426 -8%
NGA
44
Naples Global Advisors
Florida
$1.39M +$75.3K +1,461 +6%
CA
45
Cetera Advisors
Colorado
$1.32M +$90.1K +1,749 +7%
KAM
46
Kazazian Asset Management
Florida
$1.22M
BWL
47
Bogart Wealth LLC
Virginia
$1.2M +$1.04M +20,097 +523%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$1.08M
DADC
49
D.A. Davidson & Co
Montana
$1.04M +$216K +4,187 +25%
SAM
50
Symphony Asset Management
California
$1.02M -$169K -3,280 -14%

MLPA Hedge Fund Activity: Q3 2019 in Review

151 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2019, worth a combined $539M — up 1.7% from $530M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MLPA positions and 13 closed out — a net gain of 12 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was McGowan Group Asset Management, adding an estimated $11.2M. The largest seller was WESPAC Advisors, exiting entirely with an estimated $3.47M sold.

  • 151 institutional investors held Global X MLP ETF (MLPA) as of Q3 2019, up from 140 in Q2 2019.
  • Funds reported $539M of Global X MLP ETF stock for Q3 2019, up 1.7% quarter-over-quarter.
  • 25 funds opened new Global X MLP ETF positions in Q3 2019 and 13 closed out, a net change of +12 holders.
  • The largest Global X MLP ETF buyer in Q3 2019 was McGowan Group Asset Management, an estimated $11.2M added.
  • The largest Global X MLP ETF seller in Q3 2019 was WESPAC Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2019.