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Global X MLP ETF
MLPA

Overview Fund Activity

176 hedge funds and large institutions have $679M invested in Global X MLP ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+25
Holders Change %
+16.56%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
76
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$49.7M
2
UBS Group
UBS Group
Switzerland
+$20.8M
3
BO
BRR OpCo
Ohio
+$16.4M
4
Bank of America
Bank of America
North Carolina
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$9.75M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.01M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.94M
3
MSAM
Moloney Securities Asset Management
Missouri
-$1.85M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$1.43M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$3.77M -$211K -4,470 -5%
WCM
27
Windham Capital Management
Massachusetts
$3.63M +$3.63M +76,694 New
RJA
28
Raymond James & Associates
Florida
$3.62M -$2.01M -42,610 -36%
ACA
29
Atlas Capital Advisors
Wyoming
$3.41M +$1.4M +29,618 +70%
PI
30
PFS Investments
Georgia
$3.36M +$866K +18,318 +35%
LPL Financial
31
LPL Financial
California
$3.17M -$1.14K -24 -0%
SLWS
32
Swaine & Leidel Wealth Services
Florida
$3.02M +$781K +16,529 +35%
Ameriprise
33
Ameriprise
Minnesota
$2.96M +$495K +10,468 +20%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.75M +$2.14M +45,281 +353%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.7M +$2.26M +47,751 +513%
GFPC
36
Global Financial Private Capital
Florida
$2.68M -$174K -3,685 -6%
BlackRock
37
BlackRock
New York
$2.64M +$243K +5,145 +10%
AIP
38
ARS Investment Partners
New York
$2.33M +$2.33M +49,213 New
RBC
39
Roble Belko & Company
Pennsylvania
$2.26M +$2.26M +47,806 New
HCA
40
Horan Capital Advisors
Ohio
$2.11M -$245K -5,179 -10%
LWS
41
Lucia Wealth Services
California
$2.07M -$213K -4,508 -9%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.71M -$1.94M -41,078 -53%
CAM
43
Cresset Asset Management
Illinois
$1.65M +$105K +2,211 +7%
TW
44
TrinityPoint Wealth
Connecticut
$1.61M -$17.5K -370 -1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.57M +$963K +20,370 +159%
MPCG
46
Matrix Private Capital Group
New York
$1.54M +$1.54M +32,615 New
FF
47
Friedenthal Financial
New Jersey
$1.51M +$156K +3,289 +12%
CA
48
Cetera Advisors
Colorado
$1.47M +$219K +4,623 +18%
WIA
49
Wealthstreet Investment Advisors
Texas
$1.45M -$491K -10,383 -25%
AC
50
Almitas Capital
California
$1.32M -$189K -4,000 -13%
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