We are live on ! Find out more
MLPA icon

Global X MLP ETF

107 hedge funds and large institutions have $462M invested in Global X MLP ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $256M → $462M (+$206M)

56.41% more ownership

Funds ownership: 9.47%65.88% (+56%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

35% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 49

36% less funds holding

Funds holding: 168107 (-61)

76% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 80

Holders
107
Holders Change
-61
Holders Change %
-36.31%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
32
Reduced
49
Closed
80
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.59M +$841K +31,158 +114%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.54M -$728K -26,961 -32%
PI
28
PFS Investments
Georgia
$1.47M -$773K -28,629 -35%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.39M +$6.7K +248 +0.5%
AWM
30
Apollon Wealth Management
South Carolina
$1.34M -$58.6K -2,169 -4%
LPL Financial
31
LPL Financial
California
$1.29M +$141K +5,204 +12%
FAAS
32
First Allied Advisory Services
California
$1.22M -$3K -111 -0.2%
Ameriprise
33
Ameriprise
Minnesota
$1.16M +$499K +18,468 +76%
IC
34
Inscription Capital
Texas
$1.06M
FF
35
Friedenthal Financial
New Jersey
$949K -$580K -21,467 -38%
ACA
36
Atlas Capital Advisors
Wyoming
$906K +$25.4K +939 +3%
CST
37
Charles Schwab Trust
Nevada
$799K +$63.8K +2,362 +9%
WIA
38
Wealthstreet Investment Advisors
Texas
$762K +$43.5K +1,613 +6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$673K +$260K +9,647 +64%
CAM
40
Cresset Asset Management
Illinois
$671K -$12.6K -467 -2%
TI
41
Trexquant Investment
Connecticut
$666K +$73.7K +2,731 +13%
XS
42
XR Securities
Illinois
$637K -$888K -32,883 -58%
AWA
43
Arete Wealth Advisors
Illinois
$629K -$9.96K -369 -2%
Jane Street
44
Jane Street
New York
$561K -$41.3K -1,531 -7%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$547K +$88K +3,261 +19%
CAN
46
Cetera Advisor Networks
California
$546K -$66.8K -2,476 -11%
WIC
47
Whitegate Investment Counselors
New Hampshire
$538K -$36.4K -1,348 -6%
Lido Advisors
48
Lido Advisors
California
$532K +$124K +4,595 +22%
AWM
49
AE Wealth Management
Kansas
$499K +$190K +7,034 +62%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$483K +$479K +17,740 New

MLPA Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2020, worth a combined $462M — up 81% from $256M a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MLPA and 19 opened new positions — a net loss of 61 holders — while 49 trimmed existing stakes and 32 added.

The largest buyer was Creative Planning, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.

  • 107 institutional investors held Global X MLP ETF (MLPA) as of Q2 2020, down from 168 in Q1 2020.
  • Funds reported $462M of Global X MLP ETF stock for Q2 2020, up 81% quarter-over-quarter.
  • 19 funds opened new Global X MLP ETF positions in Q2 2020 and 80 closed out, a net change of -61 holders.
  • The largest Global X MLP ETF buyer in Q2 2020 was Creative Planning, an estimated $108M added.
  • The largest Global X MLP ETF seller in Q2 2020 was Morgan Stanley, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.