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Global X MLP ETF

112 hedge funds and large institutions have $322M invested in Global X MLP ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

10% more funds holding

Funds holding: 102112 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less capital invested

Capital invested by funds: $362M → $322M (-$40M)

14.1% less ownership

Funds ownership: 63.98%49.88% (-14%)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
25
Reduced
41
Closed
17
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.6M +$1.5M +58,072 +34,983%
PI
27
PFS Investments
Georgia
$1.47M -$282K -10,909 -18%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.42M +$1.34M +51,788 New
VCM
29
Vivaldi Capital Management
Illinois
$1.34M -$349K -13,529 -22%
IC
30
Inscription Capital
Texas
$1.24M +$160K +6,183 +16%
Ameriprise
31
Ameriprise
Minnesota
$1.12M -$65.9K -2,550 -6%
Wolverine Trading
32
Wolverine Trading
Illinois
$1.01M +$960K +37,178 New
WIA
33
Wealthstreet Investment Advisors
Texas
$868K +$22.9K +886 +3%
RA
34
Rational Advisors
New York
$835K +$547K +21,177 +228%
FFWM
35
Future Financial Wealth Management
Ohio
$833K +$785K +30,386 New
ACA
36
Atlas Capital Advisors
Wyoming
$782K -$273K -10,562 -27%
LI
37
LVZ Inc
Michigan
$743K +$219K +8,470 +45%
Stifel Financial
38
Stifel Financial
Missouri
$733K +$174K +6,724 +34%
Mariner
39
Mariner
Kansas
$731K +$688K +26,646 New
HT
40
HAP Trading
New York
$727K -$733K -28,385 -52%
BIA
41
Barry Investment Advisors
Massachusetts
$680K -$2.39M -92,377 -79%
CAM
42
Cresset Asset Management
Illinois
$675K
GWM
43
Geneos Wealth Management
Colorado
$658K +$238K +9,206 +87%
SS
44
Sunbelt Securities
Texas
$623K +$254K +9,831 +76%
AWA
45
Arete Wealth Advisors
Illinois
$610K -$24.6K -953 -4%
CSIA
46
Charles Schwab Investment Advisory
California
$592K -$52.4M -2,029,448 -99%
AWM
47
Apollon Wealth Management
South Carolina
$574K -$982K -38,004 -64%
VVP
48
Venture Visionary Partners
Ohio
$558K +$526K +20,352 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$553K +$39.6K +1,533 +8%
FF
50
Friedenthal Financial
New Jersey
$538K -$270K -10,469 -35%

MLPA Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2020, worth a combined $322M — down 11% from $362M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 17 closed out — a net gain of 12 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $2.87M. The largest seller was UBS Group, cutting an estimated $54.4M.

  • 112 institutional investors held Global X MLP ETF (MLPA) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $322M of Global X MLP ETF stock for Q4 2020, down 11% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q4 2020 and 17 closed out, a net change of +12 holders.
  • The largest Global X MLP ETF buyer in Q4 2020 was Dynamic Advisor Solutions, an estimated $2.87M added.
  • The largest Global X MLP ETF seller in Q4 2020 was UBS Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q4 2020.