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Global X MLP ETF

132 hedge funds and large institutions have $425M invested in Global X MLP ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,500% more call options, than puts

Call options by funds: $228K | Put options by funds: $3K

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $322M → $425M (+$103M)

18% more funds holding

Funds holding: 112132 (+20)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

2.39% more ownership

Funds ownership: 49.88%52.27% (+2.4%)

Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
43
Reduced
37
Closed
9
Calls
$228K
Puts
$3K
Net Calls
+$225K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
QI
26
QS Investors
New York
$3.05M -$575K -18,447 -17%
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$2.46M -$37.6K -1,207 -2%
MAM
28
Madison Asset Management
Wisconsin
$2.21M +$2.09M +66,914 New
CAWM
29
Capital Advisors Wealth Management
Washington
$2.2M +$2.07M +66,402 New
AWM
30
Apollon Wealth Management
South Carolina
$1.88M +$1.12M +36,022 +172%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.87M -$173K -5,541 -9%
VCM
32
Vivaldi Capital Management
Illinois
$1.8M -$4.61K -148 -0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.8M -$277K -8,875 -14%
PI
34
PFS Investments
Georgia
$1.59M -$33.7K -1,081 -2%
BIA
35
Barry Investment Advisors
Massachusetts
$1.57M +$704K +22,587 +91%
IC
36
Inscription Capital
Texas
$1.49M
Ameriprise
37
Ameriprise
Minnesota
$1.33M -$14.3K -460 -1%
LP
38
LGL Partners
Pennsylvania
$1.23M -$1.63M -52,189 -58%
SPIA
39
Steward Partners Investment Advisory
New York
$1.2M -$687K -22,052 -38%
LI
40
LVZ Inc
Michigan
$1.11M +$200K +6,418 +24%
FFWM
41
Future Financial Wealth Management
Ohio
$1.09M +$83.4K +2,676 +9%
WIA
42
Wealthstreet Investment Advisors
Texas
$1.09M +$39K +1,252 +4%
Stifel Financial
43
Stifel Financial
Missouri
$1.05M +$158K +5,064 +19%
SI
44
Stephens Inc
Arkansas
$1.05M +$452K +14,501 +84%
Osaic Holdings
45
Osaic Holdings
Arizona
$987K +$588K +18,867 +172%
VAG
46
VisionPoint Advisory Group
Texas
$973K +$383K +12,299 +72%
LWPC
47
Legacy Wealth Partners (California)
California
$931K +$296K +9,495 +51%
ACA
48
Atlas Capital Advisors
Wyoming
$931K -$11.9K -381 -1%
CWM
49
Collaborative Wealth Management
Florida
$840K +$650K +20,845 New
CAM
50
Cresset Asset Management
Illinois
$815K

MLPA Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2021, worth a combined $425M — up 32% from $322M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 9 closed out — a net gain of 20 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.5M. The largest seller was Creative Planning, cutting an estimated $12.2M.

  • 132 institutional investors held Global X MLP ETF (MLPA) as of Q1 2021, up from 112 in Q4 2020.
  • Funds reported $425M of Global X MLP ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q1 2021 and 9 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q1 2021 was Citadel Advisors, an estimated $17.5M added.
  • The largest Global X MLP ETF seller in Q1 2021 was Creative Planning, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2021.