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Global X MLP ETF

136 hedge funds and large institutions have $521M invested in Global X MLP ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

23% more capital invested

Capital invested by funds: $425M → $521M (+$96.2M)

3% more funds holding

Funds holding: 132136 (+4)

1.22% less ownership

Funds ownership: 52.27%51.05% (-1.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
52
Reduced
39
Closed
15
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.94M +$3.36M +91,295 +864%
CAWM
27
Capital Advisors Wealth Management
Washington
$3.61M +$996K +27,068 +41%
TSW
28
Thompson Siegel & Walmsley
Virginia
$2.98M +$2.84M +77,241 New
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$2.75M -$120K -3,260 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.16M +$1.47M +39,945 +251%
BIA
31
Barry Investment Advisors
Massachusetts
$1.93M +$92.7K +2,519 +5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.85M -$318K -8,654 -15%
VCM
33
Vivaldi Capital Management
Illinois
$1.73M +$48.2K +1,310 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.71M -$376K -10,217 -19%
AWM
35
Apollon Wealth Management
South Carolina
$1.67M -$503K -13,670 -24%
Ameriprise
36
Ameriprise
Minnesota
$1.57M +$7.99K +217 +0.5%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.52M +$347K +9,441 +32%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$1.44M +$1.37M +37,123 New
FFWM
39
Future Financial Wealth Management
Ohio
$1.39M +$103K +2,787 +8%
ACA
40
Atlas Capital Advisors
Wyoming
$1.33M +$230K +6,242 +22%
Stifel Financial
41
Stifel Financial
Missouri
$1.28M +$48.2K +1,310 +4%
LI
42
LVZ Inc
Michigan
$1.26M -$31.9K -868 -3%
SI
43
Stephens Inc
Arkansas
$1.24M +$11.4K +311 +1%
VAG
44
VisionPoint Advisory Group
Texas
$1.24M +$93.4K +2,537 +9%
AWS
45
AJ Wealth Strategies
New York
$1.09M +$443K +12,028 +74%
LWPC
46
Legacy Wealth Partners (California)
California
$1.09M +$147 +4 +0%
PAG
47
Private Advisor Group
New Jersey
$972K +$925K +25,130 New
CAM
48
Cresset Asset Management
Illinois
$952K
MNG
49
Manning & Napier Group
New York
$884K
IWM
50
IHT Wealth Management
Illinois
$863K +$822K +22,332 New

MLPA Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2021, worth a combined $521M — up 23% from $425M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MLPA positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 39 trimmed.

The largest buyer was Rational Advisors, adding an estimated $12.4M. The largest seller was FFT Wealth Management, cutting an estimated $7.58M.

  • 136 institutional investors held Global X MLP ETF (MLPA) as of Q2 2021, up from 132 in Q1 2021.
  • Funds reported $521M of Global X MLP ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 20 funds opened new Global X MLP ETF positions in Q2 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q2 2021 was Rational Advisors, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q2 2021 was FFT Wealth Management, an estimated $7.58M sold.

Based on aggregated 13F filings for Q2 2021.