We are live on ! Find out more
MLPA icon

Global X MLP ETF

132 hedge funds and large institutions have $515M invested in Global X MLP ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0.78% more ownership

Funds ownership: 51.05%51.83% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $521M → $515M (-$6.07M)

3% less funds holding

Funds holding: 136132 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
46
Reduced
39
Closed
14
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$2.59M -$1.7M -48,237 -40%
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$2.48M -$26.5K -751 -1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.29M +$320K +9,057 +16%
BIA
29
Barry Investment Advisors
Massachusetts
$2.27M +$512K +14,489 +29%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.87M +$184K +5,218 +11%
VCM
31
Vivaldi Capital Management
Illinois
$1.82M +$59.2K +1,678 +3%
PAG
32
Private Advisor Group
New Jersey
$1.8M +$917K +25,978 +103%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$1.78M +$471K +13,329 +36%
Ameriprise
34
Ameriprise
Minnesota
$1.66M +$229K +6,498 +16%
IC
35
Inscription Capital
Texas
$1.59M +$1.59M +45,054 New
BPA
36
Beacon Pointe Advisors
California
$1.56M +$986K +27,913 +170%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.47M -$84.5K -2,392 -5%
FTUS
38
Flow Traders U.S.
New York
$1.44M +$1.44M +40,762 New
Osaic Holdings
39
Osaic Holdings
Arizona
$1.4M +$12.6K +356 +0.9%
FFWM
40
Future Financial Wealth Management
Ohio
$1.39M
Stifel Financial
41
Stifel Financial
Missouri
$1.38M +$213K +6,031 +18%
Lido Advisors
42
Lido Advisors
California
$1.36M +$638K +18,074 +88%
SI
43
Stephens Inc
Arkansas
$1.15M +$21.6K +612 +2%
LI
44
LVZ Inc
Michigan
$1.14M -$10.9K -309 -0.9%
HFS
45
Horizon Financial Services
North Carolina
$1.09M +$433K +12,266 +66%
AWM
46
Apollon Wealth Management
South Carolina
$1.07M -$457K -12,946 -30%
AWS
47
AJ Wealth Strategies
New York
$996K
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$931K +$466K +13,200 +100%
CAWM
49
Capital Advisors Wealth Management
Washington
$902K -$2.4M -67,892 -73%
VAG
50
VisionPoint Advisory Group
Texas
$898K -$259K -7,335 -23%

MLPA Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2021, worth a combined $515M — down 1.2% from $521M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MLPA and 12 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Rational Advisors, adding an estimated $54.1M. The largest seller was Citadel Advisors, cutting an estimated $12.5M.

  • 132 institutional investors held Global X MLP ETF (MLPA) as of Q3 2021, down from 136 in Q2 2021.
  • Funds reported $515M of Global X MLP ETF stock for Q3 2021, down 1.2% quarter-over-quarter.
  • 12 funds opened new Global X MLP ETF positions in Q3 2021 and 14 closed out, a net change of -2 holders.
  • The largest Global X MLP ETF buyer in Q3 2021 was Rational Advisors, an estimated $54.1M added.
  • The largest Global X MLP ETF seller in Q3 2021 was Citadel Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2021.