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Global X MLP ETF

137 hedge funds and large institutions have $569M invested in Global X MLP ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

10% more capital invested

Capital invested by funds: $515M → $569M (+$53.2M)

4% more funds holding

Funds holding: 132137 (+5)

2.68% more ownership

Funds ownership: 51.83%54.51% (+2.7%)

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
51
Reduced
38
Closed
21
Calls
$402K
Puts
Net Calls
+$402K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.78M +$1.22M +34,088 +73%
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$2.77M +$51.1K +1,423 +2%
TSW
28
Thompson Siegel & Walmsley
Virginia
$2.7M
BIA
29
Barry Investment Advisors
Massachusetts
$2.32M +$73.4K +2,046 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.22M -$54.7K -1,525 -2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.88M +$24.6K +685 +1%
VCM
32
Vivaldi Capital Management
Illinois
$1.83M +$24.8K +691 +1%
IC
33
Inscription Capital
Texas
$1.58M
Stifel Financial
34
Stifel Financial
Missouri
$1.45M +$80.9K +2,256 +6%
SW
35
Simplicity Wealth
New Jersey
$1.43M +$1.47M +40,937 New
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$1.4M +$488K +13,600 +52%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.4M -$62.3K -1,736 -4%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.38M -$4.63K -129 -0.3%
AP
39
Americana Partners
Texas
$1.34M +$1.38M +38,475 New
VAG
40
VisionPoint Advisory Group
Texas
$1.3M +$269K +7,499 +30%
Lido Advisors
41
Lido Advisors
California
$1.29M -$60.2K -1,678 -4%
FFWM
42
Future Financial Wealth Management
Ohio
$1.29M -$5.13K -143 -0.4%
SI
43
Stephens Inc
Arkansas
$1.15M +$9.51K +265 +0.8%
BPA
44
Beacon Pointe Advisors
California
$1.09M -$473K -13,196 -30%
AWM
45
Apollon Wealth Management
South Carolina
$1.02M -$39.8K -1,108 -4%
LI
46
LVZ Inc
Michigan
$1M -$133K -3,700 -11%
AWS
47
AJ Wealth Strategies
New York
$988K
PA
48
Pinnacle Associates
New York
$987K +$649K +18,102 +179%
AC
49
ASB Consultores
Florida
$962K +$987K +27,503 New
NA
50
NewEdge Advisors
Louisiana
$962K +$987K +27,504 New

MLPA Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2021, worth a combined $569M — up 10% from $515M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MLPA positions and 21 closed out — a net gain of 5 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Rational Advisors, adding an estimated $21.2M. The largest seller was Uniplan Investment Counsel, cutting an estimated $3.03M.

  • 137 institutional investors held Global X MLP ETF (MLPA) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $569M of Global X MLP ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 26 funds opened new Global X MLP ETF positions in Q4 2021 and 21 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q4 2021 was Rational Advisors, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q4 2021 was Uniplan Investment Counsel, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2021.