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Global X MLP ETF

169 hedge funds and large institutions have $637M invested in Global X MLP ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $577M → $637M (+$60M)

4% more funds holding

Funds holding: 163169 (+6)

1.53% more ownership

Funds ownership: 51.61%53.14% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
24
Increased
60
Reduced
55
Closed
18
Calls
$505K
Puts
Net Calls
+$505K
Net Calls Change
-$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.76M -$413K -10,202 -10%
BIA
27
Barry Investment Advisors
Massachusetts
$3.44M +$197K +4,871 +6%
WAM
28
Worth Asset Management
Texas
$3M +$3.07M +75,937 New
5L
29
55I LLC
Massachusetts
$2.83M +$1.37M +33,925 +90%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.81M +$153K +3,794 +6%
RT
31
Rockland Trust
Massachusetts
$2.7M -$440K -10,868 -14%
Millennium Management
32
Millennium Management
New York
$2.65M -$999K -24,693 -27%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.37M -$9.47K -234 -0.4%
IA
34
IFP Advisors
Florida
$2.37M
PA
35
Pinnacle Associates
New York
$2.33M +$65.9K +1,630 +3%
EDRIA
36
Edmonds Duncan Registered Investment Advisors
Kansas
$2.23M -$6.96K -172 -0.3%
VCM
37
Vivaldi Capital Management
Illinois
$2.22M -$20.7K -511 -0.9%
CI
38
Cavalier Investments
Georgia
$1.96M -$68.6K -1,697 -3%
Stifel Financial
39
Stifel Financial
Missouri
$1.93M +$101K +2,506 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.91M +$1.42M +35,098 +262%
BCM
41
Beck Capital Management
Texas
$1.82M +$1.87M +46,212 New
IC
42
Inscription Capital
Texas
$1.78M
WA
43
WBH Advisory
Maryland
$1.62M -$27.3K -675 -2%
SAM
44
Stringer Asset Management
Tennessee
$1.61M +$513K +12,681 New
SI
45
Stephens Inc
Arkansas
$1.59M -$5.12M -126,606 -76%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$1.56M +$231K +5,701 +17%
Lido Advisors
47
Lido Advisors
California
$1.46M -$41.2K -1,018 -3%
AWA
48
Arete Wealth Advisors
Illinois
$1.43M +$280K +6,927 +24%
BPA
49
Beacon Pointe Advisors
California
$1.42M +$1.01K +25 +0.1%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.4M -$1.75M -43,143 -55%

MLPA Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2022, worth a combined $637M — up 10% from $577M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MLPA positions and 18 closed out — a net gain of 6 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11M. The largest seller was Stephens Inc, cutting an estimated $5.12M.

  • 169 institutional investors held Global X MLP ETF (MLPA) as of Q3 2022, up from 163 in Q2 2022.
  • Funds reported $637M of Global X MLP ETF stock for Q3 2022, up 10% quarter-over-quarter.
  • 24 funds opened new Global X MLP ETF positions in Q3 2022 and 18 closed out, a net change of +6 holders.
  • The largest Global X MLP ETF buyer in Q3 2022 was Rockefeller Capital Management, an estimated $11M added.
  • The largest Global X MLP ETF seller in Q3 2022 was Stephens Inc, an estimated $5.12M sold.

Based on aggregated 13F filings for Q3 2022.