Global X MLP ETF
MLPA
178 hedge funds and large institutions have $716M invested in Global X MLP ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 23 closing their positions.
159% more call options, than puts
Call options by funds: $889K | Put options by funds: $343K
2% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 60
4% less capital invested
Capital invested by funds: $747M → $716M (-$31.2M)
2.85% less ownership
Funds ownership: 55.47% → 52.62% (-2.8%)
3% less funds holding
Funds holding: 184 → 178 (-6)
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.38M |
| 2 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
+$4.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.22M |
| 4 |
AC
AlphaCore Capital
La Jolla,
California
|
+$1.49M |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$15.6M |
| 2 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$11.4M |
| 3 |
Morgan Stanley
New York
|
-$6.94M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.06M |
| 5 |
GA
Greenspring Advisors
Towson,
Maryland
|
-$5.75M |
MLPA Hedge Fund Activity: Q2 2023 in Review
178 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2023, worth a combined $716M — down 4.2% from $747M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of MLPA and 19 opened new positions — a net loss of 4 holders — while 60 trimmed existing stakes and 59 added.
The largest buyer was Bank of America, adding an estimated $5.38M. The largest seller was Creative Planning, cutting an estimated $15.6M.
- 178 institutional investors held Global X MLP ETF (MLPA) as of Q2 2023, down from 184 in Q1 2023.
- Funds reported $716M of Global X MLP ETF stock for Q2 2023, down 4.2% quarter-over-quarter.
- 19 funds opened new Global X MLP ETF positions in Q2 2023 and 23 closed out, a net change of -4 holders.
- The largest Global X MLP ETF buyer in Q2 2023 was Bank of America, an estimated $5.38M added.
- The largest Global X MLP ETF seller in Q2 2023 was Creative Planning, an estimated $15.6M sold.
Based on aggregated 13F filings for Q2 2023.