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Global X MLP ETF

74 hedge funds and large institutions have $337M invested in Global X MLP ETF in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $266M → $337M (+$70.8M)

25% more funds holding

Funds holding: 5974 (+15)

0.42% more ownership

Funds ownership: 10.6%11.02% (+0.42%)

Holders
74
Holders Change
+15
Holders Change %
+25.42%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
35
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$199K +$65.9K +936 +49%
SMC
52
Smith, Moore & Co
Missouri
$178K
CT
53
Cambridge Trust
Massachusetts
$173K +$175K +2,483 New
GFPC
54
Global Financial Private Capital
Florida
$173K +$175K +2,489 New
SAM
55
Sequent Asset Management
Texas
$171K +$173K +2,458 New
SGAM
56
Steinberg Global Asset Management
Florida
$162K
AAM
57
Advisors Asset Management
Colorado
$154K -$1.76K -25 -1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$151K -$677K -9,623 -82%
PAS
59
Partnervest Advisory Services
California
$128K +$129K +1,833 New
TW
60
Transform Wealth
Colorado
$117K -$14.1K -200 -11%
HCA
61
Harbour Capital Advisors
Virginia
$103K +$104K +1,479 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$91K -$21.9K -311 -19%
Creative Planning
63
Creative Planning
Kansas
$58K +$3.52K +50 +6%
IA
64
IFP Advisors
Florida
$41K +$16.4K +233 +67%
GRP
65
Global Retirement Partners
California
$28K
AG
66
Advisor Group
Arizona
$18K +$4.08K +58 +30%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16.1K +229 New
TCM
68
Tradewinds Capital Management
Washington
$7K +$4.64K +66 +161%
BTIS
69
BB&T Investment Services
North Carolina
$7K +$7.46K +106 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$4K
KF
71
Krilogy Financial
Missouri
$4K
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K
BC
73
Barnett & Company
Tennessee
$1K +$563 +8 New
TRCT
74
Tower Research Capital (TRC)
New York
$1K +$563 +8 New
MHI
75
Miller Howard Investments
New York
-$940K -13,534 Closed

MLPA Hedge Fund Activity: Q1 2017 in Review

74 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2017, worth a combined $337M — up 27% from $266M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPA positions and 6 closed out — a net gain of 15 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $14.4M. The largest seller was Bank of America, cutting an estimated $4.08M.

  • 74 institutional investors held Global X MLP ETF (MLPA) as of Q1 2017, up from 59 in Q4 2016.
  • Funds reported $337M of Global X MLP ETF stock for Q1 2017, up 27% quarter-over-quarter.
  • 21 funds opened new Global X MLP ETF positions in Q1 2017 and 6 closed out, a net change of +15 holders.
  • The largest Global X MLP ETF buyer in Q1 2017 was AllianceBernstein, an estimated $14.4M added.
  • The largest Global X MLP ETF seller in Q1 2017 was Bank of America, an estimated $4.08M sold.

Based on aggregated 13F filings for Q1 2017.