We are live on ! Find out more
MLPA icon

Global X MLP ETF

110 hedge funds and large institutions have $613M invested in Global X MLP ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

36% more capital invested

Capital invested by funds: $450M → $613M (+$163M)

26% more funds holding

Funds holding: 87110 (+23)

1.2% more ownership

Funds ownership: 11.94%13.14% (+1.2%)

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
36
Increased
44
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$995K +$600K +10,273 +157%
AWMG
52
Alliance Wealth Management Group
New Jersey
$989K -$1.05M -17,939 -52%
MSAM
53
Moloney Securities Asset Management
Missouri
$834K +$221K +3,786 +37%
BTS
54
BB&T Securities
Virginia
$827K +$817K +13,996 New
LS
55
Lattice Strategies
Pennsylvania
$799K -$17.8K -305 -2%
WIC
56
Whitegate Investment Counselors
New Hampshire
$746K -$27.4K -469 -4%
WIA
57
Westbourne Investment Advisors
Maryland
$724K +$199K +3,408 +39%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$691K +$567K +9,702 +491%
AFM
59
Andesa Financial Management
Pennsylvania
$645K +$636K +10,892 New
CAL
60
Capital Advisors Ltd
Ohio
$629K -$239K -4,095 -28%
PA
61
PFG Advisors
Arizona
$629K +$621K +10,630 New
LPL Financial
62
LPL Financial
California
$568K +$202K +3,457 +56%
Ameriprise
63
Ameriprise
Minnesota
$546K +$308K +5,271 +133%
WP
64
WealthPLAN Partners
Nebraska
$517K +$66.4K +1,136 +15%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$490K +$369K +6,315 +321%
DP
66
Dearborn Partners
Illinois
$471K +$465K +7,961 New
FAAS
67
First Allied Advisory Services
California
$430K +$21.4K +367 +5%
OC
68
Oppenheimer & Co
New York
$425K -$2.16K -37 -0.5%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$405K +$247K +4,221 +160%
WIA
70
Wealthstreet Investment Advisors
Texas
$394K +$389K +6,658 New
FMB
71
Field & Main Bank
Kentucky
$377K +$372K +6,375 New
HCIA
72
Hochman Cole Investment Advisors
Illinois
$356K +$129K +2,201 +58%
FF
73
Friedenthal Financial
New Jersey
$353K +$13.7K +235 +4%
AIP
74
Almanack Investment Partners
Pennsylvania
$337K -$3.51M -60,099 -92%
BCI
75
Brinker Capital Investments
Pennsylvania
$313K +$63.8K +1,093 +26%

MLPA Hedge Fund Activity: Q4 2017 in Review

110 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2017, worth a combined $613M — up 36% from $450M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MLPA positions and 12 closed out — a net gain of 24 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $49.2M. The largest seller was Aviance Capital Management, cutting an estimated $12M.

  • 110 institutional investors held Global X MLP ETF (MLPA) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $613M of Global X MLP ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 36 funds opened new Global X MLP ETF positions in Q4 2017 and 12 closed out, a net change of +24 holders.
  • The largest Global X MLP ETF buyer in Q4 2017 was Bank of America, an estimated $49.2M added.
  • The largest Global X MLP ETF seller in Q4 2017 was Aviance Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2017.