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Global X MLP ETF

130 hedge funds and large institutions have $623M invested in Global X MLP ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

2% more funds holding

Funds holding: 127130 (+3)

1% more capital invested

Capital invested by funds: $618M → $623M (+$4.64M)

0.31% less ownership

Funds ownership: 11.55%11.24% (-0.31%)

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.97%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
17
Increased
53
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Pinnacle Associates
New York
$985K -$71.5K -1,229 -7%
CAM
52
Carret Asset Management
New York
$949K -$26.2K -450 -3%
LS
53
Lattice Strategies
Pennsylvania
$934K -$10.9K -188 -1%
FWM
54
Frontier Wealth Management
Missouri
$913K +$124K +2,130 +15%
WS
55
Wedbush Securities
California
$890K +$143K +2,457 +19%
HPC
56
Hobart Private Capital
North Carolina
$859K -$17.9K -308 -2%
HCIA
57
Hochman Cole Investment Advisors
Illinois
$844K +$89.9K +1,545 +12%
DADC
58
D.A. Davidson & Co
Montana
$840K +$22.5K +387 +3%
WIC
59
Whitegate Investment Counselors
New Hampshire
$816K +$31K +533 +4%
PAG
60
Pinnacle Advisory Group
Maryland
$788K -$306K -5,251 -28%
AFM
61
Andesa Financial Management
Pennsylvania
$786K +$187K +3,208 +31%
PFS
62
Prospera Financial Services
Texas
$784K +$9.66K +166 +1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$768K -$16.2K -278 -2%
WIA
64
Westbourne Investment Advisors
Maryland
$721K -$30.1K -517 -4%
OA
65
Oxbow Advisors
Texas
$659K +$165K +2,829 +33%
CAL
66
Capital Advisors Ltd
Ohio
$604K -$4.95K -85 -0.8%
SS
67
Simplicity Solutions
Minnesota
$591K -$22.2M -381,209 -97%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$575K +$584K +10,042 New
SFM
69
Signet Financial Management
New Jersey
$547K +$42.4K +729 +8%
CWM
70
Cornerstone Wealth Management
Missouri
$533K +$53.6K +921 New
NR
71
Newfound Research
Massachusetts
$526K +$534K +9,183 New
Lido Advisors
72
Lido Advisors
California
$504K +$32.2K +553 +7%
Ameriprise
73
Ameriprise
Minnesota
$495K -$51.9K -891 -9%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K +$3.03K +52 +0.6%
MHS
75
M Holdings Securities
Oregon
$484K +$23K +396 +5%

MLPA Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2018, worth a combined $623M — up 0.75% from $618M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MLPA positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.4M. The largest seller was Simplicity Solutions, cutting an estimated $22.2M.

  • 130 institutional investors held Global X MLP ETF (MLPA) as of Q3 2018, up from 127 in Q2 2018.
  • Funds reported $623M of Global X MLP ETF stock for Q3 2018, up 0.75% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest Global X MLP ETF buyer in Q3 2018 was Tradewinds Capital Management, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q3 2018 was Simplicity Solutions, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.