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Global X MLP ETF

142 hedge funds and large institutions have $531M invested in Global X MLP ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $469M → $531M (+$61.9M)

0.61% less ownership

Funds ownership: 10.55%9.95% (-0.61%)

3% less funds holding

Funds holding: 147142 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
17
Increased
68
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
51
WESCAP Management Group
California
$941K +$67.6K +1,301 +8%
HCIA
52
Hochman Cole Investment Advisors
Illinois
$902K +$32.8K +631 +4%
Lido Advisors
53
Lido Advisors
California
$877K +$266K +5,111 +45%
WS
54
Wedbush Securities
California
$839K +$46.6K +896 +6%
Ameriprise
55
Ameriprise
Minnesota
$816K -$37.3K -718 -4%
CAM
56
Carret Asset Management
New York
$774K -$7.79K -150 -1%
DADC
57
D.A. Davidson & Co
Montana
$771K +$39K +750 +5%
SFM
58
Signet Financial Management
New Jersey
$766K +$238K +4,576 +45%
PA
59
Pinnacle Associates
New York
$751K +$9.77K +188 +1%
HPC
60
Hobart Private Capital
North Carolina
$727K +$411K +7,914 +138%
WIC
61
Whitegate Investment Counselors
New Hampshire
$709K -$3.12K -60 -0.4%
JP Morgan Chase
62
JP Morgan Chase
New York
$697K -$1.56K -30 -0.2%
CAM
63
Cresset Asset Management
Illinois
$683K +$25.4K +488 +4%
HFS
64
HL Financial Services
Kentucky
$671K +$656K +12,617 New
LS
65
Lattice Strategies
Pennsylvania
$670K -$168K -3,238 -20%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$666K +$399K +7,680 +159%
NA
67
Nottingham Advisors
New York
$632K -$2.09M -40,215 -77%
SS
68
Simplicity Solutions
Minnesota
$629K -$434K -8,356 -41%
PFS
69
Prospera Financial Services
Texas
$569K -$67.5K -1,300 -11%
AWM
70
AE Wealth Management
Kansas
$561K -$500K -9,632 -48%
OA
71
Oxbow Advisors
Texas
$560K -$38.1K -734 -7%
MHS
72
M Holdings Securities
Oregon
$543K +$6.34K +122 +1%
PAS
73
Park Avenue Securities
New York
$518K +$68.1K +1,311 +16%
Stifel Financial
74
Stifel Financial
Missouri
$488K +$20.2K +389 +4%
UAS
75
United Asset Strategies
New York
$476K -$3.48K -67 -0.7%

MLPA Hedge Fund Activity: Q1 2019 in Review

142 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2019, worth a combined $531M — up 13% from $469M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MLPA and 17 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 68 added.

The largest buyer was Wells Fargo, adding an estimated $9.97M. The largest seller was Gradient Investments, cutting an estimated $23.6M.

  • 142 institutional investors held Global X MLP ETF (MLPA) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $531M of Global X MLP ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q1 2019 and 20 closed out, a net change of -3 holders.
  • The largest Global X MLP ETF buyer in Q1 2019 was Wells Fargo, an estimated $9.97M added.
  • The largest Global X MLP ETF seller in Q1 2019 was Gradient Investments, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2019.