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Global X MLP ETF

151 hedge funds and large institutions have $539M invested in Global X MLP ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8% more funds holding

Funds holding: 140151 (+11)

2% more capital invested

Capital invested by funds: $530M → $539M (+$8.88M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.25% less ownership

Funds ownership: 9.63%9.38% (-0.25%)

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
59
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$960K +$39.5K +767 +4%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$899K +$59.2K +1,148 +7%
Lido Advisors
53
Lido Advisors
California
$856K +$31.5K +612 +4%
CAM
54
Carret Asset Management
New York
$850K +$22.3K +433 +3%
BPWA
55
Beacon Pointe Wealth Advisors
California
$838K +$644K +12,500 +300%
CST
56
Charles Schwab Trust
Nevada
$804K +$829K +16,093 New
PG
57
Pendal Group
Australia
$792K
WIC
58
Whitegate Investment Counselors
New Hampshire
$788K +$32K +621 +4%
WMG
59
WESCAP Management Group
California
$785K -$60.6K -1,176 -7%
PA
60
Pinnacle Associates
New York
$768K +$59.8K +1,161 +8%
CA
61
Cornerstone Advisory
Maryland
$760K -$161K -3,117 -17%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$748K -$902K -17,506 -54%
PFS
63
Prospera Financial Services
Texas
$707K +$31.3K +607 +5%
BC
64
Barnett & Company
Tennessee
$685K +$373K +7,236 +113%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$645K +$573K +11,119 +651%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$645K +$662K +12,838 New
SFM
67
Signet Financial Management
New Jersey
$633K +$19.8K +384 +3%
Stifel Financial
68
Stifel Financial
Missouri
$608K -$5.77K -112 -0.9%
NA
69
Nottingham Advisors
New York
$607K -$18.3K -355 -3%
PAS
70
Park Avenue Securities
New York
$572K +$68K +1,319 +13%
WS
71
Wedbush Securities
California
$553K -$47.1K -915 -8%
SS
72
Sunbelt Securities
Texas
$523K +$536K +10,400 New
OA
73
Oxbow Advisors
Texas
$516K -$4.02K -78 -0.8%
MHS
74
M Holdings Securities
Oregon
$516K +$5.72K +111 +1%
WP
75
WealthSource Partners
California
$503K +$153K +2,960 +42%

MLPA Hedge Fund Activity: Q3 2019 in Review

151 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2019, worth a combined $539M — up 1.7% from $530M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MLPA positions and 13 closed out — a net gain of 12 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was McGowan Group Asset Management, adding an estimated $11.2M. The largest seller was WESPAC Advisors, exiting entirely with an estimated $3.47M sold.

  • 151 institutional investors held Global X MLP ETF (MLPA) as of Q3 2019, up from 140 in Q2 2019.
  • Funds reported $539M of Global X MLP ETF stock for Q3 2019, up 1.7% quarter-over-quarter.
  • 25 funds opened new Global X MLP ETF positions in Q3 2019 and 13 closed out, a net change of +12 holders.
  • The largest Global X MLP ETF buyer in Q3 2019 was McGowan Group Asset Management, an estimated $11.2M added.
  • The largest Global X MLP ETF seller in Q3 2019 was WESPAC Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2019.