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Global X MLP ETF

107 hedge funds and large institutions have $462M invested in Global X MLP ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $256M → $462M (+$206M)

56.41% more ownership

Funds ownership: 9.47%65.88% (+56%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

35% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 49

36% less funds holding

Funds holding: 168107 (-61)

76% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 80

Holders
107
Holders Change
-61
Holders Change %
-36.31%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
32
Reduced
49
Closed
80
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$471K +$468K +17,316 New
BPA
52
Beacon Pointe Advisors
California
$455K +$451K +16,716 New
PFS
53
Prospera Financial Services
Texas
$454K +$90K +3,333 +25%
LI
54
LVZ Inc
Michigan
$421K +$18.9K +699 +5%
TFCP
55
Twin Focus Capital Partners
Massachusetts
$406K +$403K +14,916 New
NGA
56
Naples Global Advisors
Florida
$368K -$128K -4,730 -26%
DWT
57
Dorsey & Whitney Trust
South Dakota
$356K +$155K +5,739 +78%
SS
58
Sunbelt Securities
Texas
$351K +$37.6K +1,394 +12%
PA
59
Pinnacle Associates
New York
$330K +$327K +12,124 New
MML Investors Services
60
MML Investors Services
Massachusetts
$301K +$66.3K +2,454 +29%
FC
61
Fusion Capital
South Carolina
$284K -$30.3K -1,123 -10%
GWM
62
Geneos Wealth Management
Colorado
$284K +$288K +10,653 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$277K -$209K -7,753 -43%
DTC
64
Davidson Trust Company
Washington
$238K +$66K +2,443 +39%
AWS
65
AJ Wealth Strategies
New York
$230K +$228K +8,435 New
SI
66
Stephens Inc
Arkansas
$216K -$6.88K -255 -3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$215K -$72.4K -2,683 -25%
Comerica Bank
68
Comerica Bank
Texas
$213K +$2.35K +87 +1%
GWMIA
69
Global Wealth Management Investment Advisory
Florida
$183K +$74.4K +2,755 +69%
EWM
70
Edge Wealth Management
New York
$156K -$565K -20,939 -78%
NR
71
Newfound Research
Massachusetts
$150K +$148K +5,493 New
Osaic Holdings
72
Osaic Holdings
Arizona
$149K -$374K -13,855 -72%
RA
73
Rational Advisors
New York
$133K +$53.4K +1,976 +68%
CAL
74
Capital Advisors Ltd
Ohio
$128K -$34.2K -1,266 -21%
BAM
75
Belpointe Asset Management
Nevada
$105K +$103K +3,827 New

MLPA Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2020, worth a combined $462M — up 81% from $256M a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MLPA and 19 opened new positions — a net loss of 61 holders — while 49 trimmed existing stakes and 32 added.

The largest buyer was Creative Planning, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.

  • 107 institutional investors held Global X MLP ETF (MLPA) as of Q2 2020, down from 168 in Q1 2020.
  • Funds reported $462M of Global X MLP ETF stock for Q2 2020, up 81% quarter-over-quarter.
  • 19 funds opened new Global X MLP ETF positions in Q2 2020 and 80 closed out, a net change of -61 holders.
  • The largest Global X MLP ETF buyer in Q2 2020 was Creative Planning, an estimated $108M added.
  • The largest Global X MLP ETF seller in Q2 2020 was Morgan Stanley, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.