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Global X MLP ETF

102 hedge funds and large institutions have $362M invested in Global X MLP ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 65.88%63.98% (-1.9%)

5% less funds holding

Funds holding: 107102 (-5)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

22% less capital invested

Capital invested by funds: $462M → $362M (-$99.5M)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
28
Reduced
33
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
51
Twin Focus Capital Partners
Massachusetts
$328K
NGA
52
Naples Global Advisors
Florida
$290K -$7.56K -297 -2%
FTUS
53
Flow Traders U.S.
New York
$290K +$337K +13,227 New
SS
54
Sunbelt Securities
Texas
$283K
WIC
55
Whitegate Investment Counselors
New Hampshire
$277K -$182K -7,160 -36%
PA
56
Pinnacle Associates
New York
$276K +$10.7K +422 +3%
NA
57
Nottingham Advisors
New York
$268K
RJFSA
58
Raymond James Financial Services Advisors
Florida
$255K -$1M -39,461 -77%
DWT
59
Dorsey & Whitney Trust
South Dakota
$248K -$46K -1,807 -14%
LB
60
Leo Brokerage
Texas
$248K +$232K +9,114 New
GWM
61
Geneos Wealth Management
Colorado
$228K -$382 -15 -0.1%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$209K -$16.1K -631 -6%
RA
63
Rational Advisors
New York
$204K +$112K +4,389 +90%
Osaic Holdings
64
Osaic Holdings
Arizona
$179K +$68K +2,672 +49%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$174K
GWMIA
66
Global Wealth Management Investment Advisory
Florida
$166K +$20.7K +814 +12%
HI
67
Hudock Inc
Pennsylvania
$128K +$149K +5,861 New
EWM
68
Edge Wealth Management
New York
$126K
FHA
69
Flagship Harbor Advisors
Massachusetts
$124K +$144K +5,650 New
CAL
70
Capital Advisors Ltd
Ohio
$59K -$51.1K -2,009 -43%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$56K -$26.2K -1,028 -29%
BWL
72
Bogart Wealth LLC
Virginia
$45K
MPCG
73
Matrix Private Capital Group
New York
$38K +$44.3K +1,741 New
APA
74
American Portfolios Advisors
New York
$20.1K -$12.7K -500 -35%
LWM
75
Liberty Wealth Management
California
$17K +$19.2K +754 New

MLPA Hedge Fund Activity: Q3 2020 in Review

102 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2020, worth a combined $362M — down 22% from $462M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MLPA and 17 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was Rockland Trust, opening a new position worth an estimated $5.82M. The largest seller was JBJ Investment Partners, exiting entirely with an estimated $7.42M sold.

  • 102 institutional investors held Global X MLP ETF (MLPA) as of Q3 2020, down from 107 in Q2 2020.
  • Funds reported $362M of Global X MLP ETF stock for Q3 2020, down 22% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q3 2020 and 22 closed out, a net change of -5 holders.
  • The largest Global X MLP ETF buyer in Q3 2020 was Rockland Trust, an estimated $5.82M added.
  • The largest Global X MLP ETF seller in Q3 2020 was JBJ Investment Partners, an estimated $7.42M sold.

Based on aggregated 13F filings for Q3 2020.