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Global X MLP ETF

112 hedge funds and large institutions have $322M invested in Global X MLP ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

10% more funds holding

Funds holding: 102112 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less capital invested

Capital invested by funds: $362M → $322M (-$40M)

14.1% less ownership

Funds ownership: 63.98%49.88% (-14%)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
25
Reduced
41
Closed
17
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
51
Legacy Wealth Partners (California)
California
$511K -$546K -21,134 -53%
Lido Advisors
52
Lido Advisors
California
$479K -$22.7K -878 -5%
SI
53
Stephens Inc
Arkansas
$473K +$445K +17,236 New
VAG
54
VisionPoint Advisory Group
Texas
$469K +$442K +17,116 New
TFCP
55
Twin Focus Capital Partners
Massachusetts
$409K
ASN
56
Advisory Services Network
Georgia
$398K +$357K +13,812 +2,008%
PFS
57
Prospera Financial Services
Texas
$398K +$359K +13,881 +2,084%
Jane Street
58
Jane Street
New York
$393K -$330K -12,761 -47%
WIC
59
Whitegate Investment Counselors
New Hampshire
$372K +$24.8K +961 +8%
AWM
60
AE Wealth Management
Kansas
$361K -$65.9K -2,551 -16%
NA
61
Nottingham Advisors
New York
$319K -$14.9K -576 -5%
PA
62
Pinnacle Associates
New York
$314K -$28.2K -1,093 -9%
NGA
63
Naples Global Advisors
Florida
$309K -$50.6K -1,959 -15%
Osaic Holdings
64
Osaic Holdings
Arizona
$298K +$73.1K +2,831 +35%
TLFA
65
True Link Financial Advisors
California
$286K +$270K +10,439 New
RJFSA
66
Raymond James Financial Services Advisors
Florida
$279K -$37.3K -1,444 -12%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$266K +$251K +9,709 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$259K +$244K +9,453 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$255K -$5.76K -223 -2%
DTC
70
Davidson Trust Company
Washington
$240K +$226K +8,757 New
BCM
71
Breiter Capital Management
Florida
$238K +$224K +8,687 New
AWS
72
AJ Wealth Strategies
New York
$231K +$218K +8,435 New
GWMIA
73
Global Wealth Management Investment Advisory
Florida
$229K +$20.9K +809 +11%
SS
74
Simplicity Solutions
Minnesota
$228K +$215K +8,313 New
CA
75
Cetera Advisors
Colorado
$226K +$212K +8,226 New

MLPA Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2020, worth a combined $322M — down 11% from $362M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 17 closed out — a net gain of 12 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $2.87M. The largest seller was UBS Group, cutting an estimated $54.4M.

  • 112 institutional investors held Global X MLP ETF (MLPA) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $322M of Global X MLP ETF stock for Q4 2020, down 11% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q4 2020 and 17 closed out, a net change of +12 holders.
  • The largest Global X MLP ETF buyer in Q4 2020 was Dynamic Advisor Solutions, an estimated $2.87M added.
  • The largest Global X MLP ETF seller in Q4 2020 was UBS Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q4 2020.