We are live on ! Find out more
MLPA icon

Global X MLP ETF

136 hedge funds and large institutions have $521M invested in Global X MLP ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

23% more capital invested

Capital invested by funds: $425M → $521M (+$96.2M)

3% more funds holding

Funds holding: 132136 (+4)

1.22% less ownership

Funds ownership: 52.27%51.05% (-1.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
52
Reduced
39
Closed
15
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$851K +$68.8K +1,869 +9%
SWA
52
Stratos Wealth Advisors
Ohio
$839K +$427K +11,600 +115%
SS
53
Sunbelt Securities
Texas
$799K -$78.5K -2,133 -9%
Lido Advisors
54
Lido Advisors
California
$798K +$56.9K +1,547 +8%
ASN
55
Advisory Services Network
Georgia
$781K +$36.8K +1,000 +5%
BCM
56
Breiter Capital Management
Florida
$742K +$325K +8,831 +85%
HFS
57
Horizon Financial Services
North Carolina
$720K +$686K +18,638 New
CI
58
Cavalier Investments
Georgia
$665K +$471K +12,809 +291%
WIC
59
Whitegate Investment Counselors
New Hampshire
$638K -$11.6K -316 -2%
BPA
60
Beacon Pointe Advisors
California
$633K +$327K +8,875 +118%
FF
61
Friedenthal Financial
New Jersey
$630K +$3.09K +84 +0.5%
CSIA
62
Charles Schwab Investment Advisory
California
$603K -$78.5K -2,134 -12%
TFCP
63
Twin Focus Capital Partners
Massachusetts
$577K
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$510K +$486K +13,200 New
FWM
65
FFT Wealth Management
Pennsylvania
$501K -$7.58M -205,881 -94%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$488K -$57.1K -1,552 -11%
PFS
67
Prospera Financial Services
Texas
$460K -$91.6K -2,489 -17%
NA
68
Nottingham Advisors
New York
$451K +$368 +10 +0.1%
KOC
69
Koss-Olinger Consulting
Florida
$446K -$3.83K -104 -0.9%
AWM
70
AE Wealth Management
Kansas
$429K -$88K -2,392 -18%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$429K +$115K +3,120 +39%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$417K +$61.1K +1,660 +18%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$411K +$57.7K +1,568 +17%
PA
74
Pinnacle Associates
New York
$405K -$32.3K -879 -8%
TLFA
75
True Link Financial Advisors
California
$403K

MLPA Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2021, worth a combined $521M — up 23% from $425M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MLPA positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 39 trimmed.

The largest buyer was Rational Advisors, adding an estimated $12.4M. The largest seller was FFT Wealth Management, cutting an estimated $7.58M.

  • 136 institutional investors held Global X MLP ETF (MLPA) as of Q2 2021, up from 132 in Q1 2021.
  • Funds reported $521M of Global X MLP ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 20 funds opened new Global X MLP ETF positions in Q2 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q2 2021 was Rational Advisors, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q2 2021 was FFT Wealth Management, an estimated $7.58M sold.

Based on aggregated 13F filings for Q2 2021.