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Global X MLP ETF

132 hedge funds and large institutions have $515M invested in Global X MLP ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0.78% more ownership

Funds ownership: 51.05%51.83% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $521M → $515M (-$6.07M)

3% less funds holding

Funds holding: 136132 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
46
Reduced
39
Closed
14
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$869K
CG
52
Colony Group
Massachusetts
$868K +$869K +24,612 New
AWA
53
Arete Wealth Advisors
Illinois
$829K +$14.5K +410 +2%
MNG
54
Manning & Napier Group
New York
$826K
SS
55
Sunbelt Securities
Texas
$799K
GWM
56
Geneos Wealth Management
Colorado
$776K +$671 +19 +0.1%
ASN
57
Advisory Services Network
Georgia
$712K
WIC
58
Whitegate Investment Counselors
New Hampshire
$585K +$3.18K +90 +0.5%
FF
59
Friedenthal Financial
New Jersey
$571K -$3.53K -100 -0.6%
SWA
60
Stratos Wealth Advisors
Ohio
$527K -$239K -6,755 -31%
TFCP
61
Twin Focus Capital Partners
Massachusetts
$526K
CSIA
62
Charles Schwab Investment Advisory
California
$507K -$42.9K -1,215 -8%
AWM
63
AE Wealth Management
Kansas
$500K +$109K +3,081 +28%
FWM
64
FFT Wealth Management
Pennsylvania
$457K
CCM
65
Chilton Capital Management
Texas
$436K +$132K +3,752 +44%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$424K -$20.5K -580 -5%
NA
67
Nottingham Advisors
New York
$412K
KOC
68
Koss-Olinger Consulting
Florida
$407K
PFS
69
Prospera Financial Services
Texas
$396K -$24.1K -683 -6%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$393K +$18.6K +527 +5%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$383K -$8.9K -252 -2%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$380K
NGA
73
Naples Global Advisors
Florida
$376K +$38.4K +1,087 +11%
GWMIA
74
Global Wealth Management Investment Advisory
Florida
$369K +$94.5K +2,676 +34%
TLFA
75
True Link Financial Advisors
California
$368K

MLPA Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2021, worth a combined $515M — down 1.2% from $521M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MLPA and 12 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Rational Advisors, adding an estimated $54.1M. The largest seller was Citadel Advisors, cutting an estimated $12.5M.

  • 132 institutional investors held Global X MLP ETF (MLPA) as of Q3 2021, down from 136 in Q2 2021.
  • Funds reported $515M of Global X MLP ETF stock for Q3 2021, down 1.2% quarter-over-quarter.
  • 12 funds opened new Global X MLP ETF positions in Q3 2021 and 14 closed out, a net change of -2 holders.
  • The largest Global X MLP ETF buyer in Q3 2021 was Rational Advisors, an estimated $54.1M added.
  • The largest Global X MLP ETF seller in Q3 2021 was Citadel Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2021.