We are live on ! Find out more
MLPA icon

Global X MLP ETF

137 hedge funds and large institutions have $569M invested in Global X MLP ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

10% more capital invested

Capital invested by funds: $515M → $569M (+$53.2M)

4% more funds holding

Funds holding: 132137 (+5)

2.68% more ownership

Funds ownership: 51.83%54.51% (+2.7%)

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
51
Reduced
38
Closed
21
Calls
$402K
Puts
Net Calls
+$402K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
51
Capital Advisors Wealth Management
Washington
$958K +$64.8K +1,805 +7%
PAG
52
Private Advisor Group
New Jersey
$855K -$957K -26,684 -52%
AWA
53
Arete Wealth Advisors
Illinois
$827K +$1.26K +35 +0.1%
LP
54
LGL Partners
Pennsylvania
$824K +$481K +13,402 +132%
Mariner
55
Mariner
Kansas
$815K +$836K +23,291 New
CA
56
Cetera Advisors
Colorado
$810K +$476K +13,269 +134%
SS
57
Sunbelt Securities
Texas
$805K -$65.1K -1,814 -8%
GWM
58
Geneos Wealth Management
Colorado
$760K +$682 +19 +0.1%
MNG
59
Manning & Napier Group
New York
$730K
ASN
60
Advisory Services Network
Georgia
$675K -$32.9K -917 -5%
CWM
61
Collaborative Wealth Management
Florida
$671K +$688K +19,179 New
ATPW
62
Ashton Thomas Private Wealth
Arizona
$650K +$666K +18,571 New
EWM
63
Endowment Wealth Management
Wisconsin
$581K +$596K +16,606 New
FF
64
Friedenthal Financial
New Jersey
$577K +$11.3K +315 +2%
AWM
65
AE Wealth Management
Kansas
$573K +$79.1K +2,205 +16%
SWA
66
Stratos Wealth Advisors
Ohio
$543K +$20.7K +578 +4%
TFCP
67
Twin Focus Capital Partners
Massachusetts
$522K
SAMC
68
Spectrum Asset Management (California)
California
$521K +$213K +5,938 +66%
FWM
69
FFT Wealth Management
Pennsylvania
$462K +$9.08K +253 +2%
CCM
70
Chilton Capital Management
Texas
$459K +$27.3K +760 +6%
CSIA
71
Charles Schwab Investment Advisory
California
$455K -$49.5K -1,380 -10%
GWMIA
72
Global Wealth Management Investment Advisory
Florida
$450K +$85.8K +2,392 +23%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$418K -$2.94K -82 -0.7%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$412K +$33.1K +923 +9%
Wolverine Trading
75
Wolverine Trading
Illinois
$405K +$422K +11,763 New

MLPA Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2021, worth a combined $569M — up 10% from $515M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MLPA positions and 21 closed out — a net gain of 5 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Rational Advisors, adding an estimated $21.2M. The largest seller was Uniplan Investment Counsel, cutting an estimated $3.03M.

  • 137 institutional investors held Global X MLP ETF (MLPA) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $569M of Global X MLP ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 26 funds opened new Global X MLP ETF positions in Q4 2021 and 21 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q4 2021 was Rational Advisors, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q4 2021 was Uniplan Investment Counsel, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2021.