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Global X MLP ETF

183 hedge funds and large institutions have $697M invested in Global X MLP ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

3% more funds holding

Funds holding: 178183 (+5)

3% less capital invested

Capital invested by funds: $716M → $697M (-$18.9M)

2.83% less ownership

Funds ownership: 52.62%49.78% (-2.8%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

79% less call options, than puts

Call options by funds: $54K | Put options by funds: $263K

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
69
Reduced
56
Closed
20
Calls
$54K
Puts
$263K
Net Calls
-$209K
Net Calls Change
-$755K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.62M -$85.9K -1,962 -5%
AC
52
AlphaCore Capital
California
$1.58M
Lido Advisors
53
Lido Advisors
California
$1.49M +$217K +4,954 +17%
SEI Investments
54
SEI Investments
Pennsylvania
$1.47M +$587K +13,406 +69%
Cerity Partners
55
Cerity Partners
New York
$1.4M +$1.37M +31,393 New
WAM
56
Worth Asset Management
Texas
$1.31M -$280K -6,390 -18%
AWM
57
AE Wealth Management
Kansas
$1.3M +$82.7K +1,889 +7%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.28M +$227K +5,194 +22%
SWP
59
Stratos Wealth Partners
Ohio
$1.26M +$427K +9,753 +53%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.22M +$13.1K +300 +1%
GWMIA
61
Global Wealth Management Investment Advisory
Florida
$1.16M +$82.7K +1,889 +8%
FFWM
62
Future Financial Wealth Management
Ohio
$1.16M -$76.6K -1,749 -6%
LI
63
LVZ Inc
Michigan
$1.14M -$1.06M -24,092 -48%
CAWM
64
Capital Advisors Wealth Management
Washington
$1.07M -$1.91M -43,551 -64%
ASN
65
Advisory Services Network
Georgia
$1.07M -$14.3K -327 -1%
AAS
66
Avantax Advisory Services
Texas
$1.05M -$512K -11,693 -33%
CWM
67
Collaborative Wealth Management
Florida
$1.02M +$1.14K +26 +0.1%
IFG
68
Independent Financial Group
California
$965K
OL
69
Owen LaRue
Kentucky
$933K +$309K +7,047 +51%
Mariner
70
Mariner
Kansas
$904K -$482 -11 -0.1%
WCM
71
Wavelength Capital Management
Connecticut
$892K +$876K +20,001 New
AWS
72
Atria Wealth Solutions
New York
$817K +$225K +5,138 +39%
CG
73
Colony Group
Massachusetts
$801K -$174K -3,972 -18%
NL
74
NWAM LLC
Washington
$787K +$259K +5,920 +50%
AP
75
Americana Partners
Texas
$769K +$134K +3,050 +21%

MLPA Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2023, worth a combined $697M — down 2.6% from $716M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MLPA positions and 20 closed out — a net gain of 7 holders — while 69 added to existing stakes and 56 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $5.62M. The largest seller was Bard Financial Services, exiting entirely with an estimated $28.4M sold.

  • 183 institutional investors held Global X MLP ETF (MLPA) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $697M of Global X MLP ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 27 funds opened new Global X MLP ETF positions in Q3 2023 and 20 closed out, a net change of +7 holders.
  • The largest Global X MLP ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $5.62M added.
  • The largest Global X MLP ETF seller in Q3 2023 was Bard Financial Services, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2023.