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Global X MLP ETF

130 hedge funds and large institutions have $623M invested in Global X MLP ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

2% more funds holding

Funds holding: 127130 (+3)

1% more capital invested

Capital invested by funds: $618M → $623M (+$4.64M)

0.31% less ownership

Funds ownership: 11.55%11.24% (-0.31%)

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.97%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
17
Increased
53
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Almanack Investment Partners
Pennsylvania
$478K -$1.92M -33,055 -79%
IAA
77
Ironsides Asset Advisors
North Carolina
$463K +$470K +8,083 New
BSAM
78
Blue Sky Asset Management
Colorado
$462K +$72.1K +1,239 +18%
SAM
79
Stringer Asset Management
Tennessee
$450K +$143K +2,451 +45%
Fidelity International
80
Fidelity International
Bermuda
$429K +$435K +7,476 New
Creative Planning
81
Creative Planning
Kansas
$379K +$385K +6,609 New
SI
82
Stephens Inc
Arkansas
$375K
UAS
83
United Asset Strategies
New York
$361K -$24.3K -417 -6%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$355K
KSA
85
Ken Stern & Associates
California
$346K
Stifel Financial
86
Stifel Financial
Missouri
$346K +$34.7K +597 +11%
FF
87
Friedenthal Financial
New Jersey
$342K
PAS
88
Park Avenue Securities
New York
$339K +$107K +1,832 +46%
BCI
89
Brinker Capital Investments
Pennsylvania
$319K -$5.65K -97 -2%
DP
90
Dearborn Partners
Illinois
$319K
DWT
91
Dorsey & Whitney Trust
South Dakota
$307K +$20.8K +357 +7%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$307K +$38.8K +666 +14%
CCT
93
Country Club Trust
Missouri
$266K -$34.1K -586 -11%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$248K +$77.2K +1,327 +44%
WA
95
Winfield Associates
Ohio
$192K -$6.81K -117 -3%
AG
96
Advisor Group
Arizona
$176K +$71.4K +1,227 +67%
PA
97
PFG Advisors
Arizona
$174K +$29.4K +505 +19%
RA
98
Rational Advisors
New York
$150K -$24.4K -420 -14%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$146K +$8.21K +141 +6%
AP
100
Advisors Preferred
Maryland
$141K +$143K +2,453 New

MLPA Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2018, worth a combined $623M — up 0.75% from $618M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MLPA positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.4M. The largest seller was Simplicity Solutions, cutting an estimated $22.2M.

  • 130 institutional investors held Global X MLP ETF (MLPA) as of Q3 2018, up from 127 in Q2 2018.
  • Funds reported $623M of Global X MLP ETF stock for Q3 2018, up 0.75% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest Global X MLP ETF buyer in Q3 2018 was Tradewinds Capital Management, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q3 2018 was Simplicity Solutions, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.