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Global X MLP ETF

107 hedge funds and large institutions have $462M invested in Global X MLP ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $256M → $462M (+$206M)

56.41% more ownership

Funds ownership: 9.47%65.88% (+56%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

35% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 49

36% less funds holding

Funds holding: 168107 (-61)

76% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 80

Holders
107
Holders Change
-61
Holders Change %
-36.31%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
32
Reduced
49
Closed
80
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$98K +$53.4K +1,978 +123%
BWL
77
Bogart Wealth LLC
Virginia
$56K -$27 -1 -0%
APA
78
American Portfolios Advisors
New York
$38.5K -$54 -2 -0.1%
RBC
79
Roble Belko & Company
Pennsylvania
$19K -$324 -12 -2%
HNB
80
Huntington National Bank
Ohio
$17K
Deutsche Bank
81
Deutsche Bank
Germany
$12K +$12.2K +451 New
PAG
82
Private Advisor Group
New Jersey
$12K +$12.3K +454 New
OPS
83
Orion Portfolio Solutions
Nebraska
$11K +$11.2K +416 New
PCG
84
Private Capital Group
Connecticut
$10K -$27 -1 -0.3%
AA
85
Ancora Advisors
Ohio
$8K -$54 -2 -0.7%
GFPC
86
Global Financial Private Client
Florida
$7.35K -$7.1K -263 -49%
Simplex Trading
87
Simplex Trading
Illinois
$6K -$1.46K -54 -17%
SIM
88
Sonora Investment Management
Arizona
$6K
HI
89
Human Investing
Oregon
$6K +$5.83K +216 New
SPIA
90
Steward Partners Investment Advisory
New York
$5K -$89.2K -3,305 -95%
PA
91
Parallel Advisors
California
$5K -$27 -1 -0.5%
CFO
92
CVA Family Office
Colorado
$4K
TCM
93
Tradewinds Capital Management
Washington
$4K
BC
94
Barnett & Company
Tennessee
$3K -$54 -2 -2%
GT
95
Glenmede Trust
Pennsylvania
$3K -$27 -1 -0.8%
IA
96
IFP Advisors
Florida
$3K -$27 -1 -0.8%
William Blair & Company
97
William Blair & Company
Illinois
$2K -$8.34K -309 -82%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$2K -$27 -1 -1%
SFS
99
Sowell Financial Services
Arkansas
$2K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.08K +40 +500%

MLPA Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2020, worth a combined $462M — up 81% from $256M a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MLPA and 19 opened new positions — a net loss of 61 holders — while 49 trimmed existing stakes and 32 added.

The largest buyer was Creative Planning, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.

  • 107 institutional investors held Global X MLP ETF (MLPA) as of Q2 2020, down from 168 in Q1 2020.
  • Funds reported $462M of Global X MLP ETF stock for Q2 2020, up 81% quarter-over-quarter.
  • 19 funds opened new Global X MLP ETF positions in Q2 2020 and 80 closed out, a net change of -61 holders.
  • The largest Global X MLP ETF buyer in Q2 2020 was Creative Planning, an estimated $108M added.
  • The largest Global X MLP ETF seller in Q2 2020 was Morgan Stanley, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.