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Global X MLP ETF

102 hedge funds and large institutions have $362M invested in Global X MLP ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 65.88%63.98% (-1.9%)

5% less funds holding

Funds holding: 107102 (-5)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

22% less capital invested

Capital invested by funds: $462M → $362M (-$99.5M)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
28
Reduced
33
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$15K -$407K -16,011 -96%
ASN
77
Advisory Services Network
Georgia
$15K +$17.5K +688 New
AssetMark Inc
78
AssetMark Inc
California
$12K +$13K +509 +2,828%
AA
79
Ancora Advisors
Ohio
$11K +$5.09K +200 +67%
TF
80
TimeScale Financial
Massachusetts
$11K +$12.4K +489 New
PCG
81
Private Capital Group
Connecticut
$8K
SIM
82
Sonora Investment Management
Arizona
$5K
WT
83
Washington Trust
Rhode Island
$5K +$5.73K +225 New
PA
84
Parallel Advisors
California
$4K
SPIA
85
Steward Partners Investment Advisory
New York
$4K
BC
86
Barnett & Company
Tennessee
$3K
CFO
87
CVA Family Office
Colorado
$3K
IA
88
IFP Advisors
Florida
$3K
TCM
89
Tradewinds Capital Management
Washington
$3K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$2K
GT
91
Glenmede Trust
Pennsylvania
$2K
SFS
92
Sowell Financial Services
Arkansas
$2K
FGA
93
Fortis Group Advisors
New Jersey
$2K +$2.37K +93 New
LAS
94
Lloyd Advisory Services
Georgia
$1K
US Bancorp
95
US Bancorp
Minnesota
$1K
William Blair & Company
96
William Blair & Company
Illinois
$1K
Citigroup
97
Citigroup
New York
$1K +$254 +10 +59%
NFG
98
Next Financial Group
Texas
$1K +$763 +30 New
JIP
99
JBJ Investment Partners
South Carolina
-$7.42M -272,707 Closed
TI
100
Trexquant Investment
Connecticut
-$666K -24,480 Closed

MLPA Hedge Fund Activity: Q3 2020 in Review

102 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2020, worth a combined $362M — down 22% from $462M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MLPA and 17 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was Rockland Trust, opening a new position worth an estimated $5.82M. The largest seller was JBJ Investment Partners, exiting entirely with an estimated $7.42M sold.

  • 102 institutional investors held Global X MLP ETF (MLPA) as of Q3 2020, down from 107 in Q2 2020.
  • Funds reported $362M of Global X MLP ETF stock for Q3 2020, down 22% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q3 2020 and 22 closed out, a net change of -5 holders.
  • The largest Global X MLP ETF buyer in Q3 2020 was Rockland Trust, an estimated $5.82M added.
  • The largest Global X MLP ETF seller in Q3 2020 was JBJ Investment Partners, an estimated $7.42M sold.

Based on aggregated 13F filings for Q3 2020.