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Global X MLP ETF

112 hedge funds and large institutions have $322M invested in Global X MLP ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

10% more funds holding

Funds holding: 102112 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less capital invested

Capital invested by funds: $362M → $322M (-$40M)

14.1% less ownership

Funds ownership: 63.98%49.88% (-14%)

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
25
Reduced
41
Closed
17
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$207K -$236K -9,141 -55%
CL
77
CPWM LLC
Washington
$204K +$192K +7,425 New
HI
78
Hudock Inc
Pennsylvania
$171K +$10K +389 +7%
EWM
79
Edge Wealth Management
New York
$158K +$1.29K +50 +0.9%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$112K -$101K -3,900 -49%
OIM
81
Oder Investment Management
California
$69K +$66.2K +2,562 New
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$68K -$1.24K -48 -2%
BWL
83
Bogart Wealth LLC
Virginia
$56K
CAL
84
Capital Advisors Ltd
Ohio
$53K -$19.6K -760 -28%
MPCG
85
Matrix Private Capital Group
New York
$48K
ICP
86
Interchange Capital Partners
Pennsylvania
$35K +$33.7K +1,306 New
APA
87
American Portfolios Advisors
New York
$30.8K +$5.37K +208 +23%
LWM
88
Liberty Wealth Management
California
$21K
US Bancorp
89
US Bancorp
Minnesota
$9K +$7.49K +290 +1,261%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.44K +288 New
TWM
91
Tradition Wealth Management
Minnesota
$8K +$7.75K +300 New
SIM
92
Sonora Investment Management
Arizona
$6K
RPCA
93
Running Point Capital Advisors
California
$6K +$5.63K +218 New
AA
94
Ancora Advisors
Ohio
$5K -$7.7K -298 -60%
PA
95
Parallel Advisors
California
$5K
IA
96
IFP Advisors
Florida
$4K
TCM
97
Tradewinds Capital Management
Washington
$4K
FFA
98
Founders Financial Alliance
North Carolina
$4K +$3.88K +150 New
BC
99
Barnett & Company
Tennessee
$3K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K

MLPA Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2020, worth a combined $322M — down 11% from $362M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 17 closed out — a net gain of 12 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $2.87M. The largest seller was UBS Group, cutting an estimated $54.4M.

  • 112 institutional investors held Global X MLP ETF (MLPA) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $322M of Global X MLP ETF stock for Q4 2020, down 11% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q4 2020 and 17 closed out, a net change of +12 holders.
  • The largest Global X MLP ETF buyer in Q4 2020 was Dynamic Advisor Solutions, an estimated $2.87M added.
  • The largest Global X MLP ETF seller in Q4 2020 was UBS Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q4 2020.