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Global X MLP ETF

132 hedge funds and large institutions have $425M invested in Global X MLP ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,500% more call options, than puts

Call options by funds: $228K | Put options by funds: $3K

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $322M → $425M (+$103M)

18% more funds holding

Funds holding: 112132 (+20)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

2.39% more ownership

Funds ownership: 49.88%52.27% (+2.4%)

Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
43
Reduced
37
Closed
9
Calls
$228K
Puts
$3K
Net Calls
+$225K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$321K -$48.8K -1,567 -14%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$321K
GWMIA
78
Global Wealth Management Investment Advisory
Florida
$306K +$28.2K +904 +11%
SF
79
Synovus Financial
Georgia
$306K +$288K +9,245 New
JMPWA
80
JP Morgan Private Wealth Advisors
California
$302K +$284K +9,126 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$300K -$7.61K -244 -3%
DWT
82
Dorsey & Whitney Trust
South Dakota
$295K +$278K +8,921 New
DTC
83
Davidson Trust Company
Washington
$289K
SAMC
84
Spectrum Asset Management (California)
California
$278K +$262K +8,394 New
CA
85
Cetera Advisors
Colorado
$266K -$5.95K -191 -2%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$264K -$68.4K -2,193 -22%
Truist Financial
87
Truist Financial
North Carolina
$251K +$237K +7,600 New
BPA
88
Beacon Pointe Advisors
California
$248K -$779 -25 -0.3%
CL
89
CPWM LLC
Washington
$246K +$218 +7 +0.1%
ST
90
Sabal Trust
Florida
$229K +$216K +6,925 New
AAA
91
Adams Asset Advisors
Texas
$218K +$206K +6,599 New
SWM
92
Spire Wealth Management
Virginia
$215K +$203K +6,497 New
GAM
93
Gould Asset Management
California
$208K +$196K +6,282 New
EWM
94
Edge Wealth Management
New York
$192K
HI
95
Hudock Inc
Pennsylvania
$184K -$20.6K -662 -11%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$169K +$81K +2,600 +103%
CI
97
Cavalier Investments
Georgia
$146K +$137K +4,409 New
Deutsche Bank
98
Deutsche Bank
Germany
$144K +$136K +4,351 +108,775%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$136K
IA
100
IFP Advisors
Florida
$111K +$100K +3,208 +2,487%

MLPA Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2021, worth a combined $425M — up 32% from $322M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 9 closed out — a net gain of 20 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.5M. The largest seller was Creative Planning, cutting an estimated $12.2M.

  • 132 institutional investors held Global X MLP ETF (MLPA) as of Q1 2021, up from 112 in Q4 2020.
  • Funds reported $425M of Global X MLP ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q1 2021 and 9 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q1 2021 was Citadel Advisors, an estimated $17.5M added.
  • The largest Global X MLP ETF seller in Q1 2021 was Creative Planning, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2021.