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Global X MLP ETF

136 hedge funds and large institutions have $521M invested in Global X MLP ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

23% more capital invested

Capital invested by funds: $425M → $521M (+$96.2M)

3% more funds holding

Funds holding: 132136 (+4)

1.22% less ownership

Funds ownership: 52.27%51.05% (-1.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
52
Reduced
39
Closed
15
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$386K +$368K +10,000 New
LP
77
LGL Partners
Pennsylvania
$384K -$1M -27,305 -73%
NGA
78
Naples Global Advisors
Florida
$370K -$3.9K -106 -1%
VVP
79
Venture Visionary Partners
Ohio
$360K -$84.4K -2,293 -20%
CA
80
Cetera Advisors
Colorado
$359K +$46.4K +1,262 +16%
CFP
81
Curran Financial Partners
South Carolina
$348K -$34.1K -926 -9%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$347K -$26.7K -725 -7%
BRWA
83
B. Riley Wealth Advisors
Florida
$345K +$328K +8,924 New
CCM
84
Chilton Capital Management
Texas
$333K +$317K +8,622 New
SAMC
85
Spectrum Asset Management (California)
California
$324K
PI
86
PFS Investments
Georgia
$310K -$1.48M -40,129 -83%
GWMIA
87
Global Wealth Management Investment Advisory
Florida
$301K -$54.1K -1,469 -16%
Truist Financial
88
Truist Financial
North Carolina
$293K
MPCG
89
Matrix Private Capital Group
New York
$290K +$215K +5,847 +352%
CL
90
CPWM LLC
Washington
$285K -$1.91K -52 -0.7%
SPIA
91
Steward Partners Investment Advisory
New York
$271K -$1.07M -29,180 -81%
FHA
92
Flagship Harbor Advisors
Massachusetts
$261K +$248K +6,750 New
ST
93
Sabal Trust
Florida
$257K -$10.1K -275 -4%
AAA
94
Adams Asset Advisors
Texas
$255K
SWM
95
Spire Wealth Management
Virginia
$246K -$4.78K -130 -2%
SMF
96
Sterling Manor Financial
New York
$220K +$210K +5,700 New
MA
97
Mutual Advisors
Nebraska
$218K +$208K +5,646 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$213K +$203K +5,522 New
GAM
99
Gould Asset Management
California
$208K -$32.9K -895 -14%
M&T Bank
100
M&T Bank
New York
$207K +$197K +5,362 New

MLPA Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2021, worth a combined $521M — up 23% from $425M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MLPA positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 39 trimmed.

The largest buyer was Rational Advisors, adding an estimated $12.4M. The largest seller was FFT Wealth Management, cutting an estimated $7.58M.

  • 136 institutional investors held Global X MLP ETF (MLPA) as of Q2 2021, up from 132 in Q1 2021.
  • Funds reported $521M of Global X MLP ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 20 funds opened new Global X MLP ETF positions in Q2 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q2 2021 was Rational Advisors, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q2 2021 was FFT Wealth Management, an estimated $7.58M sold.

Based on aggregated 13F filings for Q2 2021.