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Global X MLP ETF

132 hedge funds and large institutions have $515M invested in Global X MLP ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0.78% more ownership

Funds ownership: 51.05%51.83% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $521M → $515M (-$6.07M)

3% less funds holding

Funds holding: 136132 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
46
Reduced
39
Closed
14
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
LP
76
LGL Partners
Pennsylvania
$358K +$7.34K +208 +2%
PA
77
Pinnacle Associates
New York
$357K -$13.5K -381 -4%
CA
78
Cetera Advisors
Colorado
$349K +$21.3K +604 +6%
MAM
79
Madison Asset Management
Wisconsin
$337K -$6.55M -185,387 -95%
VVP
80
Venture Visionary Partners
Ohio
$329K +$141 +4 +0%
SAMC
81
Spectrum Asset Management (California)
California
$316K +$20.3K +575 +7%
BRWA
82
B. Riley Wealth Advisors
Florida
$315K
ACA
83
Atlas Capital Advisors
Wyoming
$313K -$901K -25,520 -74%
Truist Financial
84
Truist Financial
North Carolina
$308K +$40.2K +1,139 +15%
IFG
85
Independent Financial Group
California
$304K +$305K +8,630 New
CFP
86
Curran Financial Partners
South Carolina
$278K -$43.2K -1,223 -14%
MPCG
87
Matrix Private Capital Group
New York
$272K +$7.06K +200 +3%
FHA
88
Flagship Harbor Advisors
Massachusetts
$261K
CL
89
CPWM LLC
Washington
$260K
FA
90
FDx Advisors
Illinois
$239K +$239K +6,781 New
ST
91
Sabal Trust
Florida
$235K
AAA
92
Adams Asset Advisors
Texas
$232K
SWM
93
Spire Wealth Management
Virginia
$229K +$4.77K +135 +2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$223K -$93.6K -2,651 -30%
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$204K +$204K +5,783 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$196K +$15.9K +450 +9%
HA
97
Herold Advisors
New York
$176K +$177K +5,000 New
HI
98
Hudock Inc
Pennsylvania
$161K -$11.9K -337 -7%
JP Morgan Chase
99
JP Morgan Chase
New York
$155K +$114K +3,222 +274%
Deutsche Bank
100
Deutsche Bank
Germany
$147K

MLPA Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2021, worth a combined $515M — down 1.2% from $521M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MLPA and 12 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Rational Advisors, adding an estimated $54.1M. The largest seller was Citadel Advisors, cutting an estimated $12.5M.

  • 132 institutional investors held Global X MLP ETF (MLPA) as of Q3 2021, down from 136 in Q2 2021.
  • Funds reported $515M of Global X MLP ETF stock for Q3 2021, down 1.2% quarter-over-quarter.
  • 12 funds opened new Global X MLP ETF positions in Q3 2021 and 14 closed out, a net change of -2 holders.
  • The largest Global X MLP ETF buyer in Q3 2021 was Rational Advisors, an estimated $54.1M added.
  • The largest Global X MLP ETF seller in Q3 2021 was Citadel Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2021.