We are live on ! Find out more
MLPA icon

Global X MLP ETF

137 hedge funds and large institutions have $569M invested in Global X MLP ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

10% more capital invested

Capital invested by funds: $515M → $569M (+$53.2M)

4% more funds holding

Funds holding: 132137 (+5)

2.68% more ownership

Funds ownership: 51.83%54.51% (+2.7%)

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
51
Reduced
38
Closed
21
Calls
$402K
Puts
Net Calls
+$402K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$401K +$8.97K +250 +2%
TLFA
77
True Link Financial Advisors
California
$365K
FHA
78
Flagship Harbor Advisors
Massachusetts
$360K +$127K +3,550 +53%
NA
79
Nottingham Advisors
New York
$356K -$53.6K -1,495 -13%
NGA
80
Naples Global Advisors
Florida
$337K -$37.2K -1,036 -10%
IFG
81
Independent Financial Group
California
$329K +$27.6K +770 +9%
VVP
82
Venture Visionary Partners
Ohio
$326K +$144 +4 +0%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$324K -$67.5K -1,880 -17%
BRWA
84
B. Riley Wealth Advisors
Florida
$313K
MPCG
85
Matrix Private Capital Group
New York
$306K +$37.5K +1,045 +14%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$302K -$76.9K -2,142 -20%
Truist Financial
87
Truist Financial
North Carolina
$288K -$18.7K -521 -6%
JWCA
88
J.W. Cole Advisors
Florida
$286K +$294K +8,183 New
ACA
89
Atlas Capital Advisors
Wyoming
$280K -$30.9K -860 -10%
CL
90
CPWM LLC
Washington
$260K
CJFS
91
Coulter & Justus Financial Services
Tennessee
$257K +$263K +7,343 New
FIM
92
FWL Investment Management
Texas
$256K +$263K +7,323 New
FA
93
FDx Advisors
Illinois
$238K +$574 +16 +0.2%
AAA
94
Adams Asset Advisors
Texas
$230K
Baird Financial Group
95
Baird Financial Group
Wisconsin
$222K
SWM
96
Spire Wealth Management
Virginia
$220K -$7.61K -212 -3%
CFP
97
Curran Financial Partners
South Carolina
$212K -$61.3K -1,709 -22%
KFGK
98
Keystone Financial Group (Kentucky)
Kentucky
$210K +$7.57K +211 +4%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$195K +$825 +23 +0.4%
SMA
100
Sage Mountain Advisors
Georgia
$195K +$200K +5,561 New

MLPA Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2021, worth a combined $569M — up 10% from $515M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MLPA positions and 21 closed out — a net gain of 5 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Rational Advisors, adding an estimated $21.2M. The largest seller was Uniplan Investment Counsel, cutting an estimated $3.03M.

  • 137 institutional investors held Global X MLP ETF (MLPA) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $569M of Global X MLP ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 26 funds opened new Global X MLP ETF positions in Q4 2021 and 21 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q4 2021 was Rational Advisors, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q4 2021 was Uniplan Investment Counsel, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2021.