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Global X MLP ETF

130 hedge funds and large institutions have $623M invested in Global X MLP ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

2% more funds holding

Funds holding: 127130 (+3)

1% more capital invested

Capital invested by funds: $618M → $623M (+$4.64M)

0.31% less ownership

Funds ownership: 11.55%11.24% (-0.31%)

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.97%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
17
Increased
53
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Community Bank
New York
$135K -$2.07M -35,584 -94%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$124K -$14.7K -252 -10%
SMC
103
Smith, Moore & Co
Missouri
$123K
MWM
104
Mission Wealth Management
California
$110K +$1.34K +23 +1%
GTAM
105
Global Trust Asset Management
Florida
$108K -$126K -2,157 -53%
CW
106
CreativeOne Wealth
Kansas
$104K -$13K -223 -11%
SWP
107
Stratos Wealth Partners
Ohio
$88K +$89K +1,529 New
APA
108
American Portfolios Advisors
New York
$76.4K +$19.4K +333 +33%
William Blair & Company
109
William Blair & Company
Illinois
$52K -$5.82K -100 -10%
IA
110
IFP Advisors
Florida
$49K +$2.04K +35 +4%
SWM
111
SeaCrest Wealth Management
New York
$29K +$29.1K +500 New
AAM
112
Advisors Asset Management
Colorado
$24K
GRP
113
Global Retirement Partners
California
$23K
SPIA
114
Steward Partners Investment Advisory
New York
$20K +$20.1K +346 New
OIA
115
OneDigital Investment Advisors
Kansas
$17K +$698 +12 +4%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$15.3K -$70.4K -1,209 -82%
HI
117
Hudock Inc
Pennsylvania
$14K -$759K -13,042 -98%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$14K
VFA
119
Valeo Financial Advisors
Indiana
$9K
APP
120
Avantax Planning Partners
Iowa
$9K +$6.75K +116 New
CFGS
121
Concourse Financial Group Securities
Alabama
$7K +$6.63K +114 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$6K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$6K
DWM
124
Destination Wealth Management
California
$5K +$4.6K +79 New
WC
125
Whitney & Co
New York
$4K

MLPA Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2018, worth a combined $623M — up 0.75% from $618M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MLPA positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.4M. The largest seller was Simplicity Solutions, cutting an estimated $22.2M.

  • 130 institutional investors held Global X MLP ETF (MLPA) as of Q3 2018, up from 127 in Q2 2018.
  • Funds reported $623M of Global X MLP ETF stock for Q3 2018, up 0.75% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest Global X MLP ETF buyer in Q3 2018 was Tradewinds Capital Management, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q3 2018 was Simplicity Solutions, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.