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Global X MLP ETF

142 hedge funds and large institutions have $531M invested in Global X MLP ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $469M → $531M (+$61.9M)

0.61% less ownership

Funds ownership: 10.55%9.95% (-0.61%)

3% less funds holding

Funds holding: 147142 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
17
Increased
68
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LP
101
LGL Partners
Pennsylvania
$162K -$77.6K -1,493 -33%
WA
102
Winfield Associates
Ohio
$161K
SIA
103
Strategic Investment Advisors
Michigan
$159K +$155K +2,980 New
RJT
104
Raymond James Trust
Florida
$159K +$155K +2,985 New
OWA
105
Outlook Wealth Advisors
Texas
$148K +$117K +2,250 +417%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$138K -$619K -11,908 -82%
BS
107
Boenning & Scattergood
Pennsylvania
$128K -$142K -2,742 -53%
Creative Planning
108
Creative Planning
Kansas
$125K -$29.5K -567 -19%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124K -$3.12K -60 -3%
SPIA
110
Steward Partners Investment Advisory
New York
$124K +$30.8K +592 +34%
MWM
111
Mission Wealth Management
California
$119K +$2.91K +56 +3%
MAFM
112
Mid Atlantic Financial Management
Pennsylvania
$115K +$112K +2,154 New
SMC
113
Smith, Moore & Co
Missouri
$114K
TPW
114
Tiller Private Wealth
Pennsylvania
$111K -$2.86M -55,001 -96%
HWMG
115
Hurlow Wealth Management Group
Indiana
$110K
AFM
116
Andesa Financial Management
Pennsylvania
$106K +$17.3K +333 +20%
PAG
117
Pinnacle Advisory Group
Maryland
$103K -$4.4M -84,729 -98%
PA
118
PFG Advisors
Arizona
$93K -$8.21K -158 -8%
SWP
119
Stratos Wealth Partners
Ohio
$91K +$89K +1,713 New
APA
120
American Portfolios Advisors
New York
$88.7K +$8.68K +167 +11%
GI
121
Gradient Investments
Minnesota
$83K -$23.6M -454,398 -100%
BHWM
122
Bay Harbor Wealth Management
Maryland
$68K +$32.2K +620 +94%
RA
123
Rational Advisors
New York
$64K -$24.8K -478 -29%
TRCT
124
Tower Research Capital (TRC)
New York
$58K +$37.7K +725 +198%
William Blair & Company
125
William Blair & Company
Illinois
$57K

MLPA Hedge Fund Activity: Q1 2019 in Review

142 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2019, worth a combined $531M — up 13% from $469M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MLPA and 17 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 68 added.

The largest buyer was Wells Fargo, adding an estimated $9.97M. The largest seller was Gradient Investments, cutting an estimated $23.6M.

  • 142 institutional investors held Global X MLP ETF (MLPA) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $531M of Global X MLP ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q1 2019 and 20 closed out, a net change of -3 holders.
  • The largest Global X MLP ETF buyer in Q1 2019 was Wells Fargo, an estimated $9.97M added.
  • The largest Global X MLP ETF seller in Q1 2019 was Gradient Investments, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2019.