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Global X MLP ETF

132 hedge funds and large institutions have $425M invested in Global X MLP ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,500% more call options, than puts

Call options by funds: $228K | Put options by funds: $3K

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $322M → $425M (+$103M)

18% more funds holding

Funds holding: 112132 (+20)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

2.39% more ownership

Funds ownership: 49.88%52.27% (+2.4%)

Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
43
Reduced
37
Closed
9
Calls
$228K
Puts
$3K
Net Calls
+$225K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$71K +$57.4K +1,841 +588%
BWL
102
Bogart Wealth LLC
Virginia
$68K
RFA
103
Reilly Financial Advisors
California
$67K +$63.8K +2,047 New
MPCG
104
Matrix Private Capital Group
New York
$55K -$2.56K -82 -5%
JP Morgan Chase
105
JP Morgan Chase
New York
$39K +$36.7K +1,176 New
APA
106
American Portfolios Advisors
New York
$30.3K -$6.48K -208 -19%
AIC
107
Ameritas Investment Company
Nebraska
$28.6K +$27K +866 New
HI
108
Harbour Investments
Wisconsin
$27K +$25.7K +823 New
LWM
109
Liberty Wealth Management
California
$21K
TPCW
110
TD Private Client Wealth
New York
$19.2K +$18K +579 New
CAL
111
Capital Advisors Ltd
Ohio
$18K -$42.6K -1,366 -71%
TWM
112
Tradition Wealth Management
Minnesota
$17K +$6.23K +200 +67%
MA
113
MUFG Americas
New York
$16K +$15.1K +483 New
FFA
114
Founders Financial Alliance
North Carolina
$12K +$6.23K +200 +133%
PCG
115
Private Capital Group
Connecticut
$11K +$10.6K +339 New
AA
116
Ancora Advisors
Ohio
$10K +$3.12K +100 +50%
SIM
117
Sonora Investment Management
Arizona
$8K
RPCA
118
Running Point Capital Advisors
California
$7K
PA
119
Parallel Advisors
California
$6K
TCM
120
Tradewinds Capital Management
Washington
$5K
EP
121
Eudaimonia Partners
Tennessee
$5K +$5.17K +166 New
BC
122
Barnett & Company
Tennessee
$4K -$187 -6 -5%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$2K
GLLW
124
Graves Light Lenhart Wealth
Virginia
$2K
William Blair & Company
125
William Blair & Company
Illinois
$2K

MLPA Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2021, worth a combined $425M — up 32% from $322M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 9 closed out — a net gain of 20 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.5M. The largest seller was Creative Planning, cutting an estimated $12.2M.

  • 132 institutional investors held Global X MLP ETF (MLPA) as of Q1 2021, up from 112 in Q4 2020.
  • Funds reported $425M of Global X MLP ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q1 2021 and 9 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q1 2021 was Citadel Advisors, an estimated $17.5M added.
  • The largest Global X MLP ETF seller in Q1 2021 was Creative Planning, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2021.