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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
SFM
101
Signet Financial Management
New Jersey
$152K +$156K +4,349 New
HI
102
Hudock Inc
Pennsylvania
$125K -$36K -1,003 -22%
SPIA
103
Steward Partners Investment Advisory
New York
$109K +$29.3K +817 +36%
RCC
104
Red Cedar Capital
Nebraska
$103K +$106K +2,951 New
TPCW
105
TD Private Client Wealth
New York
$89.7K -$38.1K -1,062 -29%
FHA
106
First Horizon Advisors
Tennessee
$87K +$1.69K +47 +2%
JP Morgan Chase
107
JP Morgan Chase
New York
$73K -$82.6K -2,303 -52%
BWL
108
Bogart Wealth LLC
Virginia
$72K
FWP
109
FAS Wealth Partners
Kansas
$66K +$1.29K +36 +2%
AIP
110
Ahrens Investment Partners
Louisiana
$41K +$41.8K +1,166 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$35K +$35.9K +1,000 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$32K +$33.1K +922 New
EWA
113
EverSource Wealth Advisors
Alabama
$29K +$29.7K +828 New
EWM
114
Edge Wealth Management
New York
$27K -$10.8K -300 -28%
APA
115
American Portfolios Advisors
New York
$23.6K +$3.59K +100 +17%
CAL
116
Capital Advisors Ltd
Ohio
$19K
TWM
117
Tradition Wealth Management
Minnesota
$17K
EWM
118
Elmwood Wealth Management
California
$17K +$17.9K +500 New
FFA
119
Founders Financial Alliance
North Carolina
$12K
JFGIW
120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
PCG
121
Private Capital Group
Connecticut
$11K -$5.45K -152 -33%
PA
122
Parallel Advisors
California
$11K -$4.3K -120 -28%
FPWM
123
FSB Premier Wealth Management
Iowa
$11K +$11.3K +315 New
AA
124
Ancora Advisors
Ohio
$10K
CFA
125
Carroll Financial Associates
North Carolina
$6K +$6.42K +179 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.