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Global X MLP ETF

169 hedge funds and large institutions have $637M invested in Global X MLP ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $577M → $637M (+$60M)

4% more funds holding

Funds holding: 163169 (+6)

1.53% more ownership

Funds ownership: 51.61%53.14% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
24
Increased
60
Reduced
55
Closed
18
Calls
$505K
Puts
Net Calls
+$505K
Net Calls Change
-$722K
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
101
Focus Partners Advisor Solutions
Missouri
$402K +$412K +10,187 New
FHA
102
Flagship Harbor Advisors
Massachusetts
$385K
GRP
103
Global Retirement Partners
California
$371K -$416K -10,285 -55%
VVP
104
Venture Visionary Partners
Ohio
$369K +$243 +6 +0.1%
Wealthfront Advisers
105
Wealthfront Advisers
California
$345K +$33.2K +821 +10%
CSIA
106
Charles Schwab Investment Advisory
California
$340K -$53K -1,309 -13%
NA
107
Nottingham Advisors
New York
$339K -$17.4K -429 -5%
SS
108
Sunbelt Securities
Texas
$332K
CL
109
CPWM LLC
Washington
$288K +$2.71K +67 +0.9%
PA
110
PSI Advisors
Florida
$285K +$293K +7,235 New
PPW
111
Pasadena Private Wealth
California
$276K -$8.17K -202 -3%
EVM
112
Eaton Vance Management
Massachusetts
$276K
AFP
113
Ausdal Financial Partners
Iowa
$272K +$279K +6,899 New
DWT
114
Dorsey & Whitney Trust
South Dakota
$266K +$4.81K +119 +2%
GVAG
115
Great Valley Advisor Group
Delaware
$266K +$50.3K +1,243 +23%
SIMG
116
Sonora Investment Management Group
Arizona
$264K
AAA
117
Adams Asset Advisors
Texas
$260K
SFM
118
Signet Financial Management
New Jersey
$259K +$30.6K +757 +13%
MFA
119
Morling Financial Advisors
California
$257K +$264K +6,528 New
SWP
120
Stratos Wealth Partners
Ohio
$250K +$256K +6,332 New
MFG
121
Magnus Financial Group
New York
$241K +$247K +6,102 New
JMPWA
122
JP Morgan Private Wealth Advisors
California
$233K
JIP
123
Jaffetilchin Investment Partners
Florida
$227K +$1.42K +35 +0.6%
CF
124
Centaurus Financial
California
$217K -$68.6K -1,697 -24%
FAIM
125
Financial Advocates Investment Management
Washington
$217K -$19.2K -475 -8%

MLPA Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2022, worth a combined $637M — up 10% from $577M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MLPA positions and 18 closed out — a net gain of 6 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11M. The largest seller was Stephens Inc, cutting an estimated $5.12M.

  • 169 institutional investors held Global X MLP ETF (MLPA) as of Q3 2022, up from 163 in Q2 2022.
  • Funds reported $637M of Global X MLP ETF stock for Q3 2022, up 10% quarter-over-quarter.
  • 24 funds opened new Global X MLP ETF positions in Q3 2022 and 18 closed out, a net change of +6 holders.
  • The largest Global X MLP ETF buyer in Q3 2022 was Rockefeller Capital Management, an estimated $11M added.
  • The largest Global X MLP ETF seller in Q3 2022 was Stephens Inc, an estimated $5.12M sold.

Based on aggregated 13F filings for Q3 2022.