Global X MLP ETF
MLPA
208 hedge funds and large institutions have $836M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 11 closing their positions.
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
24% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 58
20% more capital invested
Capital invested by funds: $697M → $836M (+$139M)
14% more call options, than puts
Call options by funds: $323K | Put options by funds: $284K
14% more funds holding
Funds holding: 183 → 208 (+25)
7.95% more ownership
Funds ownership: 49.78% → 57.74% (+8%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$122M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.47M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.04M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$4.72M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$15.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$3.45M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.33M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.85M |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$1.31M |
MLPA Hedge Fund Activity: Q4 2023 in Review
208 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2023, worth a combined $836M — up 20% from $697M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MLPA positions and 11 closed out — a net gain of 28 holders — while 72 added to existing stakes and 58 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was Bank of Montreal, cutting an estimated $15.2M.
- 208 institutional investors held Global X MLP ETF (MLPA) as of Q4 2023, up from 183 in Q3 2023.
- Funds reported $836M of Global X MLP ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 39 funds opened new Global X MLP ETF positions in Q4 2023 and 11 closed out, a net change of +28 holders.
- The largest Global X MLP ETF buyer in Q4 2023 was Morgan Stanley, an estimated $122M added.
- The largest Global X MLP ETF seller in Q4 2023 was Bank of Montreal, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2023.