Global X MLP ETF
MLPA
118 hedge funds and large institutions have $476M invested in Global X MLP ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 17 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 31
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
7% more funds holding
Funds holding: 110 → 118 (+8)
1.63% less ownership
Funds ownership: 13.14% → 11.51% (-1.6%)
22% less capital invested
Capital invested by funds: $613M → $476M (-$138M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.66M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$4.52M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.15M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$53.8M |
| 2 |
DCM
DeGreen Capital Management
Scottsdale,
Arizona
|
-$13M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.3M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.67M |
| 5 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$2.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
126
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$181K | -3,067 | Closed |
|
|
SGAM
127
Steinberg Global Asset Management
Boca Raton,
Florida
| – | -$138K | -2,325 | Closed |
|
|
LPT
128
Legacy Private Trust
Neenah,
Wisconsin
| – | -$129K | -2,183 | Closed |
|
|
SPC
129
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$113K | -1,916 | Closed |
|
|
PWMAG
130
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| – | -$112K | -1,897 | Closed |
|
131
Barclays
London,
United Kingdom
| – | -$111K | -1,868 | Closed |
|
|
AC
132
Avestar Capital
New York
| – | -$32K | -554 | Closed |
|
|
CA
133
Calton & Associates
Tampa,
Florida
| – | -$15K | -244 | Closed |
|
|
PWM
134
Paulson Wealth Management
Wheaton,
Illinois
| – | -$9K | -159 | Closed |
|
|
FMII
135
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$7K | -126 | Closed |
|
MLPA Hedge Fund Activity: Q1 2018 in Review
118 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2018, worth a combined $476M — down 22% from $613M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MLPA positions and 17 closed out — a net gain of 8 holders — while 52 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.08M. The largest seller was Cantor Fitzgerald Investment Advisors, cutting an estimated $53.8M.
- 118 institutional investors held Global X MLP ETF (MLPA) as of Q1 2018, up from 110 in Q4 2017.
- Funds reported $476M of Global X MLP ETF stock for Q1 2018, down 22% quarter-over-quarter.
- 25 funds opened new Global X MLP ETF positions in Q1 2018 and 17 closed out, a net change of +8 holders.
- The largest Global X MLP ETF buyer in Q1 2018 was Morgan Stanley, an estimated $6.08M added.
- The largest Global X MLP ETF seller in Q1 2018 was Cantor Fitzgerald Investment Advisors, an estimated $53.8M sold.
Based on aggregated 13F filings for Q1 2018.