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Global X MLP ETF

151 hedge funds and large institutions have $539M invested in Global X MLP ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8% more funds holding

Funds holding: 140151 (+11)

2% more capital invested

Capital invested by funds: $530M → $539M (+$8.88M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.25% less ownership

Funds ownership: 9.63%9.38% (-0.25%)

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
59
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
Tradewinds Capital Management
Washington
$27K -$34.4K -667 -56%
APC
127
Aspire Private Capital
North Carolina
$25K -$10.3K -200 -29%
WP
128
WealthShield Partners
North Carolina
$23K +$24K +466 New
CDIA
129
Capital Directions Investment Advisors
Georgia
$22K +$22.5K +436 New
William Blair & Company
130
William Blair & Company
Illinois
$21K -$34.4K -667 -62%
TF
131
TimeScale Financial
Massachusetts
$19K
SFA
132
Semmax Financial Advisors
North Carolina
$16K -$3.5K -68 -18%
GRP
133
Global Retirement Partners
California
$13K -$8.61K -167 -40%
SIM
134
Sonora Investment Management
Arizona
$12K +$12K +233 New
AIC
135
Ameritas Investment Company
Nebraska
$11K +$11.4K +221 New
SF
136
Synovus Financial
Georgia
$11K +$11.7K +228 New
PA
137
Parallel Advisors
California
$10K +$10.1K +196 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$9K -$42.9K -833 -83%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$9K -$7.83K -152 -46%
CFGS
140
Concourse Financial Group Securities
Alabama
$6K -$11.3K -220 -65%
BCI
141
Brinker Capital Investments
Pennsylvania
$6K
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$6K
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$4K -$9.84K -191 -68%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$3K +$2.58K +50 New
SFS
145
Sowell Financial Services
Arkansas
$3K +$3.56K +69 New
RIA
146
Realta Investment Advisors
Delaware
$2K -$1.34K -26 -35%
AAM
147
Advisors Asset Management
Colorado
$2K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$2K
Citigroup
149
Citigroup
New York
$1K
KWA
150
KCS Wealth Advisory
California
$243 +$258 +5 New

MLPA Hedge Fund Activity: Q3 2019 in Review

151 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2019, worth a combined $539M — up 1.7% from $530M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MLPA positions and 13 closed out — a net gain of 12 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was McGowan Group Asset Management, adding an estimated $11.2M. The largest seller was WESPAC Advisors, exiting entirely with an estimated $3.47M sold.

  • 151 institutional investors held Global X MLP ETF (MLPA) as of Q3 2019, up from 140 in Q2 2019.
  • Funds reported $539M of Global X MLP ETF stock for Q3 2019, up 1.7% quarter-over-quarter.
  • 25 funds opened new Global X MLP ETF positions in Q3 2019 and 13 closed out, a net change of +12 holders.
  • The largest Global X MLP ETF buyer in Q3 2019 was McGowan Group Asset Management, an estimated $11.2M added.
  • The largest Global X MLP ETF seller in Q3 2019 was WESPAC Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2019.