We are live on ! Find out more
MLPA icon

Global X MLP ETF

107 hedge funds and large institutions have $462M invested in Global X MLP ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $256M → $462M (+$206M)

56.41% more ownership

Funds ownership: 9.47%65.88% (+56%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

35% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 49

36% less funds holding

Funds holding: 168107 (-61)

76% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 80

Holders
107
Holders Change
-61
Holders Change %
-36.31%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
32
Reduced
49
Closed
80
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
-$193K -10,197 Closed
PWM
127
PBMares Wealth Management
Virginia
-$161K -8,507 Closed
AIP
128
ARS Investment Partners
New York
-$134K -7,083 Closed
WMG
129
WESCAP Management Group
California
-$128K -6,793 Closed
AAA
130
Adams Asset Advisors
Texas
-$124K -6,600 Closed
PAS
131
Park Avenue Securities
New York
-$118K -6,257 Closed
BCM
132
Breiter Capital Management
Florida
-$111K -5,892 Closed
CA
133
Cetera Advisors
Colorado
-$106K -5,627 Closed
TW
134
TrinityPoint Wealth
Connecticut
-$106K -5,611 Closed
Baird Financial Group
135
Baird Financial Group
Wisconsin
-$105K -5,571 Closed
HCIA
136
Hochman Cole Investment Advisors
Illinois
-$96K -5,076 Closed
MCM
137
Maryland Capital Management
Maryland
-$93K -4,932 Closed
DJSG
138
D.J. St. Germain
Massachusetts
-$91K -4,812 Closed
FA
139
FDx Advisors
Illinois
-$84K -4,421 Closed
SS
140
Simplicity Solutions
Minnesota
-$83K -4,382 Closed
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
-$80K -4,251 Closed
GAM
142
Gould Asset Management
California
-$80K -4,233 Closed
KFGK
143
Keystone Financial Group (Kentucky)
Kentucky
-$77K -4,099 Closed
BJL
144
Brighton Jones LLC
Washington
-$71K -3,735 Closed
AIP
145
Ahrens Investment Partners
Louisiana
-$67K -3,566 Closed
C
146
Certuity
Florida
-$64K -3,409 Closed
ZCA
147
Zeke Capital Advisors
Pennsylvania
-$63K -3,310 Closed
AssetMark Inc
148
AssetMark Inc
California
-$83.9K -3,108 -99%
TRCT
149
Tower Research Capital (TRC)
New York
-$58K -3,070 Closed
WA
150
Winfield Associates
Ohio
-$57K -3,000 Closed

MLPA Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2020, worth a combined $462M — up 81% from $256M a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MLPA and 19 opened new positions — a net loss of 61 holders — while 49 trimmed existing stakes and 32 added.

The largest buyer was Creative Planning, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.

  • 107 institutional investors held Global X MLP ETF (MLPA) as of Q2 2020, down from 168 in Q1 2020.
  • Funds reported $462M of Global X MLP ETF stock for Q2 2020, up 81% quarter-over-quarter.
  • 19 funds opened new Global X MLP ETF positions in Q2 2020 and 80 closed out, a net change of -61 holders.
  • The largest Global X MLP ETF buyer in Q2 2020 was Creative Planning, an estimated $108M added.
  • The largest Global X MLP ETF seller in Q2 2020 was Morgan Stanley, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.