Global X MLP ETF
MLPA
112 hedge funds and large institutions have $322M invested in Global X MLP ETF in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 17 closing their positions.
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
10% more funds holding
Funds holding: 102 → 112 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less capital invested
Capital invested by funds: $362M → $322M (-$40M)
14.1% less ownership
Funds ownership: 63.98% → 49.88% (-14%)
39% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 41
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$2.87M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.5M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.34M |
| 5 |
Morgan Stanley
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$54.4M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$52.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.86M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.73M |
| 5 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$3.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$103 | +4 | New |
|
MLPA Hedge Fund Activity: Q4 2020 in Review
112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2020, worth a combined $322M — down 11% from $362M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MLPA positions and 17 closed out — a net gain of 12 holders — while 25 added to existing stakes and 41 trimmed.
The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $2.87M. The largest seller was UBS Group, cutting an estimated $54.4M.
- 112 institutional investors held Global X MLP ETF (MLPA) as of Q4 2020, up from 102 in Q3 2020.
- Funds reported $322M of Global X MLP ETF stock for Q4 2020, down 11% quarter-over-quarter.
- 29 funds opened new Global X MLP ETF positions in Q4 2020 and 17 closed out, a net change of +12 holders.
- The largest Global X MLP ETF buyer in Q4 2020 was Dynamic Advisor Solutions, an estimated $2.87M added.
- The largest Global X MLP ETF seller in Q4 2020 was UBS Group, an estimated $54.4M sold.
Based on aggregated 13F filings for Q4 2020.