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Global X MLP ETF

136 hedge funds and large institutions have $521M invested in Global X MLP ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

23% more capital invested

Capital invested by funds: $425M → $521M (+$96.2M)

3% more funds holding

Funds holding: 132136 (+4)

1.22% less ownership

Funds ownership: 52.27%51.05% (-1.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
52
Reduced
39
Closed
15
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$5K +$4.45K +121 +550%
Simplex Trading
127
Simplex Trading
Illinois
$5K +$5.3K +144 New
BC
128
Barnett & Company
Tennessee
$4K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$2K
GLLW
130
Graves Light Lenhart Wealth
Virginia
$2K
SB
131
Strategic Blueprint
Georgia
$2K +$2.28K +62 New
US Bancorp
132
US Bancorp
Minnesota
$1K -$78.4K -2,131 -99%
Citigroup
133
Citigroup
New York
$1K -$147 -4 -15%
LAS
134
Lloyd Advisory Services
Georgia
$1K
WIM
135
Westside Investment Management
California
$6
QI
136
QS Investors
New York
-$3.05M -92,303 Closed
IC
137
Inscription Capital
Texas
-$1.49M -45,054 Closed
WIA
138
Wealthstreet Investment Advisors
Texas
-$1.09M -32,923 Closed
Wolverine Trading
139
Wolverine Trading
Illinois
-$677K -20,837 Closed
SF
140
Synovus Financial
Georgia
-$306K -9,245 Closed
DWT
141
Dorsey & Whitney Trust
South Dakota
-$295K -8,921 Closed
DTC
142
Davidson Trust Company
Washington
-$289K -8,757 Closed
RFA
143
Reilly Financial Advisors
California
-$67K -2,047 Closed
AIC
144
Ameritas Investment Company
Nebraska
-$28.6K -866 Closed
MA
145
MUFG Americas
New York
-$16K -483 Closed
SIM
146
Sonora Investment Management
Arizona
-$8K -233 Closed
EP
147
Eudaimonia Partners
Tennessee
-$5K -166 Closed
FMII
148
Farmers & Merchants Investments Inc
Nebraska
-$2K -66 Closed
William Blair & Company
149
William Blair & Company
Illinois
-$2K -66 Closed

MLPA Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2021, worth a combined $521M — up 23% from $425M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MLPA positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 39 trimmed.

The largest buyer was Rational Advisors, adding an estimated $12.4M. The largest seller was FFT Wealth Management, cutting an estimated $7.58M.

  • 136 institutional investors held Global X MLP ETF (MLPA) as of Q2 2021, up from 132 in Q1 2021.
  • Funds reported $521M of Global X MLP ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 20 funds opened new Global X MLP ETF positions in Q2 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q2 2021 was Rational Advisors, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q2 2021 was FFT Wealth Management, an estimated $7.58M sold.

Based on aggregated 13F filings for Q2 2021.