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Global X MLP ETF

169 hedge funds and large institutions have $637M invested in Global X MLP ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $577M → $637M (+$60M)

4% more funds holding

Funds holding: 163169 (+6)

1.53% more ownership

Funds ownership: 51.61%53.14% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
24
Increased
60
Reduced
55
Closed
18
Calls
$505K
Puts
Net Calls
+$505K
Net Calls Change
-$722K
Name Holding Trade Value Shares
Change
Change in
Stake
SMF
126
Sterling Manor Financial
New York
$213K +$218K +5,400 New
VAG
127
VisionPoint Advisory Group
Texas
$209K -$143K -3,528 -40%
ACA
128
Atlas Capital Advisors
Wyoming
$207K -$16.2K -400 -7%
KFGK
129
Keystone Financial Group (Kentucky)
Kentucky
$205K -$16.2K -401 -7%
HWA
130
Heartwood Wealth Advisors
Virginia
$204K +$209K +5,167 New
USCWA
131
U.S. Capital Wealth Advisors
Texas
$201K +$206K +5,100 New
HI
132
Hudock Inc
Pennsylvania
$144K +$1.21K +30 +0.8%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$117K -$433K -10,696 -78%
RCC
134
Red Cedar Capital
Nebraska
$116K
FHA
135
First Horizon Advisors
Tennessee
$97K -$364 -9 -0.4%
JP Morgan Chase
136
JP Morgan Chase
New York
$90K +$7.48K +185 +9%
CFD
137
Creative Financial Designs
Indiana
$85K +$3.24K +80 +4%
BWL
138
Bogart Wealth LLC
Virginia
$82K -$25.2K -623 -23%
FWP
139
FAS Wealth Partners
Kansas
$79K +$1.5K +37 +2%
PTC
140
Private Trust Company
Ohio
$42K
TRCT
141
Tower Research Capital (TRC)
New York
$35K -$6.55K -162 -15%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$32K
BWP
143
Baldwin Wealth Partners
Massachusetts
$30K
RCM
144
Raleigh Capital Management
North Carolina
$28K -$2.43K -60 -8%
CB
145
Community Bank
New York
$27K
CIAS
146
Capital Investment Advisory Services
North Carolina
$27K +$27.9K +690 New
APA
147
American Portfolios Advisors
New York
$26.7K
William Blair & Company
148
William Blair & Company
Illinois
$25K
AWM
149
Activest Wealth Management
Florida
$23K +$24.1K +595 New
CAL
150
Capital Advisors Ltd
Ohio
$22K

MLPA Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2022, worth a combined $637M — up 10% from $577M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MLPA positions and 18 closed out — a net gain of 6 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11M. The largest seller was Stephens Inc, cutting an estimated $5.12M.

  • 169 institutional investors held Global X MLP ETF (MLPA) as of Q3 2022, up from 163 in Q2 2022.
  • Funds reported $637M of Global X MLP ETF stock for Q3 2022, up 10% quarter-over-quarter.
  • 24 funds opened new Global X MLP ETF positions in Q3 2022 and 18 closed out, a net change of +6 holders.
  • The largest Global X MLP ETF buyer in Q3 2022 was Rockefeller Capital Management, an estimated $11M added.
  • The largest Global X MLP ETF seller in Q3 2022 was Stephens Inc, an estimated $5.12M sold.

Based on aggregated 13F filings for Q3 2022.