Global X MLP ETF
MLPA
140 hedge funds and large institutions have $530M invested in Global X MLP ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 17 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 43
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% less capital invested
Capital invested by funds: $531M → $530M (-$1.15M)
0.31% less ownership
Funds ownership: 9.95% → 9.63% (-0.31%)
1% less funds holding
Funds holding: 142 → 140 (-2)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.59M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$5.09M |
| 4 |
Morgan Stanley
New York
|
+$4.57M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.48M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$3.74M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$2.15M |
| 5 |
QI
QS Investors
New York
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
151
Tower Research Capital (TRC)
New York
| – | -$57.6K | -1,092 | Closed |
|
|
PMFA
152
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$30K | -569 | Closed |
|
|
SWM
153
SeaCrest Wealth Management
Purchase,
New York
| – | -$27K | -500 | Closed |
|
|
AWM
154
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | -$3K | -73 | Closed |
|
|
AIC
155
Archer Investment Corporation
Carmel,
Indiana
| – | -$3K | -56 | Closed |
|
156
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$369 | +7 | New |
|
MLPA Hedge Fund Activity: Q2 2019 in Review
140 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2019, worth a combined $530M — down 0.22% from $531M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MLPA positions and 17 closed out — a net gain of 1 holder — while 66 added to existing stakes and 43 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $10.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.14M sold.
- 140 institutional investors held Global X MLP ETF (MLPA) as of Q2 2019, down from 142 in Q1 2019.
- Funds reported $530M of Global X MLP ETF stock for Q2 2019, down 0.22% quarter-over-quarter.
- 18 funds opened new Global X MLP ETF positions in Q2 2019 and 17 closed out, a net change of +1 holder.
- The largest Global X MLP ETF buyer in Q2 2019 was Mercer Global Advisors, an estimated $10.2M added.
- The largest Global X MLP ETF seller in Q2 2019 was Citadel Advisors, an estimated $6.14M sold.
Based on aggregated 13F filings for Q2 2019.