Global X MLP ETF
MLPA
151 hedge funds and large institutions have $539M invested in Global X MLP ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
23% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 48
8% more funds holding
Funds holding: 140 → 151 (+11)
2% more capital invested
Capital invested by funds: $530M → $539M (+$8.88M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.25% less ownership
Funds ownership: 9.63% → 9.38% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$11.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.34M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$7.08M |
| 4 |
Morgan Stanley
New York
|
+$3.15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WESPAC Advisors
Orinda,
California
|
-$3.47M |
| 2 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$2.56M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$2.53M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.29M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$902K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
151
Glenmede Trust
Philadelphia,
Pennsylvania
| $6 | – | – | – |
|
|
WA
152
WESPAC Advisors
Orinda,
California
| – | -$3.47M | -65,557 | Closed |
|
|
MA
153
Mutual Advisors
Omaha,
Nebraska
| – | -$734K | -13,864 | Closed |
|
154
Jane Street
New York
| – | -$706K | -13,342 | Closed |
|
|
SS
155
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$350K | -6,620 | Closed |
|
156
Mariner
Overland Park,
Kansas
| – | -$244K | -4,620 | Closed |
|
|
NR
157
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$207K | -3,905 | Closed |
|
|
SBSB
158
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| – | -$141K | -2,667 | Closed |
|
159
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$133K | -2,505 | Closed |
|
|
HWMG
160
Hurlow Wealth Management Group
Bloomington,
Indiana
| – | -$122K | -2,239 | Closed |
|
|
TPW
161
Tiller Private Wealth
Bethlehem,
Pennsylvania
| – | -$111K | -2,101 | Closed |
|
|
PA
162
PFG Advisors
Phoenix,
Arizona
| – | -$100K | -1,845 | Closed |
|
163
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -15 | Closed |
|
MLPA Hedge Fund Activity: Q3 2019 in Review
151 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2019, worth a combined $539M — up 1.7% from $530M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MLPA positions and 13 closed out — a net gain of 12 holders — while 59 added to existing stakes and 48 trimmed.
The largest buyer was McGowan Group Asset Management, adding an estimated $11.2M. The largest seller was WESPAC Advisors, exiting entirely with an estimated $3.47M sold.
- 151 institutional investors held Global X MLP ETF (MLPA) as of Q3 2019, up from 140 in Q2 2019.
- Funds reported $539M of Global X MLP ETF stock for Q3 2019, up 1.7% quarter-over-quarter.
- 25 funds opened new Global X MLP ETF positions in Q3 2019 and 13 closed out, a net change of +12 holders.
- The largest Global X MLP ETF buyer in Q3 2019 was McGowan Group Asset Management, an estimated $11.2M added.
- The largest Global X MLP ETF seller in Q3 2019 was WESPAC Advisors, an estimated $3.47M sold.
Based on aggregated 13F filings for Q3 2019.