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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
TWM
151
Tradition Wealth Management
Minnesota
$20K +$364 +9 +2%
BCMLT
152
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K -$40 -1 -0.2%
BTI
153
Blue Trust Inc
Georgia
$15K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.2K +375 New
HSA
155
HBK Sorce Advisory
Pennsylvania
$15K +$607K +15,000 New
FFA
156
Founders Financial Alliance
North Carolina
$14K
AA
157
Ancora Advisors
Ohio
$12K
ACA
158
Aptus Capital Advisors
Alabama
$6K
CA
159
Clearstead Advisors
Ohio
$5K +$5.54K +137 New
SWM
160
Spire Wealth Management
Virginia
$4K -$422K -10,437 -99%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$4K -$4.93K -122 -55%
BlackRock
162
BlackRock
New York
$2K -$647 -16 -21%
Citigroup
163
Citigroup
New York
$2K +$202 +5 +11%
PA
164
Parallel Advisors
California
$1K
US Bancorp
165
US Bancorp
Minnesota
$1K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$382 +$391K +9,658 New
WIM
167
Westside Investment Management
California
$6
ACM
168
AlphaStar Capital Management
North Carolina
-$812K -22,020 Closed
CJFS
169
Coulter & Justus Financial Services
Tennessee
-$762K -20,673 Closed
GWM
170
Geneos Wealth Management
Colorado
-$769K -20,562 Closed
SOS
171
Silver Oak Securities
Tennessee
-$641K -16,785 Closed
FWM
172
FFT Wealth Management
Pennsylvania
-$505K -13,706 Closed
Wolverine Trading
173
Wolverine Trading
Illinois
-$410K -11,020 Closed
BRWA
174
B. Riley Wealth Advisors
Florida
-$357K -9,674 Closed
FPCP
175
Fort Point Capital Partners
California
-$332K -9,000 Closed

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.