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Global X MLP ETF

182 hedge funds and large institutions have $2.3B invested in Global X MLP ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

809% more call options, than puts

Call options by funds: $491K | Put options by funds: $54K

261% more capital invested

Capital invested by funds: $637M → $2.3B (+$1.66B)

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

8% more funds holding

Funds holding: 169182 (+13)

2.85% more ownership

Funds ownership: 53.14%55.99% (+2.9%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
32
Increased
75
Reduced
46
Closed
13
Calls
$491K
Puts
$54K
Net Calls
+$437K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
151
Baldwin Wealth Partners
Massachusetts
$31K
RCM
152
Raleigh Capital Management
North Carolina
$30K +$335 +8 +1%
CIAS
153
Capital Investment Advisory Services
North Carolina
$28.5K
CB
154
Community Bank
New York
$28.1K
MWM
155
MinichMacGregor Wealth Management
New York
$26.8K +$27.2K +649 New
William Blair & Company
156
William Blair & Company
Illinois
$26.2K
AWM
157
Activest Wealth Management
Florida
$24.6K
SIC
158
Salem Investment Counselors
North Carolina
$23K +$23.4K +558 New
CAL
159
Capital Advisors Ltd
Ohio
$23K
TWM
160
Tradition Wealth Management
Minnesota
$21K
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.6K -$880 -21 -5%
FWA
162
Freedom Wealth Alliance
Wisconsin
$17.3K +$17.5K +418 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$16K +$1.01K +24 +6%
FFA
164
Founders Financial Alliance
North Carolina
$14.5K
BAM
165
Belpointe Asset Management
Nevada
$13.5K +$13.7K +328 New
MWM
166
Mascoma Wealth Management
New Hampshire
$12K +$12.2K +291 New
AA
167
Ancora Advisors
Ohio
$12K
HCM
168
Hollencrest Capital Management
California
$8.88K +$9.01K +215 New
CAS
169
Coppell Advisory Solutions
Texas
$6.57K +$6.66K +159 New
CASC
170
Coppell Advisory Solutions Corp
Texas
$6.57K +$6.66K +159 New
FFA
171
Farther Finance Advisors
California
$5.7K +$5.78K +138 New
CA
172
Clearstead Advisors
Ohio
$5.66K
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$4.13K -$121K -2,878 -97%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$4.05K
SWM
175
Spire Wealth Management
Virginia
$4K +$84 +2 +2%

MLPA Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2022, worth a combined $2.3B — up 261% from $637M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 13 closed out — a net gain of 19 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $18.7M. The largest seller was Almanack Investment Partners, cutting an estimated $7.4M.

  • 182 institutional investors held Global X MLP ETF (MLPA) as of Q4 2022, up from 169 in Q3 2022.
  • Funds reported $2.3B of Global X MLP ETF stock for Q4 2022, up 261% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2022 and 13 closed out, a net change of +19 holders.
  • The largest Global X MLP ETF buyer in Q4 2022 was Deutsche Bank, an estimated $18.7M added.
  • The largest Global X MLP ETF seller in Q4 2022 was Almanack Investment Partners, an estimated $7.4M sold.

Based on aggregated 13F filings for Q4 2022.