Global X MLP ETF
MLPA
107 hedge funds and large institutions have $462M invested in Global X MLP ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 80 closing their positions.
81% more capital invested
Capital invested by funds: $256M → $462M (+$206M)
56.41% more ownership
Funds ownership: 9.47% → 65.88% (+56%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
35% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 49
36% less funds holding
Funds holding: 168 → 107 (-61)
76% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$108M |
| 2 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$10.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.82M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.03M |
| 5 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.8M |
| 2 |
BO
BRR OpCo
Columbus,
Ohio
|
-$7.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.54M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.07M |
| 5 |
QI
QS Investors
New York
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFA
176
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$3.75K | -139 | -99% |
|
|
WAP
177
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$2K | -113 | Closed |
|
|
SWM
178
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$2K | -93 | Closed |
|
179
BlackRock
New York
| – | -$2K | -80 | Closed |
|
|
BHWM
180
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$1K | -72 | Closed |
|
|
WAMC
181
Western Asset Management Company
Pasadena,
California
| – | -$1K | -37 | Closed |
|
|
AAM
182
Advisors Asset Management
Monument,
Colorado
| – | -$1K | -34 | Closed |
|
|
CIAS
183
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$1K | -31 | Closed |
|
|
NFG
184
Next Financial Group
Houston,
Texas
| – | -$1K | -30 | Closed |
|
|
PA
185
Procyon Advisors
Shelton,
Connecticut
| – | -$54 | -2 | -29% |
|
186
Credit Agricole
Montrouge Cedex,
France
| – | +$27 | +1 | New |
|
MLPA Hedge Fund Activity: Q2 2020 in Review
107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2020, worth a combined $462M — up 81% from $256M a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of MLPA and 19 opened new positions — a net loss of 61 holders — while 49 trimmed existing stakes and 32 added.
The largest buyer was Creative Planning, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.
- 107 institutional investors held Global X MLP ETF (MLPA) as of Q2 2020, down from 168 in Q1 2020.
- Funds reported $462M of Global X MLP ETF stock for Q2 2020, up 81% quarter-over-quarter.
- 19 funds opened new Global X MLP ETF positions in Q2 2020 and 80 closed out, a net change of -61 holders.
- The largest Global X MLP ETF buyer in Q2 2020 was Creative Planning, an estimated $108M added.
- The largest Global X MLP ETF seller in Q2 2020 was Morgan Stanley, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2020.