Global X MLP ETF
MLPA
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.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+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: 163 → 169 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$11M |
| 2 |
Morgan Stanley
New York
|
+$3.56M |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$3.07M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.93M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$5.12M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$1.99M |
| 3 |
GG
Golden Green
Seneca,
South Carolina
|
-$1.91M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.82M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
176
FWL Investment Management
Dallas,
Texas
| – | -$221K | -5,988 | Closed |
|
177
Goldman Sachs
New York
| – | -$219K | -5,953 | Closed |
|
|
AIP
178
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$43K | -1,166 | Closed |
|
|
HCP
179
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$27K | -736 | Closed |
|
|
AF
180
Allworth Financial
Folsom,
California
| – | -$17K | -448 | Closed |
|
|
PFS
181
Prospera Financial Services
Dallas,
Texas
| – | -$15K | -416 | Closed |
|
182
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$14K | -380 | Closed |
|
|
PMFA
183
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$7K | -182 | Closed |
|
|
WBC
184
West Branch Capital
Amherst,
Massachusetts
| – | -$4K | -98 | Closed |
|
|
CA
185
CoreCap Advisors
Southfield,
Michigan
| – | -$2K | -53 | Closed |
|
|
NMG
186
New Millennium Group
Sandy,
Utah
| – | -$81 | -2 | -29% |
|
|
SWM
187
Selective Wealth Management
Forest,
Virginia
| – | +$243 | +6 | New |
|
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.