Global X MLP ETF
MLPA
183 hedge funds and large institutions have $697M invested in Global X MLP ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
23% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 56
3% more funds holding
Funds holding: 178 → 183 (+5)
3% less capital invested
Capital invested by funds: $716M → $697M (-$18.9M)
2.83% less ownership
Funds ownership: 52.62% → 49.78% (-2.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
79% less call options, than puts
Call options by funds: $54K | Put options by funds: $263K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.62M |
| 2 |
Morgan Stanley
New York
|
+$3.2M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$2.42M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.3M |
| 5 |
Cerity Partners
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$28.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$17.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.28M |
| 4 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$1.93M |
| 5 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$1.91M |
MLPA Hedge Fund Activity: Q3 2023 in Review
183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2023, worth a combined $697M — down 2.6% from $716M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MLPA positions and 20 closed out — a net gain of 7 holders — while 69 added to existing stakes and 56 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $5.62M. The largest seller was Bard Financial Services, exiting entirely with an estimated $28.4M sold.
- 183 institutional investors held Global X MLP ETF (MLPA) as of Q3 2023, up from 178 in Q2 2023.
- Funds reported $697M of Global X MLP ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
- 27 funds opened new Global X MLP ETF positions in Q3 2023 and 20 closed out, a net change of +7 holders.
- The largest Global X MLP ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $5.62M added.
- The largest Global X MLP ETF seller in Q3 2023 was Bard Financial Services, an estimated $28.4M sold.
Based on aggregated 13F filings for Q3 2023.