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Global X MLP ETF
MLPA

Overview Fund Activity

19 hedge funds and large institutions have $25.2M invested in Global X MLP ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$7.8M
2
Morgan Stanley
Morgan Stanley
New York
$5.89M
3
RJA
Raymond James & Associates
Florida
$358K
4
GI
Gradient Investments
Minnesota
$503K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$255K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.91M
2
U
UBS
Switzerland
$1.38M
3
LPL Financial
LPL Financial
California
$1.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$266K
5
WA
WFG Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.8M +$7.36M +76,005 +1,662%
Morgan Stanley
2
Morgan Stanley
New York
$5.89M +$1.51M +15,590 +34%
WBG
3
Wharton Business Group
Pennsylvania
$2.71M +$10.2K +105 +0.4%
Bank of America
4
Bank of America
North Carolina
$1.91M -$796K -8,217 -29%
LPL Financial
5
LPL Financial
California
$1.7M -$86.8K -896 -5%
U
6
UBS
Switzerland
$1.38M -$97.7K -1,009 -7%
SMC
7
Smith, Moore & Co
Missouri
$873K – – –
AI
8
Atria Investments
North Carolina
$582K +$90.8K +938 +18%
GI
9
Gradient Investments
Minnesota
$503K +$220K +2,272 +78%
RJA
10
Raymond James & Associates
Florida
$358K +$358K +3,700 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$266K -$16.8K -174 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$255K +$118K +1,221 +87%
BHBT
13
Burke & Herbert Bank & Trust
Virginia
$245K – – –
VKH
14
Virtu KCG Holdings
New York
$244K +$42.4K +437 +21%
WIC
15
Whitegate Investment Counselors
New Hampshire
$240K +$240K +4,092 New
TIM
16
Tortoise Investment Management
New York
$120K +$4.85K +50 +4%
AIG
17
American International Group
New York
$82.5K +$10.3K +106 +14%
Creative Planning
18
Creative Planning
Kansas
$35K +$35K +363 New
HR
19
Howe & Rusling
New York
$8K +$8K +86 New
WA
20
WFG Advisors
Texas
– -$6K -61 Closed