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Global X MLP ETF

20 hedge funds and large institutions have $72.6M invested in Global X MLP ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

73% more capital invested

Capital invested by funds: $41.9M → $72.6M (+$30.6M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 1920 (+1)

2.11% more ownership

Funds ownership: 6.61%8.72% (+2.1%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$35.6M +$13.9M +134,357 +65%
WBG
2
Wharton Business Group
Pennsylvania
$17.3M +$14.2M +137,275 +473%
Morgan Stanley
3
Morgan Stanley
New York
$7.91M +$579K +5,599 +8%
Bank of America
4
Bank of America
North Carolina
$2.13M +$188K +1,822 +10%
LPL Financial
5
LPL Financial
California
$1.94M +$26.5K +256 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.86M +$1.84M +17,846 New
GI
7
Gradient Investments
Minnesota
$1.33M +$421K +4,074 +47%
VF
8
Virtu Financial
New York
$1.18M +$1.18M +11,378 New
U
9
UBS
Switzerland
$866K -$783K -7,571 -48%
RJA
10
Raymond James & Associates
Florida
$488K +$38.9K +376 +9%
AI
11
Atria Investments
North Carolina
$429K -$58.3K -564 -12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$379K +$72.3K +699 +24%
JP Morgan Chase
13
JP Morgan Chase
New York
$296K +$9.92K +96 +3%
BHBT
14
Burke & Herbert Bank & Trust
Virginia
$264K
VKH
15
Virtu KCG Holdings
New York
$255K +$253K +2,448 New
AIG
16
American International Group
New York
$152K +$11.2K +108 +8%
TIM
17
Tortoise Investment Management
New York
$80K -$28K -271 -26%
Creative Planning
18
Creative Planning
Kansas
$38K
WA
19
WFG Advisors
Texas
$24K +$103 +1 +0.4%
PAG
20
Private Advisor Group
New Jersey
$19K +$19.1K +185 New
SMC
21
Smith, Moore & Co
Missouri
-$909K -8,744 Closed
Jane Street
22
Jane Street
New York
-$408K -3,924 Closed
AP
23
Advisors Preferred
Maryland
-$114K -1,098 Closed

MLPA Hedge Fund Activity: Q3 2014 in Review

20 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2014, worth a combined $72.6M — up 73% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MLPA positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $14.2M. The largest seller was Smith, Moore & Co, exiting entirely with an estimated $909K sold.

  • 20 institutional investors held Global X MLP ETF (MLPA) as of Q3 2014, up from 19 in Q2 2014.
  • Funds reported $72.6M of Global X MLP ETF stock for Q3 2014, up 73% quarter-over-quarter.
  • 4 funds opened new Global X MLP ETF positions in Q3 2014 and 3 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q3 2014 was Wharton Business Group, an estimated $14.2M added.
  • The largest Global X MLP ETF seller in Q3 2014 was Smith, Moore & Co, an estimated $909K sold.

Based on aggregated 13F filings for Q3 2014.