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Global X MLP ETF
MLPA

Overview Fund Activity

21 hedge funds and large institutions have $91.9M invested in Global X MLP ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45.6M
2
WBG
Wharton Business Group
Pennsylvania
$24.2M
3
Morgan Stanley
Morgan Stanley
New York
$11.6M
4
SMC
Smith, Moore & Co
Missouri
$836K
5
RJA
Raymond James & Associates
Florida
$979K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
LPL Financial
LPL Financial
California
$578K
3
VF
Virtu Financial
New York
$0
4
Bank of America
Bank of America
North Carolina
$1.46M
5
AI
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$45.6M +$12.8M +133,963 +39%
WBG
2
Wharton Business Group
Pennsylvania
$24.2M +$8.27M +86,495 +52%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M +$4.29M +44,884 +59%
SFM
4
Signet Financial Management
New Jersey
$1.87M +$1.87M +19,558 New
GI
5
Gradient Investments
Minnesota
$1.54M +$315K +3,288 +26%
Bank of America
6
Bank of America
North Carolina
$1.46M -$497K -5,195 -25%
RJA
7
Raymond James & Associates
Florida
$979K +$530K +5,542 +118%
UBS Group
8
UBS Group
Switzerland
$976K +$976K +10,207 New
SMC
9
Smith, Moore & Co
Missouri
$836K +$836K +8,744 New
LPL Financial
10
LPL Financial
California
$578K -$1.22M -12,797 -68%
DAC
11
Dividend Assets Capital
South Carolina
$498K +$498K +4,473 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$427K +$78.9K +825 +23%
Goldman Sachs
13
Goldman Sachs
New York
$381K +$381K +3,979 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$272K +$382 +4 +0.1%
BHBT
15
Burke & Herbert Bank & Trust
Virginia
$242K – – –
SIA
16
Stancorp Investment Advisers
Oregon
$187K +$187K +1,955 New
AIG
17
American International Group
New York
$147K +$7.55K +79 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$80K +$80K +840 New
TIM
19
Tortoise Investment Management
New York
$58K -$15.2K -159 -21%
Creative Planning
20
Creative Planning
Kansas
$35K – – –
WA
21
WFG Advisors
Texas
$27K +$4.9K +51 +22%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$1.86M -17,846 Closed
VF
23
Virtu Financial
New York
– -$1.18M -11,378 Closed
AI
24
Atria Investments
North Carolina
– -$429K -4,124 Closed
VKH
25
Virtu KCG Holdings
New York
– -$255K -2,448 Closed
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