We are live on ! Find out more
MLPA icon

Global X MLP ETF

22 hedge funds and large institutions have $102M invested in Global X MLP ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

12% more capital invested

Capital invested by funds: $91.9M → $102M (+$10.6M)

5% more funds holding

Funds holding: 2122 (+1)

0.21% more ownership

Funds ownership: 9.95%10.16% (+0.21%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$57.2M +$14M +150,525 +32%
WBG
2
Wharton Business Group
Pennsylvania
$23.1M -$8.81K -95 -0%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M +$1.4M +15,089 +12%
SFM
4
Signet Financial Management
New Jersey
$1.73M -$61.2K -660 -3%
GI
5
Gradient Investments
Minnesota
$1.63M +$158K +1,698 +11%
Bank of America
6
Bank of America
North Carolina
$1.16M -$238K -2,569 -17%
RJA
7
Raymond James & Associates
Florida
$1.02M +$82.9K +894 +9%
SMC
8
Smith, Moore & Co
Missouri
$799K
UBS Group
9
UBS Group
Switzerland
$605K -$333K -3,586 -35%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$512K +$105K +1,136 +25%
LPL Financial
11
LPL Financial
California
$500K -$51.6K -556 -9%
Jane Street
12
Jane Street
New York
$440K +$447K +4,817 New
CSIA
13
Charles Schwab Investment Advisory
California
$344K +$349K +3,765 New
BHBT
14
Burke & Herbert Bank & Trust
Virginia
$231K
SIA
15
Stancorp Investment Advisers
Oregon
$214K +$36K +388 +20%
JP Morgan Chase
16
JP Morgan Chase
New York
$183K -$78.5K -846 -30%
MAA
17
Managed Account Advisors
New Jersey
$160K +$163K +1,756 New
AIG
18
American International Group
New York
$98.6K -$42.6K -459 -30%
Creative Planning
19
Creative Planning
Kansas
$56K +$22.7K +245 +67%
TIM
20
Tortoise Investment Management
New York
$46K -$10K -108 -18%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$31K -$46.9K -505 -60%
WA
22
WFG Advisors
Texas
$6K -$20K -216 -77%
DAC
23
Dividend Assets Capital
South Carolina
-$498K -4,473 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$381K -3,979 Closed

MLPA Hedge Fund Activity: Q1 2015 in Review

22 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2015, worth a combined $102M — up 12% from $91.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MLPA positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14M. The largest seller was Dividend Assets Capital, exiting entirely with an estimated $498K sold.

  • 22 institutional investors held Global X MLP ETF (MLPA) as of Q1 2015, up from 21 in Q4 2014.
  • Funds reported $102M of Global X MLP ETF stock for Q1 2015, up 12% quarter-over-quarter.
  • 3 funds opened new Global X MLP ETF positions in Q1 2015 and 2 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q1 2015 was Wells Fargo, an estimated $14M added.
  • The largest Global X MLP ETF seller in Q1 2015 was Dividend Assets Capital, an estimated $498K sold.

Based on aggregated 13F filings for Q1 2015.