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Global X MLP ETF
MLPA

Overview Fund Activity

53 hedge funds and large institutions have $182M invested in Global X MLP ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
19
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$57.6M
2
VWM
Venturi Wealth Management
Texas
$4.11M
3
GI
Gradient Investments
Minnesota
$6.18M
4
CSIA
Charles Schwab Investment Advisory
California
$7.55M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$32.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Bank of America
Bank of America
North Carolina
$24M
4
VF
Virtu Financial
New York
$0
5
KM
Kalos Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$57.6M +$5.27M +75,581 +10%
Morgan Stanley
2
Morgan Stanley
New York
$32.9M -$1.99M -28,579 -6%
Bank of America
3
Bank of America
North Carolina
$24M -$641K -9,191 -3%
CSIA
4
Charles Schwab Investment Advisory
California
$7.55M +$2.3M +32,979 +44%
TPW
5
Tiller Private Wealth
Pennsylvania
$6.58M -$388K -5,570 -6%
HCM
6
Harvest Capital Management
New Hampshire
$6.56M +$501K +7,182 +8%
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$6.45M +$98.1K +1,426 +2%
GI
8
Gradient Investments
Minnesota
$6.18M +$3.41M +48,877 +123%
RDM
9
Retirement Design & Management
Connecticut
$5.86M +$6.14K +88 +0.1%
MCM
10
Maryland Capital Management
Maryland
$5.45M -$85.3K -1,224 -2%
UBS Group
11
UBS Group
Switzerland
$4.37M +$674K +9,661 +18%
VWM
12
Venturi Wealth Management
Texas
$4.11M +$3.95M +56,657 +2,407%
CA
13
Cornerstone Advisory
Maryland
$2.9M -$31.1K -446 -1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.01M +$942K +13,505 +1,468%
CAL
15
Capital Advisors Ltd
Ohio
$845K -$25K -359 -3%
PFS
16
Prospera Financial Services
Texas
$817K +$67.4K +967 +9%
Citigroup
17
Citigroup
New York
$725K -$10.4K -149 -1%
WIA
18
Westbourne Investment Advisors
Maryland
$697K +$51.1K +733 +8%
LS
19
Lattice Strategies
Pennsylvania
$687K -$142K -2,032 -17%
VKH
20
Virtu KCG Holdings
New York
$610K +$610K +8,744 New
Millennium Management
21
Millennium Management
New York
$568K +$174K +2,490 +44%
RJA
22
Raymond James & Associates
Florida
$552K +$61.1K +875 +12%
PA
23
Pinnacle Associates
New York
$529K +$61.6K +883 +13%
CAM
24
Carret Asset Management
New York
$458K +$113K +1,625 +33%
SI
25
Stephens Inc
Arkansas
$456K +$183K +2,625 +67%
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