We are live on ! Find out more
MLPA icon

Global X MLP ETF

59 hedge funds and large institutions have $266M invested in Global X MLP ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

30% more capital invested

Capital invested by funds: $205M → $266M (+$61.8M)

2% more funds holding

Funds holding: 5859 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.43% more ownership

Funds ownership: 10.17%10.6% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
32
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$81.5M +$7.63M +112,932 +11%
Morgan Stanley
2
Morgan Stanley
New York
$34.6M -$963K -14,259 -3%
Bank of America
3
Bank of America
North Carolina
$26.2M +$1.68M +24,839 +7%
ACM
4
Aviance Capital Management
Florida
$20.2M +$19.6M +290,759 New
CSIA
5
Charles Schwab Investment Advisory
California
$15.6M +$3.83M +56,654 +34%
NA
6
Nottingham Advisors
New York
$13.6M +$13.2M +195,803 New
UBS Group
7
UBS Group
Switzerland
$8.53M +$2.6M +38,505 +46%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$8.48M +$78.7K +1,165 +1%
GI
9
Gradient Investments
Minnesota
$7.73M +$655K +9,705 +10%
HCM
10
Harvest Capital Management
New Hampshire
$7.23M +$346K +5,122 +5%
RJA
11
Raymond James & Associates
Florida
$6.47M +$5.76M +85,361 +1,090%
MCM
12
Maryland Capital Management
Maryland
$5.8M +$325K +4,818 +6%
TPW
13
Tiller Private Wealth
Pennsylvania
$5.76M -$189K -2,794 -3%
VWM
14
Venturi Wealth Management
Texas
$4.24M +$207K +3,065 +5%
CA
15
Cornerstone Advisory
Maryland
$2.19M +$57.6K +853 +3%
CB
16
Community Bank
New York
$2.13M +$2.07M +30,669 New
PFS
17
Prospera Financial Services
Texas
$1.69M +$526K +7,783 +47%
FF
18
Friedenthal Financial
New Jersey
$1.22M +$826K +12,227 +231%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.11M +$47.1K +697 +5%
CAL
20
Capital Advisors Ltd
Ohio
$1.02M +$165K +2,443 +20%
MHI
21
Miller Howard Investments
New York
$940K +$914K +13,534 New
LS
22
Lattice Strategies
Pennsylvania
$829K +$120K +1,770 +17%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$818K +$460K +6,818 +137%
PA
24
Pinnacle Associates
New York
$758K +$240K +3,550 +48%
NR
25
Newfound Research
Massachusetts
$741K +$721K +10,681 New

MLPA Hedge Fund Activity: Q4 2016 in Review

59 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2016, worth a combined $266M — up 30% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MLPA positions and 11 closed out — a net gain of 1 holder — while 32 added to existing stakes and 9 trimmed.

The largest buyer was Aviance Capital Management, opening a new position worth an estimated $19.6M. The largest seller was Morgan Stanley, cutting an estimated $963K.

  • 59 institutional investors held Global X MLP ETF (MLPA) as of Q4 2016, up from 58 in Q3 2016.
  • Funds reported $266M of Global X MLP ETF stock for Q4 2016, up 30% quarter-over-quarter.
  • 12 funds opened new Global X MLP ETF positions in Q4 2016 and 11 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q4 2016 was Aviance Capital Management, an estimated $19.6M added.
  • The largest Global X MLP ETF seller in Q4 2016 was Morgan Stanley, an estimated $963K sold.

Based on aggregated 13F filings for Q4 2016.