We are live on ! Find out more
MLPA icon

Global X MLP ETF

74 hedge funds and large institutions have $337M invested in Global X MLP ETF in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $266M → $337M (+$70.8M)

25% more funds holding

Funds holding: 5974 (+15)

0.42% more ownership

Funds ownership: 10.6%11.02% (+0.42%)

Holders
74
Holders Change
+15
Holders Change %
+25.42%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
35
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$92.2M +$10.4M +147,778 +13%
Morgan Stanley
2
Morgan Stanley
New York
$33.7M -$1.11M -15,814 -3%
ACM
3
Aviance Capital Management
Florida
$29.6M +$9.4M +133,509 +46%
Bank of America
4
Bank of America
North Carolina
$22.3M -$4.08M -57,924 -15%
CSIA
5
Charles Schwab Investment Advisory
California
$20.7M +$5.07M +72,111 +32%
NA
6
Nottingham Advisors
New York
$14.3M +$616K +8,759 +4%
AllianceBernstein
7
AllianceBernstein
Tennessee
$14.2M +$14.4M +204,325 New
GI
8
Gradient Investments
Minnesota
$11.7M +$3.98M +56,497 +51%
UBS Group
9
UBS Group
Switzerland
$11.3M +$2.8M +39,774 +32%
LPT
10
Legacy Private Trust
Wisconsin
$10M +$10.1M +143,408 New
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$8.85M +$342K +4,867 +4%
HCM
12
Harvest Capital Management
New Hampshire
$7.58M +$317K +4,503 +4%
RJA
13
Raymond James & Associates
Florida
$7.33M +$846K +12,019 +13%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.01M +$6.37M +90,531 +906%
TPW
15
Tiller Private Wealth
Pennsylvania
$5.99M +$200K +2,848 +3%
MCM
16
Maryland Capital Management
Maryland
$5.96M +$140K +1,986 +2%
VWM
17
Venturi Wealth Management
Texas
$4.27M +$58K +824 +1%
CA
18
Cornerstone Advisory
Maryland
$3.07M +$877K +12,463 +40%
Jane Street
19
Jane Street
New York
$2.38M +$2.4M +34,161 New
CB
20
Community Bank
New York
$2.14M +$1.2K +17 +0.1%
PFS
21
Prospera Financial Services
Texas
$1.83M +$129K +1,834 +8%
SCM
22
Sterling Capital Management
North Carolina
$1.56M +$1.57M +22,370 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.52M +$406K +5,775 +36%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.22M +$1.12M +15,861 +926%
FF
25
Friedenthal Financial
New Jersey
$1.14M -$85.4K -1,214 -7%

MLPA Hedge Fund Activity: Q1 2017 in Review

74 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2017, worth a combined $337M — up 27% from $266M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPA positions and 6 closed out — a net gain of 15 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $14.4M. The largest seller was Bank of America, cutting an estimated $4.08M.

  • 74 institutional investors held Global X MLP ETF (MLPA) as of Q1 2017, up from 59 in Q4 2016.
  • Funds reported $337M of Global X MLP ETF stock for Q1 2017, up 27% quarter-over-quarter.
  • 21 funds opened new Global X MLP ETF positions in Q1 2017 and 6 closed out, a net change of +15 holders.
  • The largest Global X MLP ETF buyer in Q1 2017 was AllianceBernstein, an estimated $14.4M added.
  • The largest Global X MLP ETF seller in Q1 2017 was Bank of America, an estimated $4.08M sold.

Based on aggregated 13F filings for Q1 2017.