We are live on ! Find out more
MLPA icon

Global X MLP ETF

82 hedge funds and large institutions have $422M invested in Global X MLP ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

25% more capital invested

Capital invested by funds: $337M → $422M (+$85.3M)

11% more funds holding

Funds holding: 7482 (+8)

0.94% more ownership

Funds ownership: 11.02%11.96% (+0.94%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
17
Increased
38
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$89M +$2.4M +35,899 +3%
Morgan Stanley
2
Morgan Stanley
New York
$46.9M +$15.6M +233,041 +48%
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$43.1M +$43.9M +657,945 New
GI
4
Gradient Investments
Minnesota
$32.5M +$22M +328,804 +196%
CSIA
5
Charles Schwab Investment Advisory
California
$25M +$5.67M +84,848 +29%
Bank of America
6
Bank of America
North Carolina
$22.3M +$1.45M +21,680 +7%
ACM
7
Aviance Capital Management
Florida
$22.2M -$5.73M -85,795 -20%
NA
8
Nottingham Advisors
New York
$14.4M +$1.05M +15,750 +8%
UBS Group
9
UBS Group
Switzerland
$13M +$2.44M +36,512 +22%
EDRIA
10
Edmonds Duncan Registered Investment Advisors
Kansas
$8.61M +$301K +4,502 +4%
HCM
11
Harvest Capital Management
New Hampshire
$7.96M +$859K +12,861 +12%
AWM
12
AE Wealth Management
Kansas
$7.64M +$7.54M +112,879 +3,032%
SS
13
Simplicity Solutions
Minnesota
$7.33M +$7.47M +111,827 New
HighTower Advisors
14
HighTower Advisors
Illinois
$6.51M -$88.7K -1,329 -1%
RJA
15
Raymond James & Associates
Florida
$6.13M -$779K -11,663 -11%
MCM
16
Maryland Capital Management
Maryland
$5.83M +$234K +3,510 +4%
TPW
17
Tiller Private Wealth
Pennsylvania
$5.34M -$291K -4,363 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.26M +$4.19M +62,765 +357%
AssetMark Inc
19
AssetMark Inc
California
$5.08M +$5.17M +77,484 New
VWM
20
Venturi Wealth Management
Texas
$4.26M +$215K +3,227 +5%
LPT
21
Legacy Private Trust
Wisconsin
$3.79M -$5.72M -85,626 -60%
DAS
22
Dynamic Advisor Solutions
Arizona
$3.42M +$3.49M +52,214 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.11M +$3.08M +46,148 +3,531%
CA
24
Cornerstone Advisory
Maryland
$2.75M -$131K -1,966 -4%
CB
25
Community Bank
New York
$2.44M +$441K +6,602 +22%

MLPA Hedge Fund Activity: Q2 2017 in Review

82 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2017, worth a combined $422M — up 25% from $337M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MLPA positions and 9 closed out — a net gain of 8 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Gradient Investments, adding an estimated $22M. The largest seller was AllianceBernstein, exiting entirely with an estimated $14.2M sold.

  • 82 institutional investors held Global X MLP ETF (MLPA) as of Q2 2017, up from 74 in Q1 2017.
  • Funds reported $422M of Global X MLP ETF stock for Q2 2017, up 25% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q2 2017 and 9 closed out, a net change of +8 holders.
  • The largest Global X MLP ETF buyer in Q2 2017 was Gradient Investments, an estimated $22M added.
  • The largest Global X MLP ETF seller in Q2 2017 was AllianceBernstein, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.