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Global X MLP ETF
MLPA

Overview Fund Activity

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
Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
2.05%
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
–

Top Buyers

1
GI
Gradient Investments
Minnesota
$32.5M
2
Morgan Stanley
Morgan Stanley
New York
$46.9M
3
AWM
AE Wealth Management
Kansas
$7.64M
4
SS
Simplicity Solutions
Minnesota
$7.33M
5
CSIA
Charles Schwab Investment Advisory
California
$25M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
ACM
Aviance Capital Management
Florida
$22.2M
3
LPT
Legacy Private Trust
Wisconsin
$3.79M
4
Jane Street
Jane Street
New York
$724K
5
Wolverine Trading
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$89M +$2.35M +35,899 +3%
Morgan Stanley
2
Morgan Stanley
New York
$46.9M +$15.3M +233,041 +48%
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$43.1M +$43.1M +657,945 New
GI
4
Gradient Investments
Minnesota
$32.5M +$21.5M +328,804 +196%
CSIA
5
Charles Schwab Investment Advisory
California
$25M +$5.56M +84,848 +29%
Bank of America
6
Bank of America
North Carolina
$22.3M +$1.42M +21,680 +7%
ACM
7
Aviance Capital Management
Florida
$22.2M -$5.62M -85,795 -20%
NA
8
Nottingham Advisors
New York
$14.4M +$1.03M +15,750 +8%
UBS Group
9
UBS Group
Switzerland
$13M +$2.39M +36,512 +22%
EDRIA
10
Edmonds Duncan Registered Investment Advisors
Kansas
$8.61M +$295K +4,502 +4%
HCM
11
Harvest Capital Management
New Hampshire
$7.96M +$843K +12,861 +12%
AWM
12
AE Wealth Management
Kansas
$7.64M +$7.4M +112,879 +3,032%
SS
13
Simplicity Solutions
Minnesota
$7.33M +$7.33M +111,827 New
HighTower Advisors
14
HighTower Advisors
Illinois
$6.51M -$87.2K -1,329 -1%
RJA
15
Raymond James & Associates
Florida
$6.13M -$764K -11,663 -11%
MCM
16
Maryland Capital Management
Maryland
$5.84M +$230K +3,510 +4%
TPW
17
Tiller Private Wealth
Pennsylvania
$5.34M -$286K -4,363 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.26M +$4.11M +62,765 +357%
AssetMark Inc
19
AssetMark Inc
California
$5.08M +$5.08M +77,484 New
VWM
20
Venturi Wealth Management
Texas
$4.26M +$211K +3,227 +5%
LPT
21
Legacy Private Trust
Wisconsin
$3.79M -$5.61M -85,626 -60%
DAS
22
Dynamic Advisor Solutions
Arizona
$3.42M +$3.42M +52,214 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.11M +$3.02M +46,148 +3,531%
CA
24
Cornerstone Advisory
Maryland
$2.75M -$129K -1,966 -4%
CB
25
Community Bank
New York
$2.44M +$433K +6,602 +22%
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