Global X MLP ETF
MLPA
87 hedge funds and large institutions have $450M invested in Global X MLP ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 13 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 18
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
6% more funds holding
Funds holding: 82 → 87 (+5)
4% more capital invested
Capital invested by funds: $433M → $450M (+$16.6M)
0.02% less ownership
Funds ownership: 11.96% → 11.94% (-0.02%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.5M |
| 2 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
+$9.07M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.6M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$6.32M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$6.79M |
| 2 |
AssetMark Inc
Concord,
California
|
-$5.08M |
| 3 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$5.07M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.51M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.42M |
MLPA Hedge Fund Activity: Q3 2017 in Review
87 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2017, worth a combined $450M — up 3.8% from $433M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MLPA positions and 13 closed out — a net gain of 6 holders — while 42 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Simplicity Solutions, cutting an estimated $6.79M.
- 87 institutional investors held Global X MLP ETF (MLPA) as of Q3 2017, up from 82 in Q2 2017.
- Funds reported $450M of Global X MLP ETF stock for Q3 2017, up 3.8% quarter-over-quarter.
- 19 funds opened new Global X MLP ETF positions in Q3 2017 and 13 closed out, a net change of +6 holders.
- The largest Global X MLP ETF buyer in Q3 2017 was Morgan Stanley, an estimated $14.5M added.
- The largest Global X MLP ETF seller in Q3 2017 was Simplicity Solutions, an estimated $6.79M sold.
Based on aggregated 13F filings for Q3 2017.