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Global X MLP ETF

110 hedge funds and large institutions have $613M invested in Global X MLP ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

36% more capital invested

Capital invested by funds: $450M → $613M (+$163M)

26% more funds holding

Funds holding: 87110 (+23)

1.2% more ownership

Funds ownership: 11.94%13.14% (+1.2%)

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
36
Increased
44
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$86.5M +$2.33M +39,893 +3%
Bank of America
2
Bank of America
North Carolina
$65.8M +$49.2M +842,524 +313%
Morgan Stanley
3
Morgan Stanley
New York
$63M +$6.86M +117,474 +12%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$55.1M +$7.58M +129,702 +16%
GI
5
Gradient Investments
Minnesota
$35.4M +$1.55M +26,533 +5%
CSIA
6
Charles Schwab Investment Advisory
California
$35.2M +$6.56M +112,322 +23%
UBS Group
7
UBS Group
Switzerland
$21.9M +$8.48M +145,211 +65%
QI
8
QS Investors
New York
$21.2M +$20.9M +358,620 New
DJSG
9
D.J. St. Germain
Massachusetts
$18.9M +$18.2M +311,196 +4,097%
AWM
10
AE Wealth Management
Kansas
$17.3M +$4.16M +71,284 +32%
SS
11
Simplicity Solutions
Minnesota
$17.1M +$16.7M +286,123 +7,908%
HighTower Advisors
12
HighTower Advisors
Illinois
$16.9M +$10.8M +185,201 +184%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.2M +$5.28M +90,322 +68%
DCM
14
DeGreen Capital Management
Arizona
$13M +$706K +12,096 +6%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$9.84M +$8.62M +147,651 +789%
NA
16
Nottingham Advisors
New York
$9.39M -$4.46M -76,323 -32%
HCM
17
Harvest Capital Management
New Hampshire
$8.38M +$711K +12,179 +9%
ACM
18
Aviance Capital Management
Florida
$6.55M -$12M -205,891 -65%
RI
19
RPTC Inc
Wyoming
$5.64M +$5.57M +95,359 New
TPW
20
Tiller Private Wealth
Pennsylvania
$4.79M +$386K +6,603 +9%
AWMS
21
Advocacy Wealth Management Services
Georgia
$4.55M +$4.49M +76,959 New
MCM
22
Maryland Capital Management
Maryland
$4.23M -$300K -5,135 -7%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.86M +$613K +10,489 +19%
WCM
24
Windham Capital Management
Massachusetts
$3.76M +$3.72M +63,630 New
CA
25
Cornerstone Advisory
Maryland
$3.48M +$1.19M +20,450 +53%

MLPA Hedge Fund Activity: Q4 2017 in Review

110 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2017, worth a combined $613M — up 36% from $450M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MLPA positions and 12 closed out — a net gain of 24 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $49.2M. The largest seller was Aviance Capital Management, cutting an estimated $12M.

  • 110 institutional investors held Global X MLP ETF (MLPA) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $613M of Global X MLP ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 36 funds opened new Global X MLP ETF positions in Q4 2017 and 12 closed out, a net change of +24 holders.
  • The largest Global X MLP ETF buyer in Q4 2017 was Bank of America, an estimated $49.2M added.
  • The largest Global X MLP ETF seller in Q4 2017 was Aviance Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2017.