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Global X MLP ETF
MLPA

Overview Fund Activity

118 hedge funds and large institutions have $476M invested in Global X MLP ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
25
Increased
52
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.3M
2
Bank of America
Bank of America
North Carolina
+$4.07M
3
CSIA
Charles Schwab Investment Advisory
California
+$3.95M
4
SS
Simplicity Solutions
Minnesota
+$3.63M
5
AWM
AE Wealth Management
Kansas
+$3.6M

Top Sellers

1
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$47M
2
DCM
DeGreen Capital Management
Arizona
-$13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.66M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.19M
5
PAG
Pinnacle Advisory Group
Maryland
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$74.2M -$283K -5,553 -0.4%
Bank of America
2
Bank of America
North Carolina
$60.7M +$4.07M +79,854 +7%
Morgan Stanley
3
Morgan Stanley
New York
$59.5M +$5.3M +104,111 +10%
CSIA
4
Charles Schwab Investment Advisory
California
$34.3M +$3.95M +77,538 +13%
GI
5
Gradient Investments
Minnesota
$28.6M -$1.82M -35,772 -6%
AWM
6
AE Wealth Management
Kansas
$18.5M +$3.6M +70,705 +24%
SS
7
Simplicity Solutions
Minnesota
$18.4M +$3.63M +71,166 +25%
UBS Group
8
UBS Group
Switzerland
$18.1M -$786K -15,439 -4%
DJSG
9
D.J. St. Germain
Massachusetts
$17.6M +$1.37M +26,825 +8%
HighTower Advisors
10
HighTower Advisors
Illinois
$16.5M +$1.92M +37,599 +13%
HCM
11
Harvest Capital Management
New Hampshire
$7.65M +$435K +8,543 +6%
NA
12
Nottingham Advisors
New York
$7.46M -$462K -9,256 -6%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$6.93M -$1.55M -30,373 -18%
TPW
14
Tiller Private Wealth
Pennsylvania
$5.32M +$1.2M +23,499 +29%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.24M -$6.66M -125,174 -56%
RI
16
RPTC Inc
Wyoming
$4.96M +$99.8K +1,960 +2%
RJA
17
Raymond James & Associates
Florida
$4.46M +$1.54M +30,286 +53%
GFPC
18
Global Financial Private Capital
Florida
$4.27M +$1.62M +31,789 +61%
AWMS
19
Advocacy Wealth Management Services
Georgia
$3.96M +$35.2K +691 +0.9%
MCM
20
Maryland Capital Management
Maryland
$3.87M +$228K +4,474 +6%
ACM
21
Aviance Capital Management
Florida
$3.32M -$2.33M -45,737 -41%
ACA
22
Atlas Capital Advisors
Wyoming
$3.29M +$3.29M +64,520 New
WCM
23
Windham Capital Management
Massachusetts
$3.27M +$26.9K +529 +0.8%
AssetMark Inc
24
AssetMark Inc
California
$3.24M +$3.24M +63,658 New
BlackRock
25
BlackRock
New York
$2.85M +$319K +6,269 +13%
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