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Global X MLP ETF

127 hedge funds and large institutions have $618M invested in Global X MLP ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $476M → $618M (+$143M)

8% more funds holding

Funds holding: 118127 (+9)

0.04% more ownership

Funds ownership: 11.51%11.55% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
127
Holders Change
+9
Holders Change %
+7.63%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
60
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$82.8M +$2.72M +49,723 +3%
Bank of America
2
Bank of America
North Carolina
$66.1M +$591K +10,805 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$65.2M +$935K +17,093 +1%
UBS Group
4
UBS Group
Switzerland
$62.4M +$42.7M +780,672 +220%
CSIA
5
Charles Schwab Investment Advisory
California
$39.5M +$2.48M +45,428 +7%
GI
6
Gradient Investments
Minnesota
$25M -$5.89M -107,647 -19%
ACM
7
Aviance Capital Management
Florida
$23.9M +$20.2M +369,442 +568%
AWM
8
AE Wealth Management
Kansas
$21.7M +$1.67M +30,466 +8%
SS
9
Simplicity Solutions
Minnesota
$21.5M +$1.67M +30,608 +8%
DJSG
10
D.J. St. Germain
Massachusetts
$20.2M +$1.24M +22,630 +7%
QI
11
QS Investors
New York
$18.6M -$475K -8,685 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$17.9M +$133K +2,431 +0.8%
FWM
13
FFT Wealth Management
Pennsylvania
$11.6M +$11.5M +211,211 New
JMPWA
14
JP Morgan Private Wealth Advisors
California
$10.4M +$2.93M +53,526 +39%
HCM
15
Harvest Capital Management
New Hampshire
$8.04M -$210K -3,841 -3%
NA
16
Nottingham Advisors
New York
$7.69M +$270K +4,941 +3%
RJA
17
Raymond James & Associates
Florida
$7.05M +$2.23M +40,709 +47%
TPW
18
Tiller Private Wealth
Pennsylvania
$6.46M +$720K +13,166 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.4M +$990K +18,101 +18%
RI
20
RPTC Inc
Wyoming
$5.46M +$110K +2,011 +2%
GFPC
21
Global Financial Private Capital
Florida
$5.44M +$830K +15,179 +18%
MCM
22
Maryland Capital Management
Maryland
$4.7M +$519K +9,492 +13%
AssetMark Inc
23
AssetMark Inc
California
$4.68M +$1.17M +21,473 +34%
AWMS
24
Advocacy Wealth Management Services
Georgia
$4.28M +$10.4K +190 +0.2%
CA
25
Cornerstone Advisory
Maryland
$3.95M +$2.05M +37,410 +109%

MLPA Hedge Fund Activity: Q2 2018 in Review

127 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2018, worth a combined $618M — up 30% from $476M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MLPA positions and 16 closed out — a net gain of 9 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $42.7M. The largest seller was Gradient Investments, cutting an estimated $5.89M.

  • 127 institutional investors held Global X MLP ETF (MLPA) as of Q2 2018, up from 118 in Q1 2018.
  • Funds reported $618M of Global X MLP ETF stock for Q2 2018, up 30% quarter-over-quarter.
  • 25 funds opened new Global X MLP ETF positions in Q2 2018 and 16 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q2 2018 was UBS Group, an estimated $42.7M added.
  • The largest Global X MLP ETF seller in Q2 2018 was Gradient Investments, an estimated $5.89M sold.

Based on aggregated 13F filings for Q2 2018.