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Global X MLP ETF
MLPA

Overview Fund Activity

130 hedge funds and large institutions have $623M invested in Global X MLP ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
17
Increased
53
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
+$12.2M
2
Bank of America
Bank of America
North Carolina
+$8.94M
3
LWS
Lucia Wealth Services
California
+$3.16M
4
ACA
Atlas Capital Advisors
Wyoming
+$1.83M
5
BEC
Blue Edge Capital
Virginia
+$1.69M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$21.9M
2
AWM
AE Wealth Management
Kansas
-$20.8M
3
NA
Nottingham Advisors
New York
-$4.67M
4
QI
QS Investors
New York
-$2.3M
5
CB
Community Bank
New York
-$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$84.5M -$1.78M -31,017 -2%
Bank of America
2
Bank of America
North Carolina
$77.8M +$8.94M +156,014 +13%
Morgan Stanley
3
Morgan Stanley
New York
$67.3M -$651K -11,365 -1%
UBS Group
4
UBS Group
Switzerland
$64M -$1.03M -18,054 -2%
CSIA
5
Charles Schwab Investment Advisory
California
$42.8M +$1.6M +27,904 +4%
GI
6
Gradient Investments
Minnesota
$26.4M +$392K +6,845 +2%
ACM
7
Aviance Capital Management
Florida
$23.9M -$1.01M -17,610 -4%
DJSG
8
D.J. St. Germain
Massachusetts
$21.9M +$791K +13,799 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$18.1M -$540K -9,426 -3%
QI
10
QS Investors
New York
$17.1M -$2.3M -40,210 -12%
FWM
11
FFT Wealth Management
Pennsylvania
$12.2M +$117K +2,046 +1%
TCM
12
Tradewinds Capital Management
Washington
$12.2M +$12.2M +212,625 New
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$10.8M -$44.5K -777 -0.4%
HCM
14
Harvest Capital Management
New Hampshire
$8.87M +$481K +8,390 +6%
TPW
15
Tiller Private Wealth
Pennsylvania
$7M +$261K +4,556 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.84M +$167K +2,911 +2%
RJA
17
Raymond James & Associates
Florida
$6.62M -$727K -12,692 -10%
GFPC
18
Global Financial Private Capital
Florida
$5.58M -$96.3K -1,680 -2%
MCM
19
Maryland Capital Management
Maryland
$4.84M -$54.7K -954 -1%
AWMS
20
Advocacy Wealth Management Services
Georgia
$4.56M +$97.6K +1,704 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.51M +$499K +8,713 +12%
RI
22
RPTC Inc
Wyoming
$4.26M -$1.44M -25,062 -25%
AssetMark Inc
23
AssetMark Inc
California
$4.23M -$650K -11,345 -13%
CA
24
Cornerstone Advisory
Maryland
$4.09M -$26.6K -465 -0.6%
NA
25
Nottingham Advisors
New York
$3.73M -$4.67M -85,899 -56%
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