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Global X MLP ETF

142 hedge funds and large institutions have $531M invested in Global X MLP ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $469M → $531M (+$61.9M)

0.61% less ownership

Funds ownership: 10.55%9.95% (-0.61%)

3% less funds holding

Funds holding: 147142 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
17
Increased
68
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$80.3M +$9.97M +191,836 +15%
UBS Group
2
UBS Group
Switzerland
$68.5M -$1.16M -22,309 -2%
Morgan Stanley
3
Morgan Stanley
New York
$59.2M -$959K -18,454 -2%
Bank of America
4
Bank of America
North Carolina
$44.6M +$3.13M +60,183 +8%
CSIA
5
Charles Schwab Investment Advisory
California
$42.7M +$3.03M +58,397 +8%
ACM
6
Aviance Capital Management
Florida
$18.4M +$9.89M +190,389 +123%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.6M +$2.38M +45,844 +17%
QI
8
QS Investors
New York
$15.1M -$785K -15,117 -5%
DJSG
9
D.J. St. Germain
Massachusetts
$12.5M +$240K +4,618 +2%
MGAM
10
McGowan Group Asset Management
Texas
$10.9M +$584K +11,244 +6%
FAAS
11
First Allied Advisory Services
California
$9.29M -$6.13M -117,932 -40%
JIP
12
JBJ Investment Partners
South Carolina
$8.64M +$8.44M +162,434 New
CM
13
Columbus Macro
Pennsylvania
$8.2M -$5.7M -109,660 -42%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.97M +$429K +8,247 +6%
FWM
15
FFT Wealth Management
Pennsylvania
$6.88M +$1.17M +22,426 +21%
Citadel Advisors
16
Citadel Advisors
Florida
$6.14M +$5.19M +99,795 +639%
RJA
17
Raymond James & Associates
Florida
$5.15M +$2.45M +47,217 +95%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.69M -$6.81M -131,078 -60%
MCM
19
Maryland Capital Management
Maryland
$4.54M +$796K +15,320 +22%
AssetMark Inc
20
AssetMark Inc
California
$4.38M +$437K +8,403 +11%
RI
21
RPTC Inc
Wyoming
$4.12M +$81.7K +1,572 +2%
GFPC
22
Global Financial Private Capital
Florida
$4.12M +$10.5K +202 +0.3%
BO
23
BRR OpCo
Ohio
$4.06M +$520 +10 +0%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$4.03M +$37.9K +730 +1%
ECM
25
Evergreen Capital Management
Washington
$4.02M +$2.55M +49,157 +186%

MLPA Hedge Fund Activity: Q1 2019 in Review

142 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2019, worth a combined $531M — up 13% from $469M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MLPA and 17 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 68 added.

The largest buyer was Wells Fargo, adding an estimated $9.97M. The largest seller was Gradient Investments, cutting an estimated $23.6M.

  • 142 institutional investors held Global X MLP ETF (MLPA) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $531M of Global X MLP ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 17 funds opened new Global X MLP ETF positions in Q1 2019 and 20 closed out, a net change of -3 holders.
  • The largest Global X MLP ETF buyer in Q1 2019 was Wells Fargo, an estimated $9.97M added.
  • The largest Global X MLP ETF seller in Q1 2019 was Gradient Investments, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2019.