We are live on ! Find out more
MLPA icon

Global X MLP ETF

140 hedge funds and large institutions have $530M invested in Global X MLP ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% less capital invested

Capital invested by funds: $531M → $530M (-$1.15M)

0.31% less ownership

Funds ownership: 9.95%9.63% (-0.31%)

1% less funds holding

Funds holding: 142140 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
-2
Holders Change %
-1.41%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
18
Increased
66
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$78.8M -$1.01M -19,146 -1%
UBS Group
2
UBS Group
Switzerland
$69.9M +$1.8M +34,210 +3%
Morgan Stanley
3
Morgan Stanley
New York
$63.5M +$4.57M +86,737 +8%
CSIA
4
Charles Schwab Investment Advisory
California
$47.6M +$5.09M +96,587 +12%
Bank of America
5
Bank of America
North Carolina
$38.8M -$5.48M -103,901 -12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.9M +$1.34M +25,427 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.3M +$9.59M +181,966 +206%
QI
8
QS Investors
New York
$13.7M -$1.3M -24,619 -9%
DJSG
9
D.J. St. Germain
Massachusetts
$11.4M -$1.06M -20,197 -9%
MGAM
10
McGowan Group Asset Management
Texas
$11.3M +$455K +8,634 +4%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$10.2M +$10.2M +193,289 New
JIP
12
JBJ Investment Partners
South Carolina
$9.19M +$590K +11,196 +7%
FAAS
13
First Allied Advisory Services
California
$8.69M -$543K -10,306 -6%
CM
14
Columbus Macro
Pennsylvania
$8.06M -$96.3K -1,827 -1%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.47M -$457K -8,678 -6%
FWM
16
FFT Wealth Management
Pennsylvania
$7M +$160K +3,032 +2%
RJA
17
Raymond James & Associates
Florida
$5.97M +$845K +16,037 +17%
MCM
18
Maryland Capital Management
Maryland
$5.17M +$658K +12,485 +15%
EDRIA
19
Edmonds Duncan Registered Investment Advisors
Kansas
$4.56M +$923K +17,521 +26%
AssetMark Inc
20
AssetMark Inc
California
$4.37M +$11.4K +216 +0.3%
RI
21
RPTC Inc
Wyoming
$4.18M +$84.4K +1,601 +2%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$4.02M +$10.5K +200 +0.3%
BO
23
BRR OpCo
Ohio
$3.94M -$98.3K -1,865 -2%
SP
24
SWS Partners
Ohio
$3.92M +$3.83M +72,731 New
GFPC
25
Global Financial Private Capital
Florida
$3.52M -$576K -10,937 -14%

MLPA Hedge Fund Activity: Q2 2019 in Review

140 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2019, worth a combined $530M — down 0.22% from $531M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLPA positions and 17 closed out — a net gain of 1 holder — while 66 added to existing stakes and 43 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $10.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.14M sold.

  • 140 institutional investors held Global X MLP ETF (MLPA) as of Q2 2019, down from 142 in Q1 2019.
  • Funds reported $530M of Global X MLP ETF stock for Q2 2019, down 0.22% quarter-over-quarter.
  • 18 funds opened new Global X MLP ETF positions in Q2 2019 and 17 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2019 was Mercer Global Advisors, an estimated $10.2M added.
  • The largest Global X MLP ETF seller in Q2 2019 was Citadel Advisors, an estimated $6.14M sold.

Based on aggregated 13F filings for Q2 2019.