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Global X MLP ETF
MLPA

Overview Fund Activity

176 hedge funds and large institutions have $679M invested in Global X MLP ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+25
Holders Change %
+16.56%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
76
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$49.7M
2
UBS Group
UBS Group
Switzerland
+$20.8M
3
BO
BRR OpCo
Ohio
+$16.4M
4
Bank of America
Bank of America
North Carolina
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$9.75M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.01M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.94M
3
MSAM
Moloney Securities Asset Management
Missouri
-$1.85M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$1.43M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$91.8M +$20.8M +440,668 +29%
Wells Fargo
2
Wells Fargo
California
$69.7M +$1.45M +30,622 +2%
Morgan Stanley
3
Morgan Stanley
New York
$69.4M +$9.75M +206,133 +16%
CSIA
4
Charles Schwab Investment Advisory
California
$54.1M +$5.11M +108,064 +10%
ECM
5
Evergreen Capital Management
Washington
$51.3M +$49.7M +1,051,023 +3,020%
Bank of America
6
Bank of America
North Carolina
$49M +$12.1M +255,517 +33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27.2M +$8.9M +188,196 +49%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.5M +$8.56M +180,962 +57%
MGAM
9
McGowan Group Asset Management
Texas
$20.9M +$462K +9,774 +2%
BO
10
BRR OpCo
Ohio
$19.9M +$16.4M +347,431 +470%
QI
11
QS Investors
New York
$12.6M -$626K -13,112 -5%
DJSG
12
D.J. St. Germain
Massachusetts
$10.7M +$271K +5,726 +3%
JIP
13
JBJ Investment Partners
South Carolina
$10.6M +$1.58M +33,322 +17%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$8.72M +$64.3K +1,360 +0.7%
FWM
15
FFT Wealth Management
Pennsylvania
$7.15M +$763K +16,145 +12%
GI
16
Gradient Investments
Minnesota
$6.78M +$6.72M +142,095 +10,998%
BIA
17
Barry Investment Advisors
Massachusetts
$5.93M +$5.93M +120,817 New
HighTower Advisors
18
HighTower Advisors
Illinois
$5.87M -$492K -10,427 -8%
FAAS
19
First Allied Advisory Services
California
$5.71M +$272K +5,766 +5%
BWM
20
Baystate Wealth Management
Massachusetts
$5.3M +$5.3M +112,122 New
CM
21
Columbus Macro
Pennsylvania
$5.02M +$176K +3,715 +4%
MCM
22
Maryland Capital Management
Maryland
$4.94M -$52.6K -1,112 -1%
AssetMark Inc
23
AssetMark Inc
California
$4.46M +$445K +9,409 +11%
RI
24
RPTC Inc
Wyoming
$3.91M +$90.2K +1,908 +2%
VCM
25
Vivaldi Capital Management
Illinois
$3.82M +$3.42M +72,356 +859%
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