Global X MLP ETF
MLPA
168 hedge funds and large institutions have $256M invested in Global X MLP ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 41 closing their positions.
0.66% less ownership
Funds ownership: 10.13% → 9.47% (-0.66%)
3% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 58
10% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 41
5% less funds holding
Funds holding: 176 → 168 (-8)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
62% less capital invested
Capital invested by funds: $679M → $256M (-$423M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$30M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$22.1M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$18.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.34M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$38.2M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$13.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.03M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$8.72M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$8.28M |
MLPA Hedge Fund Activity: Q1 2020 in Review
168 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2020, worth a combined $256M — down 62% from $679M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of MLPA and 37 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 56 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $30M. The largest seller was Wells Fargo, cutting an estimated $38.2M.
- 168 institutional investors held Global X MLP ETF (MLPA) as of Q1 2020, down from 176 in Q4 2019.
- Funds reported $256M of Global X MLP ETF stock for Q1 2020, down 62% quarter-over-quarter.
- 37 funds opened new Global X MLP ETF positions in Q1 2020 and 41 closed out, a net change of -4 holders.
- The largest Global X MLP ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $30M added.
- The largest Global X MLP ETF seller in Q1 2020 was Wells Fargo, an estimated $38.2M sold.
Based on aggregated 13F filings for Q1 2020.