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Global X MLP ETF
MLPA

Overview Fund Activity

107 hedge funds and large institutions have $462M invested in Global X MLP ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-61
Holders Change %
-36.31%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
32
Reduced
49
Closed
80
Calls
$393K
Puts
–
Net Calls
+$393K
Net Calls Change
+$393K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$110M
2
FWM
FFT Wealth Management
Pennsylvania
$10.9M
3
Citadel Advisors
Citadel Advisors
Florida
$8.89M
4
Wells Fargo
Wells Fargo
California
$20.4M
5
LP
LGL Partners
Pennsylvania
$5.84M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.7M
2
BO
BRR OpCo
Ohio
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M
4
Bank of America
Bank of America
North Carolina
$18.5M
5
QI
QS Investors
New York
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$110M +$109M +3,999,099 +8,249%
UBS Group
2
UBS Group
Switzerland
$67.2M -$1.74M -63,872 -3%
CSIA
3
Charles Schwab Investment Advisory
California
$55.8M +$2.84M +104,161 +5%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M -$15.9M -585,340 -37%
Wells Fargo
5
Wells Fargo
California
$20.4M +$8.09M +297,237 +66%
Bank of America
6
Bank of America
North Carolina
$18.5M -$3.09M -113,681 -14%
ECM
7
Evergreen Capital Management
Washington
$18.3M -$1.28M -46,985 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13M -$3.57M -131,259 -22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.5M +$3.92M +144,116 +45%
UIC
10
Uniplan Investment Counsel
Wisconsin
$11.8M -$1.72M -63,325 -13%
MGAM
11
McGowan Group Asset Management
Texas
$11.6M -$50.7K -1,861 -0.4%
FWM
12
FFT Wealth Management
Pennsylvania
$10.9M +$10.9M +401,807 New
Citadel Advisors
13
Citadel Advisors
Florida
$8.89M +$8.89M +326,510 New
JIP
14
JBJ Investment Partners
South Carolina
$7.42M -$68.5K -2,515 -0.9%
LP
15
LGL Partners
Pennsylvania
$5.84M +$5.84M +214,425 New
AIP
16
Almanack Investment Partners
Pennsylvania
$5.8M +$4.98M +182,822 +602%
GI
17
Gradient Investments
Minnesota
$5.04M +$868K +31,905 +21%
RJA
18
Raymond James & Associates
Florida
$4.7M -$551K -20,239 -10%
QI
19
QS Investors
New York
$4.36M -$2.05M -75,199 -32%
BIA
20
Barry Investment Advisors
Massachusetts
$3.3M -$120K -4,407 -4%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.33M +$2.33M +85,656 New
EDRIA
22
Edmonds Duncan Registered Investment Advisors
Kansas
$2.13M +$72.1K +2,650 +4%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$1.75M +$1.75M +64,432 New
LWP
24
Legacy Wealth Partners
California
$1.75M +$821K +30,168 +88%
VCM
25
Vivaldi Capital Management
Illinois
$1.73M +$20.4K +733 +1%
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