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Global X MLP ETF

132 hedge funds and large institutions have $425M invested in Global X MLP ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,500% more call options, than puts

Call options by funds: $228K | Put options by funds: $3K

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $322M → $425M (+$103M)

18% more funds holding

Funds holding: 112132 (+20)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

2.39% more ownership

Funds ownership: 49.88%52.27% (+2.4%)

Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
43
Reduced
37
Closed
9
Calls
$228K
Puts
$3K
Net Calls
+$225K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$109M -$12.2M -390,635 -11%
Morgan Stanley
2
Morgan Stanley
New York
$34.4M +$1.7M +54,602 +6%
Bank of America
3
Bank of America
North Carolina
$22.5M -$662K -21,248 -3%
Citadel Advisors
4
Citadel Advisors
Florida
$18.6M +$17.5M +561,921 New
Wells Fargo
5
Wells Fargo
California
$15.7M +$194K +6,217 +1%
MGAM
6
McGowan Group Asset Management
Texas
$14.2M -$111K -3,550 -0.8%
ECM
7
Evergreen Capital Management
Washington
$14.1M -$3.3M -106,015 -20%
UBS Group
8
UBS Group
Switzerland
$13.3M -$1.27M -40,743 -9%
BFS
9
Bard Financial Services
Connecticut
$13.1M +$2.7M +86,727 +28%
GI
10
Gradient Investments
Minnesota
$11.5M +$4.05M +129,945 +60%
RA
11
Rational Advisors
New York
$11.3M +$9.72M +311,828 +1,024%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.8M -$955K -30,641 -9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.7M +$558K +17,917 +6%
UIC
14
Uniplan Investment Counsel
Wisconsin
$10.2M
AIP
15
Almanack Investment Partners
Pennsylvania
$8.48M +$430K +13,807 +6%
FWM
16
FFT Wealth Management
Pennsylvania
$7.24M -$4.61M -147,983 -40%
TA
17
Tectonic Advisors
Texas
$6.18M +$264K +8,471 +5%
LPL Financial
18
LPL Financial
California
$5.96M +$1.82M +58,371 +48%
AC
19
Annandale Capital
Texas
$5.76M +$5.68M +182,253 New
RJA
20
Raymond James & Associates
Florida
$5.52M +$295K +9,467 +6%
LWAM
21
Legacy Wealth Asset Management
Minnesota
$5.42M -$322K -10,326 -6%
AssetMark Inc
22
AssetMark Inc
California
$4.24M +$3.99M +128,024 +640,120%
RT
23
Rockland Trust
Massachusetts
$4.14M +$960K +30,800 +33%
DAS
24
Dynamic Advisor Solutions
Arizona
$4M +$299K +9,590 +9%
GG
25
Golden Green
South Carolina
$3.15M +$2.97M +95,389 New

MLPA Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2021, worth a combined $425M — up 32% from $322M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 9 closed out — a net gain of 20 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $17.5M. The largest seller was Creative Planning, cutting an estimated $12.2M.

  • 132 institutional investors held Global X MLP ETF (MLPA) as of Q1 2021, up from 112 in Q4 2020.
  • Funds reported $425M of Global X MLP ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q1 2021 and 9 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q1 2021 was Citadel Advisors, an estimated $17.5M added.
  • The largest Global X MLP ETF seller in Q1 2021 was Creative Planning, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2021.