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Global X MLP ETF

136 hedge funds and large institutions have $521M invested in Global X MLP ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

23% more capital invested

Capital invested by funds: $425M → $521M (+$96.2M)

3% more funds holding

Funds holding: 132136 (+4)

1.22% less ownership

Funds ownership: 52.27%51.05% (-1.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
52
Reduced
39
Closed
15
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$123M -$4.03M -109,524 -3%
Morgan Stanley
2
Morgan Stanley
New York
$50.7M +$9.97M +270,877 +26%
Bank of America
3
Bank of America
North Carolina
$27.9M +$1.57M +42,571 +6%
RA
4
Rational Advisors
New York
$26.3M +$12.4M +337,393 +99%
Wells Fargo
5
Wells Fargo
California
$19.1M +$685K +18,613 +4%
BFS
6
Bard Financial Services
Connecticut
$18.1M +$2.59M +70,396 +18%
MGAM
7
McGowan Group Asset Management
Texas
$17.3M +$654K +17,779 +4%
Citadel Advisors
8
Citadel Advisors
Florida
$16.5M -$4.95M -134,482 -24%
UBS Group
9
UBS Group
Switzerland
$16.4M +$751K +20,414 +5%
ECM
10
Evergreen Capital Management
Washington
$16.2M -$310K -8,423 -2%
UIC
11
Uniplan Investment Counsel
Wisconsin
$15.5M +$1.1M +29,837 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.6M +$1.04M +28,381 +9%
GI
13
Gradient Investments
Minnesota
$11.4M -$1.94M -52,810 -15%
LPL Financial
14
LPL Financial
California
$10.5M +$3.32M +90,292 +50%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.03M -$3.44M -93,385 -29%
AIP
16
Almanack Investment Partners
Pennsylvania
$8.96M -$902K -24,503 -10%
MAM
17
Madison Asset Management
Wisconsin
$7.54M +$4.71M +128,030 +191%
TA
18
Tectonic Advisors
Texas
$7.22M
AC
19
Annandale Capital
Texas
$6.88M +$255K +6,922 +4%
GG
20
Golden Green
South Carolina
$6.76M +$2.93M +79,625 +83%
RJA
21
Raymond James & Associates
Florida
$6.61M +$148K +4,033 +2%
AssetMark Inc
22
AssetMark Inc
California
$5.47M +$496K +13,474 +11%
RT
23
Rockland Trust
Massachusetts
$5.07M +$215K +5,844 +5%
LWAM
24
Legacy Wealth Asset Management
Minnesota
$4.77M -$1.49M -40,364 -25%
DAS
25
Dynamic Advisor Solutions
Arizona
$4.71M +$34K +924 +0.8%

MLPA Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2021, worth a combined $521M — up 23% from $425M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MLPA positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 39 trimmed.

The largest buyer was Rational Advisors, adding an estimated $12.4M. The largest seller was FFT Wealth Management, cutting an estimated $7.58M.

  • 136 institutional investors held Global X MLP ETF (MLPA) as of Q2 2021, up from 132 in Q1 2021.
  • Funds reported $521M of Global X MLP ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 20 funds opened new Global X MLP ETF positions in Q2 2021 and 15 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q2 2021 was Rational Advisors, an estimated $12.4M added.
  • The largest Global X MLP ETF seller in Q2 2021 was FFT Wealth Management, an estimated $7.58M sold.

Based on aggregated 13F filings for Q2 2021.