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Global X MLP ETF
MLPA

Overview Fund Activity

131 hedge funds and large institutions have $515M invested in Global X MLP ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
46
Reduced
39
Closed
14
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
+$18K

Top Buyers

1
RA
Rational Advisors
New York
$78M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.82M
3
BCM
Breiter Capital Management
Florida
$5.04M
4
Morgan Stanley
Morgan Stanley
New York
$49.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$2.63M
2
AssetMark Inc
AssetMark Inc
California
$1K
3
AC
Annandale Capital
Texas
$0
4
MAM
Madison Asset Management
Wisconsin
$337K
5
GI
Gradient Investments
Minnesota
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$114M +$1.62M +45,982 +1%
RA
2
Rational Advisors
New York
$78M +$54M +1,531,932 +225%
Morgan Stanley
3
Morgan Stanley
New York
$49.9M +$3.63M +103,005 +8%
Bank of America
4
Bank of America
North Carolina
$25M -$508K -14,396 -2%
BFS
5
Bard Financial Services
Connecticut
$17.4M +$915K +25,946 +6%
Wells Fargo
6
Wells Fargo
California
$17.3M -$129K -3,646 -0.7%
MGAM
7
McGowan Group Asset Management
Texas
$15.7M -$100K -2,846 -0.6%
ECM
8
Evergreen Capital Management
Washington
$15.6M +$900K +25,527 +6%
UBS Group
9
UBS Group
Switzerland
$14.8M -$136K -3,844 -0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.3M +$1.9M +53,761 +15%
UIC
11
Uniplan Investment Counsel
Wisconsin
$14.1M -$62.1K -1,762 -0.4%
LPL Financial
12
LPL Financial
California
$8.92M -$626K -17,755 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.82M +$8.82M +250,000 New
AIP
14
Almanack Investment Partners
Pennsylvania
$8.01M -$161K -4,575 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.31M -$934K -26,470 -11%
TA
16
Tectonic Advisors
Texas
$7.08M +$490K +13,886 +7%
RJA
17
Raymond James & Associates
Florida
$6.58M +$549K +15,572 +9%
GI
18
Gradient Investments
Minnesota
$5.55M -$4.84M -137,163 -47%
BCM
19
Breiter Capital Management
Florida
$5.04M +$4.36M +123,633 +644%
GG
20
Golden Green
South Carolina
$4.84M -$1.33M -37,686 -22%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.49M +$895K +25,382 +25%
RT
22
Rockland Trust
Massachusetts
$4.14M -$480K -13,614 -10%
LWAM
23
Legacy Wealth Asset Management
Minnesota
$4.13M -$216K -6,136 -5%
TSW
24
Thompson Siegel & Walmsley
Virginia
$2.72M – – –
Citadel Advisors
25
Citadel Advisors
Florida
$2.63M -$12.4M -353,003 -83%
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