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Global X MLP ETF

137 hedge funds and large institutions have $569M invested in Global X MLP ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

10% more capital invested

Capital invested by funds: $515M → $569M (+$53.2M)

4% more funds holding

Funds holding: 132137 (+5)

2.68% more ownership

Funds ownership: 51.83%54.51% (+2.7%)

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
26
Increased
51
Reduced
38
Closed
21
Calls
$402K
Puts
Net Calls
+$402K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$112M -$631K -17,582 -0.5%
RA
2
Rational Advisors
New York
$98.1M +$21.2M +591,449 +27%
Morgan Stanley
3
Morgan Stanley
New York
$53.2M +$3.87M +107,849 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.2M +$17.9M +500,000 +200%
Bank of America
5
Bank of America
North Carolina
$24.1M -$661K -18,424 -3%
BFS
6
Bard Financial Services
Connecticut
$19M +$1.83M +50,958 +10%
Wells Fargo
7
Wells Fargo
California
$17.4M +$267K +7,438 +2%
ECM
8
Evergreen Capital Management
Washington
$16.1M +$562K +15,659 +4%
UBS Group
9
UBS Group
Switzerland
$15.9M +$1.28M +35,598 +8%
MGAM
10
McGowan Group Asset Management
Texas
$15.3M -$181K -5,056 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.1M +$876K +24,420 +6%
UIC
12
Uniplan Investment Counsel
Wisconsin
$11M -$3.03M -84,557 -21%
Citadel Advisors
13
Citadel Advisors
Florida
$9.41M +$6.98M +194,660 +262%
LPL Financial
14
LPL Financial
California
$9.37M +$534K +14,886 +6%
AIP
15
Almanack Investment Partners
Pennsylvania
$7.84M -$107K -2,976 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.5M +$266K +7,406 +4%
BCM
17
Breiter Capital Management
Florida
$7.44M +$2.5M +69,779 +49%
TA
18
Tectonic Advisors
Texas
$6.89M -$129K -3,586 -2%
RJA
19
Raymond James & Associates
Florida
$6.83M +$314K +8,743 +5%
GI
20
Gradient Investments
Minnesota
$5.62M +$117K +3,251 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.82M +$375K +10,463 +8%
GG
22
Golden Green
South Carolina
$4.6M -$208K -5,791 -4%
GA
23
Greenspring Advisors
Maryland
$4.25M +$4.36M +121,460 New
LWAM
24
Legacy Wealth Asset Management
Minnesota
$3.95M -$154K -4,292 -4%
RT
25
Rockland Trust
Massachusetts
$3.78M -$337K -9,397 -8%

MLPA Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2021, worth a combined $569M — up 10% from $515M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MLPA positions and 21 closed out — a net gain of 5 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Rational Advisors, adding an estimated $21.2M. The largest seller was Uniplan Investment Counsel, cutting an estimated $3.03M.

  • 137 institutional investors held Global X MLP ETF (MLPA) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $569M of Global X MLP ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 26 funds opened new Global X MLP ETF positions in Q4 2021 and 21 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q4 2021 was Rational Advisors, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q4 2021 was Uniplan Investment Counsel, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2021.