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Global X MLP ETF

159 hedge funds and large institutions have $603M invested in Global X MLP ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $983K | Put options by funds: $246K

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

58% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more funds holding

Funds holding: 137159 (+22)

6% more capital invested

Capital invested by funds: $569M → $603M (+$34.1M)

2.75% less ownership

Funds ownership: 54.51%51.76% (-2.7%)

Holders
159
Holders Change
+22
Holders Change %
+16.06%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
40
Increased
60
Reduced
38
Closed
16
Calls
$983K
Puts
$246K
Net Calls
+$737K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$130M +$552K +14,173 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$83.7M +$21.6M +553,909 +36%
UBS Group
3
UBS Group
Switzerland
$33M +$14.2M +364,594 +80%
Bank of America
4
Bank of America
North Carolina
$25.8M -$1.92M -49,417 -7%
BFS
5
Bard Financial Services
Connecticut
$23.8M +$1.82M +46,710 +9%
Wells Fargo
6
Wells Fargo
California
$22.9M +$2.74M +70,355 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.4M +$3.88M +99,593 +23%
ECM
8
Evergreen Capital Management
Washington
$19.1M +$594K +15,244 +3%
MGAM
9
McGowan Group Asset Management
Texas
$18.1M +$449K +11,537 +3%
LPL Financial
10
LPL Financial
California
$14.2M +$3.26M +83,803 +31%
Millennium Management
11
Millennium Management
New York
$11.1M +$10.7M +275,243 New
AIP
12
Almanack Investment Partners
Pennsylvania
$9.95M +$888K +22,811 +10%
RJA
13
Raymond James & Associates
Florida
$9.71M +$1.78M +45,739 +23%
AMG
14
Advisors Management Group
Wisconsin
$9.15M +$8.84M +227,099 New
BCM
15
Breiter Capital Management
Florida
$8.81M +$234K +6,014 +3%
GG
16
Golden Green
South Carolina
$8.76M +$3.34M +85,875 +65%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.66M +$18.8K +483 +0.2%
AssetMark Inc
18
AssetMark Inc
California
$8.46M +$8.18M +209,954 +1,105,021%
TA
19
Tectonic Advisors
Texas
$7.94M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.65M +$1.06M +27,201 +20%
SI
21
Stephens Inc
Arkansas
$6.55M +$5.05M +129,569 +394%
ACA
22
Atlas Capital Advisors
Wyoming
$6.26M +$5.74M +147,435 +1,842%
LWAM
23
Legacy Wealth Asset Management
Minnesota
$5.04M +$475K +12,186 +11%
Ameriprise
24
Ameriprise
Minnesota
$5.02M +$1.69M +43,400 +54%
GA
25
Greenspring Advisors
Maryland
$4.9M +$4.56K +117 +0.1%

MLPA Hedge Fund Activity: Q1 2022 in Review

159 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2022, worth a combined $603M — up 6% from $569M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MLPA positions and 16 closed out — a net gain of 24 holders — while 60 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Rational Advisors, exiting entirely with an estimated $98.1M sold.

  • 159 institutional investors held Global X MLP ETF (MLPA) as of Q1 2022, up from 137 in Q4 2021.
  • Funds reported $603M of Global X MLP ETF stock for Q1 2022, up 6% quarter-over-quarter.
  • 40 funds opened new Global X MLP ETF positions in Q1 2022 and 16 closed out, a net change of +24 holders.
  • The largest Global X MLP ETF buyer in Q1 2022 was Morgan Stanley, an estimated $21.6M added.
  • The largest Global X MLP ETF seller in Q1 2022 was Rational Advisors, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2022.