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Global X MLP ETF

163 hedge funds and large institutions have $577M invested in Global X MLP ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 159163 (+4)

0.15% less ownership

Funds ownership: 51.76%51.61% (-0.15%)

4% less capital invested

Capital invested by funds: $603M → $577M (-$25.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
163
Holders Change
+4
Holders Change %
+2.52%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
29
Increased
63
Reduced
39
Closed
24
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$117M -$1.75M -43,062 -1%
Morgan Stanley
2
Morgan Stanley
New York
$88.6M +$13.3M +326,999 +16%
UBS Group
3
UBS Group
Switzerland
$38M +$8.49M +209,396 +26%
Bank of America
4
Bank of America
North Carolina
$26.8M +$3.51M +86,618 +14%
Wells Fargo
5
Wells Fargo
California
$22.7M +$1.95M +48,087 +8%
BFS
6
Bard Financial Services
Connecticut
$22.6M +$936K +23,084 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.1M +$1.66M +40,858 +8%
ECM
8
Evergreen Capital Management
Washington
$17.7M +$246K +6,073 +1%
MGAM
9
McGowan Group Asset Management
Texas
$16.6M +$18.2K +448 +0.1%
LPL Financial
10
LPL Financial
California
$15.4M +$2.63M +65,008 +18%
AIP
11
Almanack Investment Partners
Pennsylvania
$8.96M -$156K -3,861 -2%
AMG
12
Advisors Management Group
Wisconsin
$8.84M +$515K +12,711 +6%
GI
13
Gradient Investments
Minnesota
$8.73M +$9.47M +233,539 +7,135%
RJA
14
Raymond James & Associates
Florida
$8.67M -$238K -5,875 -2%
GG
15
Golden Green
South Carolina
$8.18M +$181K +4,468 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.37M -$615K -15,186 -7%
TA
17
Tectonic Advisors
Texas
$7.26M
AssetMark Inc
18
AssetMark Inc
California
$6.98M -$840K -20,714 -10%
SI
19
Stephens Inc
Arkansas
$6.16M +$182K +4,493 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.15M +$79.4K +1,958 +1%
LWAM
21
Legacy Wealth Asset Management
Minnesota
$5.26M +$713K +17,589 +14%
CAWM
22
Capital Advisors Wealth Management
Washington
$4.92M +$1.62M +39,852 +43%
GA
23
Greenspring Advisors
Maryland
$4.47M -$17.3K -426 -0.4%
Ameriprise
24
Ameriprise
Minnesota
$3.89M -$771K -19,015 -15%
RA
25
RFG Advisory
Alabama
$3.77M +$285K +7,033 +8%

MLPA Hedge Fund Activity: Q2 2022 in Review

163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2022, worth a combined $577M — down 4.3% from $603M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPA positions and 24 closed out — a net gain of 5 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.3M. The largest seller was Millennium Management, cutting an estimated $7.43M.

  • 163 institutional investors held Global X MLP ETF (MLPA) as of Q2 2022, up from 159 in Q1 2022.
  • Funds reported $577M of Global X MLP ETF stock for Q2 2022, down 4.3% quarter-over-quarter.
  • 29 funds opened new Global X MLP ETF positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Global X MLP ETF buyer in Q2 2022 was Morgan Stanley, an estimated $13.3M added.
  • The largest Global X MLP ETF seller in Q2 2022 was Millennium Management, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2022.