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Global X MLP ETF

169 hedge funds and large institutions have $637M invested in Global X MLP ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $577M → $637M (+$60M)

4% more funds holding

Funds holding: 163169 (+6)

1.53% more ownership

Funds ownership: 51.61%53.14% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
24
Increased
60
Reduced
55
Closed
18
Calls
$505K
Puts
Net Calls
+$505K
Net Calls Change
-$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$124M -$1.99M -49,209 -2%
Morgan Stanley
2
Morgan Stanley
New York
$98.2M +$3.56M +88,122 +4%
UBS Group
3
UBS Group
Switzerland
$38.8M -$1.82M -45,054 -4%
Bank of America
4
Bank of America
North Carolina
$28.7M +$44.6K +1,103 +0.2%
Wells Fargo
5
Wells Fargo
California
$25.4M +$1.09M +26,980 +4%
BFS
6
Bard Financial Services
Connecticut
$25.3M +$1.09M +26,847 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.9M +$387K +9,575 +2%
ECM
8
Evergreen Capital Management
Washington
$19.5M +$528K +13,056 +3%
LPL Financial
9
LPL Financial
California
$19.2M +$2.82M +69,778 +17%
MGAM
10
McGowan Group Asset Management
Texas
$18.1M +$291K +7,183 +2%
GI
11
Gradient Investments
Minnesota
$12.2M +$2.93M +72,389 +31%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$12.2M +$11M +271,975 +730%
AIP
13
Almanack Investment Partners
Pennsylvania
$11.7M +$2.16M +53,500 +22%
AMG
14
Advisors Management Group
Wisconsin
$9.44M -$17.8K -439 -0.2%
RJA
15
Raymond James & Associates
Florida
$9.4M +$126K +3,107 +1%
AssetMark Inc
16
AssetMark Inc
California
$7.79M +$339K +8,370 +4%
TA
17
Tectonic Advisors
Texas
$7.77M
GG
18
Golden Green
South Carolina
$6.89M -$1.91M -47,124 -21%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$6.19M -$403K -9,974 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.18M -$1.74M -43,137 -22%
CAWM
21
Capital Advisors Wealth Management
Washington
$5.71M +$455K +11,253 +8%
LWAM
22
Legacy Wealth Asset Management
Minnesota
$5.39M -$245K -6,049 -4%
GA
23
Greenspring Advisors
Maryland
$4.89M +$110K +2,730 +2%
RA
24
RFG Advisory
Alabama
$4.86M +$730K +18,050 +19%
BEC
25
Blue Edge Capital
Virginia
$4.39M +$1.63M +40,339 +57%

MLPA Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2022, worth a combined $637M — up 10% from $577M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MLPA positions and 18 closed out — a net gain of 6 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11M. The largest seller was Stephens Inc, cutting an estimated $5.12M.

  • 169 institutional investors held Global X MLP ETF (MLPA) as of Q3 2022, up from 163 in Q2 2022.
  • Funds reported $637M of Global X MLP ETF stock for Q3 2022, up 10% quarter-over-quarter.
  • 24 funds opened new Global X MLP ETF positions in Q3 2022 and 18 closed out, a net change of +6 holders.
  • The largest Global X MLP ETF buyer in Q3 2022 was Rockefeller Capital Management, an estimated $11M added.
  • The largest Global X MLP ETF seller in Q3 2022 was Stephens Inc, an estimated $5.12M sold.

Based on aggregated 13F filings for Q3 2022.