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Global X MLP ETF

182 hedge funds and large institutions have $2.3B invested in Global X MLP ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

809% more call options, than puts

Call options by funds: $491K | Put options by funds: $54K

261% more capital invested

Capital invested by funds: $637M → $2.3B (+$1.66B)

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

8% more funds holding

Funds holding: 169182 (+13)

2.85% more ownership

Funds ownership: 53.14%55.99% (+2.9%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
32
Increased
75
Reduced
46
Closed
13
Calls
$491K
Puts
$54K
Net Calls
+$437K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.56B +$72.1K +1,720 +5%
Creative Planning
2
Creative Planning
Kansas
$128M -$1.57M -37,542 -1%
Morgan Stanley
3
Morgan Stanley
New York
$104M +$887K +21,161 +0.8%
UBS Group
4
UBS Group
Switzerland
$42.6M +$2M +47,693 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38M +$14.2M +339,623 +58%
Bank of America
6
Bank of America
North Carolina
$33.2M +$3.26M +77,818 +11%
BFS
7
Bard Financial Services
Connecticut
$27.2M +$785K +18,724 +3%
Wells Fargo
8
Wells Fargo
California
$26.7M +$143K +3,422 +0.5%
ECM
9
Evergreen Capital Management
Washington
$20.4M +$25.9K +619 +0.1%
MGAM
10
McGowan Group Asset Management
Texas
$19M +$106K +2,521 +0.6%
Deutsche Bank
11
Deutsche Bank
Germany
$18.4M +$18.7M +446,050 New
RJA
12
Raymond James & Associates
Florida
$18.1M +$8.43M +201,112 +84%
LPL Financial
13
LPL Financial
California
$17.4M -$2.73M -65,062 -13%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$15M +$2.31M +55,058 +18%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$14.4M +$8M +190,914 +122%
GI
16
Gradient Investments
Minnesota
$11.6M -$1.2M -28,531 -9%
AMG
17
Advisors Management Group
Wisconsin
$9.83M -$53.4K -1,275 -0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.45M +$3.02M +72,118 +46%
TA
19
Tectonic Advisors
Texas
$8.14M
AWM
20
Affinity Wealth Management
Delaware
$8.06M +$8.18M +195,254 New
AssetMark Inc
21
AssetMark Inc
California
$7.84M -$329K -7,841 -4%
GG
22
Golden Green
South Carolina
$7.35M +$132K +3,143 +2%
CAWM
23
Capital Advisors Wealth Management
Washington
$6.53M +$567K +13,520 +9%
LWAM
24
Legacy Wealth Asset Management
Minnesota
$5.76M +$125K +2,984 +2%
GA
25
Greenspring Advisors
Maryland
$5.72M +$618K +14,752 +12%

MLPA Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2022, worth a combined $2.3B — up 261% from $637M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 13 closed out — a net gain of 19 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $18.7M. The largest seller was Almanack Investment Partners, cutting an estimated $7.4M.

  • 182 institutional investors held Global X MLP ETF (MLPA) as of Q4 2022, up from 169 in Q3 2022.
  • Funds reported $2.3B of Global X MLP ETF stock for Q4 2022, up 261% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2022 and 13 closed out, a net change of +19 holders.
  • The largest Global X MLP ETF buyer in Q4 2022 was Deutsche Bank, an estimated $18.7M added.
  • The largest Global X MLP ETF seller in Q4 2022 was Almanack Investment Partners, an estimated $7.4M sold.

Based on aggregated 13F filings for Q4 2022.