Global X MLP ETF
MLPA
184 hedge funds and large institutions have $750M invested in Global X MLP ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 15 closing their positions.
244% more call options, than puts
Call options by funds: $716K | Put options by funds: $208K
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 62
2% more capital invested
Capital invested by funds: $736M → $750M (+$14.4M)
1% more funds holding
Funds holding: 183 → 184 (+1)
0.53% less ownership
Funds ownership: 55.99% → 55.47% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.7M |
| 2 |
Morgan Stanley
New York
|
+$9.55M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$3.33M |
| 4 |
AP
Arlington Partners
Birmingham,
Alabama
|
+$1.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$7.85M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.02M |
| 3 |
BEC
Blue Edge Capital
Richmond,
Virginia
|
-$4.63M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.35M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.04M |
MLPA Hedge Fund Activity: Q1 2023 in Review
184 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2023, worth a combined $750M — up 2% from $736M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MLPA positions and 15 closed out — a net gain of 4 holders — while 74 added to existing stakes and 62 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $21.7M. The largest seller was Creative Planning, cutting an estimated $7.85M.
- 184 institutional investors held Global X MLP ETF (MLPA) as of Q1 2023, up from 183 in Q4 2022.
- Funds reported $750M of Global X MLP ETF stock for Q1 2023, up 2% quarter-over-quarter.
- 19 funds opened new Global X MLP ETF positions in Q1 2023 and 15 closed out, a net change of +4 holders.
- The largest Global X MLP ETF buyer in Q1 2023 was Bank of Montreal, an estimated $21.7M added.
- The largest Global X MLP ETF seller in Q1 2023 was Creative Planning, an estimated $7.85M sold.
Based on aggregated 13F filings for Q1 2023.