We are live on ! Find out more
ZMLP

Direxion Zacks MLP High Income Index Shares

Delisted

ZMLP was delisted on the 16th of October, 2020.

17 hedge funds and large institutions have $14M invested in Direxion Zacks MLP High Income Index Shares in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

19% more capital invested

Capital invested by funds: $11.7M → $14M (+$2.25M)

11% less funds holding

Funds holding: 1917 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.29M -$211K -1,952 -6%
ZIM
2
Zacks Investment Management
Illinois
$3.25M +$567K +5,234 +21%
Bank of America
3
Bank of America
North Carolina
$2.9M +$148K +1,369 +5%
Morgan Stanley
4
Morgan Stanley
New York
$1.32M +$83.7K +773 +7%
RT
5
Rockland Trust
Massachusetts
$829K -$4.55K -42 -0.5%
ACM
6
Avalon Capital Management
California
$669K +$665K +6,146 New
BBWA
7
Bell & Brown Wealth Advisors
California
$524K -$93.3K -862 -15%
LPL Financial
8
LPL Financial
California
$483K +$229K +2,116 +91%
Citadel Advisors
9
Citadel Advisors
Florida
$179K -$62.8K -580 -26%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$177K -$3.36K -31 -2%
PAG
11
Private Advisor Group
New Jersey
$162K
AG
12
Advisor Group
Arizona
$72K +$13.5K +125 +23%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$48K +$650 +6 +1%
UBS Group
14
UBS Group
Switzerland
$38K
FHA
15
Flagship Harbor Advisors
Massachusetts
$6K
QCIG
16
Quad-Cities Investment Group
Iowa
$4K +$4.11K +38 New
PCG
17
Private Capital Group
Connecticut
$3K
Jane Street
18
Jane Street
New York
-$585K -6,169 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$127K -1,342 Closed
IA
20
IFP Advisors
Florida
-$7K -72 Closed
RWA
21
River Wealth Advisors
Pennsylvania
-$1K -9 Closed

ZMLP Hedge Fund Activity: Q1 2019 in Review

17 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Direxion Zacks MLP High Income Index Shares (ZMLP) for Q1 2019, worth a combined $14M — up 19% from $11.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ZMLP and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $665K. The largest seller was Jane Street, exiting entirely with an estimated $585K sold.

  • 17 institutional investors held Direxion Zacks MLP High Income Index Shares (ZMLP) as of Q1 2019, down from 19 in Q4 2018.
  • Funds reported $14M of Direxion Zacks MLP High Income Index Shares stock for Q1 2019, up 19% quarter-over-quarter.
  • 2 funds opened new Direxion Zacks MLP High Income Index Shares positions in Q1 2019 and 4 closed out, a net change of -2 holders.
  • The largest Direxion Zacks MLP High Income Index Shares buyer in Q1 2019 was Avalon Capital Management, an estimated $665K added.
  • The largest Direxion Zacks MLP High Income Index Shares seller in Q1 2019 was Jane Street, an estimated $585K sold.

Based on aggregated 13F filings for Q1 2019.