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Global X MLP ETF

220 hedge funds and large institutions have $998M invested in Global X MLP ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$219M
Creative Planning
2
Creative Planning
Kansas
$96.6M
Bank of America
3
Bank of America
North Carolina
$57.5M
Wells Fargo
4
Wells Fargo
California
$56.4M
UBS Group
5
UBS Group
Switzerland
$56.1M
LPL Financial
6
LPL Financial
California
$46.9M
Raymond James Financial
7
Raymond James Financial
Florida
$37.1M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24.8M
ECM
9
Evergreen Capital Management
Washington
$24.1M
GI
10
Gradient Investments
Minnesota
$21.8M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$19.5M
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$15.3M
TA
13
Tectonic Advisors
Texas
$13.7M
CM
14
Columbus Macro
Pennsylvania
$13.6M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.5M
AMG
16
Advisors Management Group
Wisconsin
$12.6M
JIP
17
Jaffetilchin Investment Partners
Florida
$11.2M
MAM
18
Madison Asset Management
Wisconsin
$10.9M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$10.6M
BIA
20
Barry Investment Advisors
Massachusetts
$9.77M
LWAM
21
Legacy Wealth Asset Management
Minnesota
$9.72M
ETC
22
Exchange Traded Concepts
Oklahoma
$6.68M
AIP
23
Almanack Investment Partners
Pennsylvania
$6.35M
MW
24
MBL Wealth
North Carolina
$6.17M
CAWM
25
Capital Advisors Wealth Management
Washington
$5.9M