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Global X MLP ETF

216 hedge funds and large institutions have $846M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more call options, than puts

Call options by funds: $882K | Put options by funds: $550K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 208216 (+8)

1% more capital invested

Capital invested by funds: $836M → $846M (+$9.72M)

4.92% less ownership

Funds ownership: 57.74%52.82% (-4.9%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
85
Reduced
58
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
26
Blue Edge Capital
Virginia
$4.96M -$25.8K -558 -0.5%
CA
27
Cetera Advisors
Colorado
$4.73M +$2.82M +61,003 +164%
CAN
28
Cetera Advisor Networks
California
$4.21M +$321K +6,957 +9%
MW
29
MBL Wealth
North Carolina
$4.11M +$306K +6,636 +8%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.06M +$3.37M +73,058 +650%
Stifel Financial
31
Stifel Financial
Missouri
$3.89M +$154K +3,329 +4%
PA
32
Pinnacle Associates
New York
$3.87M +$110K +2,380 +3%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$3.85M -$27K -585 -0.7%
Comerica Bank
34
Comerica Bank
Texas
$3.73M +$579K +12,543 +19%
SI
35
Stephens Inc
Arkansas
$3.67M +$279K +6,054 +9%
Ameriprise
36
Ameriprise
Minnesota
$3.51M +$782K +16,936 +30%
HighTower Advisors
37
HighTower Advisors
Illinois
$3.12M -$135K -2,922 -4%
MPCG
38
Matrix Private Capital Group
New York
$3.11M +$641K +13,879 +27%
PAG
39
Private Advisor Group
New Jersey
$2.83M +$180K +3,910 +7%
SEI Investments
40
SEI Investments
Pennsylvania
$2.7M +$473K +10,251 +22%
SC
41
Sykon Capital
New York
$2.66M +$407K +8,816 +19%
EFG
42
Ethos Financial Group
Pennsylvania
$2.64M +$59.9K +1,298 +2%
PHS
43
Pekin Hardy Strauss
Illinois
$2.6M +$385K +8,345 +18%
KWM
44
Kingsview Wealth Management
Oregon
$2.6M +$2.48M +53,831 New
SIMG
45
Sonora Investment Management Group
Arizona
$2.56M +$250K +5,405 +11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.55M +$26.2K +567 +1%
EDRIA
47
Edmonds Duncan Registered Investment Advisors
Kansas
$2.47M -$15.8K -343 -0.7%
WWM
48
Whalen Wealth Management
Nevada
$2.34M +$753K +16,317 +51%
ASN
49
Advisory Services Network
Georgia
$2.29M +$1.08M +23,428 +98%
BPA
50
Beacon Pointe Advisors
California
$2.28M -$106K -2,300 -5%

MLPA Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2024, worth a combined $846M — up 1.2% from $836M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 23 closed out — a net gain of 9 holders — while 85 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 216 institutional investors held Global X MLP ETF (MLPA) as of Q1 2024, up from 208 in Q4 2023.
  • Funds reported $846M of Global X MLP ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.