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Global X MLP ETF

215 hedge funds and large institutions have $829M invested in Global X MLP ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $480K | Put options by funds: $78K

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 216215 (-1)

0.77% less ownership

Funds ownership: 52.82%52.04% (-0.77%)

2% less capital invested

Capital invested by funds: $846M → $829M (-$16.7M)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
75
Reduced
62
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
26
Blue Edge Capital
Virginia
$5.01M +$28.1K +592 +0.6%
Comerica Bank
27
Comerica Bank
Texas
$4.15M +$382K +8,031 +10%
PA
28
Pinnacle Associates
New York
$4.06M +$159K +3,347 +4%
SI
29
Stephens Inc
Arkansas
$3.98M +$279K +5,864 +8%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$3.92M +$41.7K +878 +1%
Stifel Financial
31
Stifel Financial
Missouri
$3.65M -$249K -5,236 -6%
MPCG
32
Matrix Private Capital Group
New York
$3.59M +$458K +9,631 +15%
NA
33
NewEdge Advisors
Louisiana
$3.15M +$1.08M +22,701 +54%
PAG
34
Private Advisor Group
New Jersey
$3.15M +$296K +6,227 +11%
GRP
35
Global Retirement Partners
California
$3.1M +$2.54M +53,545 +515%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.01M -$125K -2,634 -4%
SEI Investments
37
SEI Investments
Pennsylvania
$2.95M +$224K +4,706 +8%
PHS
38
Pekin Hardy Strauss
Illinois
$2.87M +$253K +5,325 +10%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.82M +$1.05M +22,060 +61%
EFG
40
Ethos Financial Group
Pennsylvania
$2.7M +$46.1K +970 +2%
TPA
41
Trivium Point Advisory
Connecticut
$2.68M +$2.62M +55,203 New
SC
42
Sykon Capital
New York
$2.57M -$103K -2,167 -4%
SIMG
43
Sonora Investment Management Group
Arizona
$2.56M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.51M -$53.9K -1,135 -2%
EDRIA
45
Edmonds Duncan Registered Investment Advisors
Kansas
$2.47M -$11.8K -249 -0.5%
WWM
46
Whalen Wealth Management
Nevada
$2.36M +$1.24K +26 +0.1%
ASN
47
Advisory Services Network
Georgia
$2.34M +$44.7K +940 +2%
BPA
48
Beacon Pointe Advisors
California
$2.27M -$20.6K -433 -0.9%
Citadel Advisors
49
Citadel Advisors
Florida
$2.26M +$1.85M +39,014 +509%
GIM
50
Guild Investment Management
California
$2.21M +$540K +11,370 +33%

MLPA Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2024, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLPA positions and 30 closed out — a net gain of 1 holder — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $22.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $20.9M sold.

  • 215 institutional investors held Global X MLP ETF (MLPA) as of Q2 2024, down from 216 in Q1 2024.
  • Funds reported $829M of Global X MLP ETF stock for Q2 2024, down 2% quarter-over-quarter.
  • 31 funds opened new Global X MLP ETF positions in Q2 2024 and 30 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2024 was Evergreen Capital Management, an estimated $22.6M added.
  • The largest Global X MLP ETF seller in Q2 2024 was McGowan Group Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2024.