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Global X MLP ETF

204 hedge funds and large institutions have $789M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

5% less capital invested

Capital invested by funds: $829M → $789M (-$40.2M)

1.98% less ownership

Funds ownership: 52.04%50.06% (-2%)

5% less funds holding

Funds holding: 215204 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
83
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$4.35M +$253K +5,260 +6%
MPCG
27
Matrix Private Capital Group
New York
$4.11M +$562K +11,696 +16%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$3.79M -$89.3K -1,860 -2%
Stifel Financial
29
Stifel Financial
Missouri
$3.64M +$26.1K +543 +0.7%
PA
30
Pinnacle Associates
New York
$3.45M -$275K -5,727 -7%
SEI Investments
31
SEI Investments
Pennsylvania
$3.24M +$325K +6,763 +11%
NA
32
NewEdge Advisors
Louisiana
$3.13M +$4.66K +97 +0.1%
SIMG
33
Sonora Investment Management Group
Arizona
$3.09M +$541K +11,268 +21%
TPA
34
Trivium Point Advisory
Connecticut
$3.03M +$374K +7,798 +14%
GRP
35
Global Retirement Partners
California
$2.99M -$78.9K -1,644 -3%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.97M -$8.5K -177 -0.3%
Ameriprise
37
Ameriprise
Minnesota
$2.92M -$2.14M -44,626 -42%
PHS
38
Pekin Hardy Strauss
Illinois
$2.88M +$43.3K +902 +2%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.87M +$84K +1,750 +3%
EFG
40
Ethos Financial Group
Pennsylvania
$2.85M +$176K +3,658 +7%
SC
41
Sykon Capital
New York
$2.67M +$119K +2,478 +5%
EDRIA
42
Edmonds Duncan Registered Investment Advisors
Kansas
$2.55M +$105K +2,192 +4%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.47M -$8.93K -186 -0.4%
BPA
44
Beacon Pointe Advisors
California
$2.42M +$170K +3,550 +8%
ASN
45
Advisory Services Network
Georgia
$2.34M
GIM
46
Guild Investment Management
California
$2.27M +$84K +1,750 +4%
WWM
47
Whalen Wealth Management
Nevada
$2.26M -$65.7K -1,368 -3%
BCM
48
Beck Capital Management
Texas
$2.19M +$62.4K +1,300 +3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.18M +$164K +3,420 +8%
HFS
50
Horizon Financial Services
North Carolina
$2.03M +$60.9K +1,269 +3%

MLPA Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2024, worth a combined $789M — down 4.8% from $829M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPA and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $23M sold.

  • 204 institutional investors held Global X MLP ETF (MLPA) as of Q3 2024, down from 215 in Q2 2024.
  • Funds reported $789M of Global X MLP ETF stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new Global X MLP ETF positions in Q3 2024 and 26 closed out, a net change of -10 holders.
  • The largest Global X MLP ETF buyer in Q3 2024 was Morgan Stanley, an estimated $6.66M added.
  • The largest Global X MLP ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.