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Global X MLP ETF
MLPA

Overview Fund Activity

217 hedge funds and large institutions have $896M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
90
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$24.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
CM
3
Columbus Macro
Pennsylvania
$12.4M
4
Wells Fargo
4
Wells Fargo
California
$50.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.3M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$20.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.53M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.32M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
CWM
5
CCG Wealth Management
California
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$5.11M +$588K +11,900 +13%
GRP
27
Global Retirement Partners
California
$4.91M +$1.83M +37,081 +60%
BEC
28
Blue Edge Capital
Virginia
$4.89M -$166K -3,367 -3%
Comerica Bank
29
Comerica Bank
Texas
$4.76M +$276K +5,588 +6%
MPCG
30
Matrix Private Capital Group
New York
$4.44M +$199K +4,024 +5%
SEI Investments
31
SEI Investments
Pennsylvania
$4.07M +$740K +14,971 +22%
SIMG
32
Sonora Investment Management Group
Arizona
$4.03M +$844K +17,090 +27%
PA
33
Pinnacle Associates
New York
$4.02M +$170K +3,447 +4%
ATPW
34
Ashton Thomas Private Wealth
Arizona
$3.99M +$89.8K +1,817 +2%
Stifel Financial
35
Stifel Financial
Missouri
$3.92M +$165K +3,346 +4%
NA
36
NewEdge Advisors
Louisiana
$3.74M +$521K +10,545 +16%
EFG
37
Ethos Financial Group
Pennsylvania
$3.3M +$365K +7,397 +12%
PWA
38
Principia Wealth Advisory
Texas
$3.24M +$3.24M +65,654 New
DADC
39
D.A. Davidson & Co
Montana
$3.06M +$1.37M +27,651 +81%
TPA
40
Trivium Point Advisory
Connecticut
$3.05M -$58K -1,174 -2%
PHS
41
Pekin Hardy Strauss
Illinois
$3M +$31.4K +635 +1%
WWM
42
Whalen Wealth Management
Nevada
$2.99M +$654K +13,236 +28%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.92M -$143K -2,903 -5%
SC
44
Sykon Capital
New York
$2.81M +$62.3K +1,261 +2%
ASN
45
Advisory Services Network
Georgia
$2.67M +$281K +5,694 +12%
BPA
46
Beacon Pointe Advisors
California
$2.65M +$160K +3,229 +6%
GIM
47
Guild Investment Management
California
$2.58M +$236K +4,780 +10%
AC
48
Attessa Capital
Arizona
$2.5M +$2.5M +50,669 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.34M +$92.6K +1,874 +4%
Ameriprise
50
Ameriprise
Minnesota
$2.3M -$709K -14,341 -24%
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