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Global X MLP ETF

219 hedge funds and large institutions have $899M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

14% more capital invested

Capital invested by funds: $789M → $899M (+$110M)

7% more funds holding

Funds holding: 204219 (+15)

3.95% more ownership

Funds ownership: 50.06%54.01% (+3.9%)

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
2.88%
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
91
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$5.11M +$584K +11,900 +13%
GRP
27
Global Retirement Partners
California
$4.91M +$1.82M +37,081 +60%
BEC
28
Blue Edge Capital
Virginia
$4.89M -$165K -3,367 -3%
Comerica Bank
29
Comerica Bank
Texas
$4.76M +$274K +5,588 +6%
MPCG
30
Matrix Private Capital Group
New York
$4.44M +$197K +4,024 +5%
SEI Investments
31
SEI Investments
Pennsylvania
$4.07M +$735K +14,971 +22%
SIMG
32
Sonora Investment Management Group
Arizona
$4.03M +$839K +17,090 +27%
PA
33
Pinnacle Associates
New York
$4.02M +$169K +3,447 +4%
ATPW
34
Ashton Thomas Private Wealth
Arizona
$3.99M +$89.2K +1,817 +2%
Stifel Financial
35
Stifel Financial
Missouri
$3.92M +$164K +3,346 +4%
NA
36
NewEdge Advisors
Louisiana
$3.74M +$517K +10,545 +16%
EFG
37
Ethos Financial Group
Pennsylvania
$3.3M +$363K +7,397 +12%
PWA
38
Principia Wealth Advisory
Texas
$3.24M +$3.22M +65,654 New
DADC
39
D.A. Davidson & Co
Montana
$3.06M +$1.36M +27,651 +81%
TPA
40
Trivium Point Advisory
Connecticut
$3.05M -$57.6K -1,174 -2%
PHS
41
Pekin Hardy Strauss
Illinois
$3M +$31.2K +635 +1%
WWM
42
Whalen Wealth Management
Nevada
$2.99M +$649K +13,236 +28%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.92M -$142K -2,903 -5%
SC
44
Sykon Capital
New York
$2.81M +$61.9K +1,261 +2%
ASN
45
Advisory Services Network
Georgia
$2.67M +$279K +5,694 +12%
BPA
46
Beacon Pointe Advisors
California
$2.65M +$158K +3,229 +6%
GIM
47
Guild Investment Management
California
$2.58M +$235K +4,780 +10%
AC
48
Attessa Capital
Arizona
$2.5M +$2.49M +50,669 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.34M +$92K +1,874 +4%
Ameriprise
50
Ameriprise
Minnesota
$2.3M -$704K -14,341 -24%

MLPA Hedge Fund Activity: Q4 2024 in Review

219 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2024, worth a combined $899M — up 14% from $789M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Gradient Investments, cutting an estimated $12.4M.

  • 219 institutional investors held Global X MLP ETF (MLPA) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $899M of Global X MLP ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2024 and 12 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q4 2024 was Evergreen Capital Management, an estimated $24.5M added.
  • The largest Global X MLP ETF seller in Q4 2024 was Gradient Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.