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Global X MLP ETF
MLPA

Overview Fund Activity

183 hedge funds and large institutions have $747M invested in Global X MLP ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
20
Increased
72
Reduced
62
Closed
15
Calls
$716K
Puts
$208K
Net Calls
+$508K
Net Calls Change
+$71K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$21.4M
2
Morgan Stanley
Morgan Stanley
New York
$114M
3
AWM
Affinity Wealth Management
Delaware
$11.4M
4
AP
Arlington Partners
Alabama
$1.87M
5
LPL Financial
LPL Financial
California
$18.8M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.4M
3
BEC
Blue Edge Capital
Virginia
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$10.2M
5
GG
Golden Green
South Carolina
$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$1.65M -$56.2K -1,350 -3%
AWA
52
Arete Wealth Advisors
Illinois
$1.64M +$64.5K +1,550 +4%
PHS
53
Pekin Hardy Strauss
Illinois
$1.61M +$135K +3,235 +9%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.57M -$779K -18,735 -33%
BCM
55
Beck Capital Management
Texas
$1.56M -$222K -5,341 -12%
NA
56
NewEdge Advisors
Louisiana
$1.48M +$52K +1,250 +4%
WA
57
WBH Advisory
Maryland
$1.47M +$1.47M +35,340 New
CI
58
Cavalier Investments
Georgia
$1.45M -$1.65M -39,664 -53%
CA
59
Cetera Advisors
Colorado
$1.37M -$63.7K -1,532 -4%
Lido Advisors
60
Lido Advisors
California
$1.32M +$18.1K +435 +1%
GIM
61
Guild Investment Management
California
$1.3M -$39.5K -950 -3%
SIMG
62
Sonora Investment Management Group
Arizona
$1.25M +$71.3K +1,714 +6%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.19M -$24.5K -587 -2%
FFWM
64
Future Financial Wealth Management
Ohio
$1.17M -$13.1K -309 -1%
AWS
65
AJ Wealth Strategies
New York
$1.17M – – –
AWM
66
AE Wealth Management
Kansas
$1.08M +$41K +985 +4%
CG
67
Colony Group
Massachusetts
$1.07M +$55.1K +1,325 +5%
MPCG
68
Matrix Private Capital Group
New York
$1.03M +$54.5K +1,310 +6%
ASN
69
Advisory Services Network
Georgia
$1.02M +$15.1K +362 +2%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1M +$16.8K +404 +2%
FAM
71
Family Asset Management
South Carolina
$996K -$416K -9,997 -29%
SWM
72
SFG Wealth Management
Maryland
$991K +$15.6K +376 +2%
GWMIA
73
Global Wealth Management Investment Advisory
Florida
$945K +$57.3K +1,378 +6%
CWM
74
Collaborative Wealth Management
Florida
$940K +$6.12K +147 +0.7%
CFGS
75
Concourse Financial Group Securities
Alabama
$906K +$66.4K +1,596 +8%
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