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Global X MLP ETF
MLPA

Overview Fund Activity

177 hedge funds and large institutions have $715M invested in Global X MLP ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
58
Reduced
60
Closed
23
Calls
$889K
Puts
$343K
Net Calls
+$546K
Net Calls Change
+$38K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$40.5M
2
BEC
Blue Edge Capital
Virginia
$4.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.18M
4
AC
AlphaCore Capital
California
$1.52M
5
WAM
Worth Asset Management
Texas
$1.54M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$109M
2
AWM
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.2M
5
GA
Greenspring Advisors
Maryland
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Worth Asset Management
Texas
$1.54M +$1.31M +30,518 +574%
AC
52
AlphaCore Capital
California
$1.52M +$1.52M +35,400 New
AAS
53
Avantax Advisory Services
Texas
$1.51M -$369K -8,599 -20%
CA
54
Cetera Advisors
Colorado
$1.51M +$98.4K +2,292 +7%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.47M -$1.31M -30,408 -47%
SIMG
56
Sonora Investment Management Group
Arizona
$1.47M +$179K +4,170 +14%
MPCG
57
Matrix Private Capital Group
New York
$1.35M +$294K +6,838 +28%
Lido Advisors
58
Lido Advisors
California
$1.22M -$144K -3,353 -11%
AWS
59
AJ Wealth Strategies
New York
$1.21M – – –
FFWM
60
Future Financial Wealth Management
Ohio
$1.19M -$86 -2 -0%
AWM
61
AE Wealth Management
Kansas
$1.17M +$51.2K +1,192 +5%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.16M -$67K -1,561 -5%
ASN
63
Advisory Services Network
Georgia
$1.04M -$5.37K -125 -0.5%
GWMIA
64
Global Wealth Management Investment Advisory
Florida
$1.04M +$62.1K +1,447 +6%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.01M -$20.1K -469 -2%
CWM
66
Collaborative Wealth Management
Florida
$981K +$11.4K +266 +1%
CG
67
Colony Group
Massachusetts
$941K -$158K -3,692 -14%
Mariner
68
Mariner
Kansas
$871K +$65.6K +1,527 +8%
NW
69
Naviter Wealth
Arkansas
$853K +$853K +19,875 New
SEI Investments
70
SEI Investments
Pennsylvania
$838K +$608K +14,159 +264%
WA
71
WBH Advisory
Maryland
$795K -$722K -16,824 -48%
SWP
72
Stratos Wealth Partners
Ohio
$795K +$476K +11,076 +149%
AWM
73
Apollon Wealth Management
South Carolina
$766K -$17.8K -414 -2%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$732K -$3.68M -85,724 -83%
Corient Private Wealth
75
Corient Private Wealth
Florida
$716K +$207K +4,826 +41%
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