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Global X MLP ETF
MLPA

Overview Fund Activity

206 hedge funds and large institutions have $834M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
58
Closed
11
Calls
$323K
Puts
$284K
Net Calls
+$39K
Net Calls Change
+$248K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
GI
2
Gradient Investments
Minnesota
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$33.9M
4
MAM
4
Madison Asset Management
Wisconsin
$4.69M
5
UBS Group
5
UBS Group
Switzerland
$49.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22K
2
Creative Planning
2
Creative Planning
Kansas
$91.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.1M
5
WAM
5
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$1.74M -$757K -17,080 -30%
CA
52
Cetera Advisors
Colorado
$1.65M -$6.47K -146 -0.4%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.6M -$7.22K -163 -0.4%
AC
54
AlphaCore Capital
California
$1.6M +$31K +700 +2%
RT
55
Rockland Trust
Massachusetts
$1.6M -$445K -10,041 -22%
SWP
56
Stratos Wealth Partners
Ohio
$1.5M +$251K +5,655 +20%
GIM
57
Guild Investment Management
California
$1.47M -$282K -6,365 -16%
WWM
58
Whalen Wealth Management
Nevada
$1.43M +$1.43M +32,223 New
Cerity Partners
59
Cerity Partners
New York
$1.39M – – –
AWM
60
AE Wealth Management
Kansas
$1.39M +$45K +976 +3%
AWA
61
Arete Wealth Advisors
Illinois
$1.35M +$1.35M +30,403 New
FFWM
62
Future Financial Wealth Management
Ohio
$1.26M +$105K +2,372 +9%
FEM
63
Fulcrum Equity Management
Texas
$1.24M +$1.24M +28,017 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.19M -$83.7K -1,890 -7%
GWMIA
65
Global Wealth Management Investment Advisory
Florida
$1.17M +$18.2K +410 +2%
NL
66
NWAM LLC
Washington
$1.08M +$295K +6,649 +38%
ASN
67
Advisory Services Network
Georgia
$1.06M – – –
Lido Advisors
68
Lido Advisors
California
$1.06M -$425K -9,590 -29%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.03M +$1.03M +23,268 New
SOS
70
Silver Oak Securities
Tennessee
$1.02M +$1.02M +22,952 New
CAWM
71
Capital Advisors Wealth Management
Washington
$957K -$110K -2,487 -10%
CWM
72
Collaborative Wealth Management
Florida
$955K -$58.8K -1,327 -6%
SAM
73
Smartleaf Asset Management
Massachusetts
$951K +$951K +21,565 New
HI
74
Harbour Investments
Wisconsin
$942K +$942K +21,255 New
AWS
75
Atria Wealth Solutions
New York
$932K +$120K +2,711 +15%
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3
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