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Global X MLP ETF

216 hedge funds and large institutions have $846M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more call options, than puts

Call options by funds: $882K | Put options by funds: $550K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 208216 (+8)

1% more capital invested

Capital invested by funds: $836M → $846M (+$9.72M)

4.92% less ownership

Funds ownership: 57.74%52.82% (-4.9%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
85
Reduced
58
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$2.27M -$240K -5,200 -10%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$2.22M +$2.13M +46,055 New
BCM
53
Beck Capital Management
Texas
$2.07M +$54.6K +1,183 +3%
NA
54
NewEdge Advisors
Louisiana
$2.04M +$98.8K +2,140 +5%
SWP
55
Stratos Wealth Partners
Ohio
$1.98M +$333K +7,208 +21%
TAM
56
Tocqueville Asset Management
New York
$1.94M +$1.86M +40,325 New
HFS
57
Horizon Financial Services
North Carolina
$1.94M -$347K -7,511 -16%
DADC
58
D.A. Davidson & Co
Montana
$1.83M -$263K -5,694 -13%
TIM
59
Thor Investment Management
Ohio
$1.8M -$56.4K -1,222 -3%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.78M +$38.6K +837 +2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.75M +$436K +9,441 +35%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.74M -$152K -3,292 -8%
GIM
63
Guild Investment Management
California
$1.65M +$44.7K +969 +3%
Prudential Financial
64
Prudential Financial
New Jersey
$1.59M +$1.52M +32,974 New
Cerity Partners
65
Cerity Partners
New York
$1.59M +$68.8K +1,490 +5%
PAS
66
Park Avenue Securities
New York
$1.57M +$1.51M +32,642 New
AWA
67
Arete Wealth Advisors
Illinois
$1.51M +$41.1K +891 +3%
FFWM
68
Future Financial Wealth Management
Ohio
$1.41M +$39.7K +859 +3%
CWM
69
CCG Wealth Management
California
$1.39M +$1.33M +28,917 New
RT
70
Rockland Trust
Massachusetts
$1.33M -$390K -8,455 -23%
GWMIA
71
Global Wealth Management Investment Advisory
Florida
$1.31M +$30.2K +654 +2%
FEM
72
Fulcrum Equity Management
Texas
$1.24M -$102K -2,204 -8%
SAM
73
Smartleaf Asset Management
Massachusetts
$1.21M +$171K +3,698 +17%
AWS
74
Atria Wealth Solutions
New York
$1.15M +$130K +2,817 +13%
CAWM
75
Capital Advisors Wealth Management
Washington
$1.15M +$103K +2,227 +10%

MLPA Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2024, worth a combined $846M — up 1.2% from $836M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 23 closed out — a net gain of 9 holders — while 85 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 216 institutional investors held Global X MLP ETF (MLPA) as of Q1 2024, up from 208 in Q4 2023.
  • Funds reported $846M of Global X MLP ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.