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Global X MLP ETF

215 hedge funds and large institutions have $829M invested in Global X MLP ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $480K | Put options by funds: $78K

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 216215 (-1)

0.77% less ownership

Funds ownership: 52.82%52.04% (-0.77%)

2% less capital invested

Capital invested by funds: $846M → $829M (-$16.7M)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
75
Reduced
62
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Beck Capital Management
Texas
$2.16M +$75.8K +1,595 +4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.04M +$268K +5,642 +16%
HFS
53
Horizon Financial Services
North Carolina
$1.99M +$32.1K +675 +2%
BSG
54
Black Swift Group
Colorado
$1.97M +$1.46M +30,690 +309%
Cerity Partners
55
Cerity Partners
New York
$1.87M +$270K +5,676 +17%
TIM
56
Thor Investment Management
Ohio
$1.8M -$10.8K -227 -0.6%
TAM
57
Tocqueville Asset Management
New York
$1.79M -$160K -3,358 -8%
DADC
58
D.A. Davidson & Co
Montana
$1.76M -$78.9K -1,660 -4%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.69M -$103K -2,164 -6%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.47M +$1.44M +30,232 New
FFWM
61
Future Financial Wealth Management
Ohio
$1.42M +$5.28K +111 +0.4%
William Blair & Company
62
William Blair & Company
Illinois
$1.41M +$1.22M +25,577 +735%
CWM
63
CCG Wealth Management
California
$1.4M
GWMIA
64
Global Wealth Management Investment Advisory
Florida
$1.4M +$77.8K +1,637 +6%
SWP
65
Stratos Wealth Partners
Ohio
$1.26M -$724K -15,246 -37%
SAM
66
Smartleaf Asset Management
Massachusetts
$1.23M +$5.08K +107 +0.4%
RT
67
Rockland Trust
Massachusetts
$1.23M -$108K -2,268 -8%
FEM
68
Fulcrum Equity Management
Texas
$1.18M -$70.6K -1,486 -6%
IFG
69
Independent Financial Group
California
$1.14M -$11.9K -251 -1%
Lido Advisors
70
Lido Advisors
California
$1.1M -$12.7K -267 -1%
CAWM
71
Capital Advisors Wealth Management
Washington
$1.09M -$63.7K -1,341 -6%
AWS
72
Atria Wealth Solutions
New York
$1.06M -$97.1K -2,043 -9%
CWM
73
Collaborative Wealth Management
Florida
$1.04M -$9.5K -200 -0.9%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$1.02M -$58.7K -1,235 -6%
Wealthfront Advisers
75
Wealthfront Advisers
California
$990K +$203K +4,281 +27%

MLPA Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2024, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLPA positions and 30 closed out — a net gain of 1 holder — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $22.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $20.9M sold.

  • 215 institutional investors held Global X MLP ETF (MLPA) as of Q2 2024, down from 216 in Q1 2024.
  • Funds reported $829M of Global X MLP ETF stock for Q2 2024, down 2% quarter-over-quarter.
  • 31 funds opened new Global X MLP ETF positions in Q2 2024 and 30 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2024 was Evergreen Capital Management, an estimated $22.6M added.
  • The largest Global X MLP ETF seller in Q2 2024 was McGowan Group Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2024.