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Global X MLP ETF

204 hedge funds and large institutions have $789M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

5% less capital invested

Capital invested by funds: $829M → $789M (-$40.2M)

1.98% less ownership

Funds ownership: 52.04%50.06% (-2%)

5% less funds holding

Funds holding: 215204 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
83
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$2.01M -$1.11M -23,104 -36%
BSG
52
Black Swift Group
Colorado
$1.97M +$25.7K +535 +1%
AA
53
Advisory Alpha
Michigan
$1.82M +$1.82M +37,841 New
Cerity Partners
54
Cerity Partners
New York
$1.78M -$67.6K -1,407 -4%
TAM
55
Tocqueville Asset Management
New York
$1.78M +$3.75K +78 +0.2%
TIM
56
Thor Investment Management
Ohio
$1.78M +$96 +2 +0%
STAS
57
Strong Tower Advisory Services
Minnesota
$1.75M +$1.39M +28,889 +384%
DADC
58
D.A. Davidson & Co
Montana
$1.65M -$94.1K -1,960 -5%
GWMIA
59
Global Wealth Management Investment Advisory
Florida
$1.55M +$166K +3,452 +12%
FFWM
60
Future Financial Wealth Management
Ohio
$1.48M +$72.9K +1,518 +5%
William Blair & Company
61
William Blair & Company
Illinois
$1.39M
CWM
62
CCG Wealth Management
California
$1.39M
AWS
63
Atria Wealth Solutions
New York
$1.15M +$103K +2,144 +10%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$1.15M +$282K +5,872 +33%
IFG
65
Independent Financial Group
California
$1.13M +$8.98K +187 +0.8%
FEM
66
Fulcrum Equity Management
Texas
$1.13M -$40.1K -836 -3%
RT
67
Rockland Trust
Massachusetts
$1.08M -$138K -2,869 -11%
SWP
68
Stratos Wealth Partners
Ohio
$1.08M -$166K -3,460 -13%
CAWM
69
Capital Advisors Wealth Management
Washington
$1.03M -$53.3K -1,110 -5%
CWM
70
Collaborative Wealth Management
Florida
$1.02M
Lido Advisors
71
Lido Advisors
California
$1.01M -$76K -1,583 -7%
FAIM
72
Financial Advocates Investment Management
Washington
$1M +$188K +3,916 +23%
AP
73
Americana Partners
Texas
$949K -$5.52K -115 -0.6%
HI
74
Harbour Investments
Wisconsin
$945K +$9.46K +197 +1%
Mariner
75
Mariner
Kansas
$891K -$35.5K -739 -4%

MLPA Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2024, worth a combined $789M — down 4.8% from $829M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPA and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $23M sold.

  • 204 institutional investors held Global X MLP ETF (MLPA) as of Q3 2024, down from 215 in Q2 2024.
  • Funds reported $789M of Global X MLP ETF stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new Global X MLP ETF positions in Q3 2024 and 26 closed out, a net change of -10 holders.
  • The largest Global X MLP ETF buyer in Q3 2024 was Morgan Stanley, an estimated $6.66M added.
  • The largest Global X MLP ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.