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Global X MLP ETF

219 hedge funds and large institutions have $899M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

14% more capital invested

Capital invested by funds: $789M → $899M (+$110M)

7% more funds holding

Funds holding: 204219 (+15)

3.95% more ownership

Funds ownership: 50.06%54.01% (+3.9%)

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
2.88%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
91
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Beck Capital Management
Texas
$2.27M +$9.18K +187 +0.4%
BSG
52
Black Swift Group
Colorado
$2.14M +$104K +2,110 +5%
Cerity Partners
53
Cerity Partners
New York
$2.03M +$197K +4,018 +11%
HFS
54
Horizon Financial Services
North Carolina
$2.02M -$65.6K -1,336 -3%
STAS
55
Strong Tower Advisory Services
Minnesota
$1.91M +$111K +2,265 +6%
TAM
56
Tocqueville Asset Management
New York
$1.87M +$42.6K +869 +2%
AA
57
Advisory Alpha
Michigan
$1.85M -$26.7K -545 -1%
TIM
58
Thor Investment Management
Ohio
$1.84M +$11.7K +239 +0.6%
FAIM
59
Financial Advocates Investment Management
Washington
$1.8M +$760K +15,489 +74%
GWMIA
60
Global Wealth Management Investment Advisory
Florida
$1.79M +$198K +4,036 +13%
PAG
61
Private Advisor Group
New Jersey
$1.65M -$414K -8,438 -20%
AAM
62
Advisors Asset Management
Colorado
$1.61M +$1.54M +31,295 +2,304%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.53M -$1.41M -28,778 -48%
NW
64
Naviter Wealth
Arkansas
$1.49M +$1.17M +23,939 +386%
William Blair & Company
65
William Blair & Company
Illinois
$1.43M -$9.03K -184 -0.6%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.32M -$1.22M -24,770 -48%
FFWM
67
Future Financial Wealth Management
Ohio
$1.31M -$217K -4,430 -14%
SWP
68
Stratos Wealth Partners
Ohio
$1.25M +$142K +2,898 +13%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$1.19M +$8.14K +166 +0.7%
AWS
70
Atria Wealth Solutions
New York
$1.17M -$17.1K -349 -1%
IFG
71
Independent Financial Group
California
$1.16M -$9.18K -187 -0.8%
RT
72
Rockland Trust
Massachusetts
$1.11M -$932 -19 -0.1%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$1.09M +$1.09M +22,122 New
CAWM
74
Capital Advisors Wealth Management
Washington
$1.08M +$27K +550 +3%
CWM
75
Collaborative Wealth Management
Florida
$1.06M

MLPA Hedge Fund Activity: Q4 2024 in Review

219 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2024, worth a combined $899M — up 14% from $789M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Gradient Investments, cutting an estimated $12.4M.

  • 219 institutional investors held Global X MLP ETF (MLPA) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $899M of Global X MLP ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2024 and 12 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q4 2024 was Evergreen Capital Management, an estimated $24.5M added.
  • The largest Global X MLP ETF seller in Q4 2024 was Gradient Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.