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Global X MLP ETF
MLPA

Overview Fund Activity

183 hedge funds and large institutions have $747M invested in Global X MLP ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
20
Increased
72
Reduced
62
Closed
15
Calls
$716K
Puts
$208K
Net Calls
+$508K
Net Calls Change
+$71K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$21.4M
2
Morgan Stanley
Morgan Stanley
New York
$114M
3
AWM
Affinity Wealth Management
Delaware
$11.4M
4
AP
Arlington Partners
Alabama
$1.87M
5
LPL Financial
LPL Financial
California
$18.8M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.4M
3
BEC
Blue Edge Capital
Virginia
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$10.2M
5
GG
Golden Green
South Carolina
$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$890K -$248K -5,959 -22%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$803K -$455K -10,947 -36%
Mariner
78
Mariner
Kansas
$781K +$8.24K +198 +1%
PAS
79
Park Avenue Securities
New York
$765K -$120K -2,895 -14%
AWM
80
Apollon Wealth Management
South Carolina
$759K -$52K -1,251 -6%
SP
81
SWS Partners
Ohio
$689K -$73.7K -1,772 -10%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$666K +$112K +2,700 +20%
TFCP
83
Twin Focus Capital Partners
Massachusetts
$661K +$40.4K +972 +7%
CL
84
Choreo LLC
Illinois
$643K +$643K +15,449 New
OL
85
Owen LaRue
Kentucky
$599K – – –
AP
86
Americana Partners
Texas
$591K -$74K -1,780 -11%
EWM
87
Endowment Wealth Management
Wisconsin
$590K -$35.1K -843 -6%
FF
88
Friedenthal Financial
New Jersey
$565K +$83 +2 +0%
HWM
89
HB Wealth Management
Georgia
$559K +$1.08K +26 +0.2%
AWS
90
Atria Wealth Solutions
New York
$548K +$333 +8 +0.1%
SPC
91
Sigma Planning Corp
Michigan
$530K +$274K +6,597 +108%
CCM
92
Chilton Capital Management
Texas
$528K -$46.9K -1,127 -8%
MCM
93
Morton Capital Management
California
$525K – – –
NGA
94
Naples Global Advisors
Florida
$499K +$42K +1,009 +9%
Corient Private Wealth
95
Corient Private Wealth
Florida
$493K +$493K +11,845 New
PA
96
PSI Advisors
Florida
$490K +$192K +4,605 +64%
Wealthfront Advisers
97
Wealthfront Advisers
California
$488K +$41.1K +987 +9%
CF
98
Centaurus Financial
California
$484K -$11.7K -280 -2%
JWCA
99
J.W. Cole Advisors
Florida
$484K +$790 +19 +0.2%
LP
100
LGL Partners
Pennsylvania
$471K +$8.28K +199 +2%
2 3
4
5 6