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Global X MLP ETF
MLPA

Overview Fund Activity

206 hedge funds and large institutions have $834M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
58
Closed
11
Calls
$323K
Puts
$284K
Net Calls
+$39K
Net Calls Change
+$248K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
GI
2
Gradient Investments
Minnesota
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$33.9M
4
MAM
4
Madison Asset Management
Wisconsin
$4.69M
5
UBS Group
5
UBS Group
Switzerland
$49.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22K
2
Creative Planning
2
Creative Planning
Kansas
$91.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.1M
5
WAM
5
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$886K -$12.7K -287 -1%
GRP
77
Global Retirement Partners
California
$854K +$789K +17,697 +1,201%
AAS
78
Avantax Advisory Services
Texas
$853K -$191K -4,307 -18%
AP
79
Americana Partners
Texas
$799K +$34.8K +785 +5%
AFP
80
Ausdal Financial Partners
Iowa
$796K +$172K +3,892 +28%
FGAM
81
Financial Gravity Asset Management
Texas
$782K +$39.1K +375 +5%
LI
82
LVZ Inc
Michigan
$780K -$357K -8,057 -31%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$769K +$769K +17,368 New
AWM
84
Apollon Wealth Management
South Carolina
$763K +$3.5K +79 +0.5%
FAIM
85
Financial Advocates Investment Management
Washington
$694K +$108K +2,428 +18%
SP
86
SWS Partners
Ohio
$683K -$41.6K -940 -6%
LP
87
LGL Partners
Pennsylvania
$668K +$146K +3,292 +28%
TFCP
88
Twin Focus Capital Partners
Massachusetts
$661K – – –
Wealthfront Advisers
89
Wealthfront Advisers
California
$646K +$63.3K +1,430 +11%
CL
90
Choreo LLC
Illinois
$622K – – –
HWM
91
HB Wealth Management
Georgia
$594K – – –
FF
92
Friedenthal Financial
New Jersey
$583K -$24.4K -550 -4%
Corient Private Wealth
93
Corient Private Wealth
Florida
$574K +$16.9K +382 +3%
SWM
94
SFG Wealth Management
Maryland
$566K +$20K +451 +4%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$565K -$157K -3,550 -22%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$560K – – –
MCM
97
Morton Capital Management
California
$559K – – –
JWCA
98
J.W. Cole Advisors
Florida
$555K -$48K -1,084 -8%
CCM
99
Chilton Capital Management
Texas
$545K -$19.3K -435 -3%
EWM
100
Endowment Wealth Management
Wisconsin
$542K -$58.6K -1,322 -10%
2 3
4
5 6