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Global X MLP ETF
MLPA

Overview Fund Activity

214 hedge funds and large institutions have $843M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
84
Reduced
57
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M
2
UBS Group
UBS Group
Switzerland
+$9.61M
3
LPL Financial
LPL Financial
California
+$6.71M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.35M
5
MML Investors Services
MML Investors Services
Massachusetts
+$4.28M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$113M
2
ECM
Evergreen Capital Management
Washington
-$22.1M
3
AssetMark Inc
AssetMark Inc
California
-$7.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.65M
5
Creative Planning
Creative Planning
Kansas
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$1.08M +$462K +9,585 +75%
WA
77
WBH Advisory
Maryland
$1.08M +$535K +11,092 +99%
CFGS
78
Concourse Financial Group Securities
Alabama
$1.06M +$833K +17,272 +368%
CWM
79
Collaborative Wealth Management
Florida
$1.04M – – –
HI
80
Harbour Investments
Wisconsin
$1.03M +$7.33K +152 +0.7%
AP
81
Americana Partners
Texas
$988K +$119K +2,465 +14%
Mariner
82
Mariner
Kansas
$931K -$33.1K -687 -3%
AFP
83
Ausdal Financial Partners
Iowa
$910K +$43.2K +896 +5%
SOS
84
Silver Oak Securities
Tennessee
$848K -$259K -5,363 -23%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$847K +$9.74K +202 +1%
AWM
86
Apollon Wealth Management
South Carolina
$832K +$1.69K +35 +0.2%
IC
87
Inscription Capital
Texas
$807K +$332K +6,875 +70%
FAIM
88
Financial Advocates Investment Management
Washington
$789K +$33.1K +686 +4%
Wealthfront Advisers
89
Wealthfront Advisers
California
$778K +$75.5K +1,565 +11%
SPC
90
Sigma Planning Corp
Michigan
$760K +$528K +10,941 +227%
LP
91
LGL Partners
Pennsylvania
$741K +$14K +291 +2%
AAS
92
Avantax Advisory Services
Texas
$738K -$190K -3,945 -20%
SP
93
SWS Partners
Ohio
$732K -$11.6K -240 -2%
FAM
94
Family Asset Management
South Carolina
$703K +$502K +10,404 +250%
CL
95
Choreo LLC
Illinois
$677K – – –
LI
96
LVZ Inc
Michigan
$656K -$192K -3,985 -23%
HWM
97
HB Wealth Management
Georgia
$647K – – –
KAS
98
Kestra Advisory Services
Texas
$640K +$257K +5,335 +67%
Corient Private Wealth
99
Corient Private Wealth
Florida
$631K +$6.08K +126 +1%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$610K – – –
2 3
4
5 6