We are live on ! Find out more
MLPA icon

Global X MLP ETF

216 hedge funds and large institutions have $846M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more call options, than puts

Call options by funds: $882K | Put options by funds: $550K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 208216 (+8)

1% more capital invested

Capital invested by funds: $836M → $846M (+$9.72M)

4.92% less ownership

Funds ownership: 57.74%52.82% (-4.9%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.11%
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
85
Reduced
58
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$1.14M +$64.6K +1,400 +6%
Lido Advisors
77
Lido Advisors
California
$1.1M -$42.4K -918 -4%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$1.08M +$442K +9,585 +75%
WA
79
WBH Advisory
Maryland
$1.08M +$512K +11,092 +99%
CFGS
80
Concourse Financial Group Securities
Alabama
$1.06M +$797K +17,272 +368%
CWM
81
Collaborative Wealth Management
Florida
$1.04M
HI
82
Harbour Investments
Wisconsin
$1.03M +$7.02K +152 +0.7%
AP
83
Americana Partners
Texas
$988K +$114K +2,465 +14%
Mariner
84
Mariner
Kansas
$931K -$31.7K -687 -3%
AFP
85
Ausdal Financial Partners
Iowa
$910K +$41.4K +896 +5%
SOS
86
Silver Oak Securities
Tennessee
$848K -$248K -5,363 -23%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$847K +$9.32K +202 +1%
AWM
88
Apollon Wealth Management
South Carolina
$832K +$1.62K +35 +0.2%
IC
89
Inscription Capital
Texas
$807K +$317K +6,875 +70%
FAIM
90
Financial Advocates Investment Management
Washington
$789K +$31.7K +686 +4%
Wealthfront Advisers
91
Wealthfront Advisers
California
$778K +$72.2K +1,565 +11%
SPC
92
Sigma Planning Corp
Michigan
$760K +$505K +10,941 +227%
LP
93
LGL Partners
Pennsylvania
$741K +$13.4K +291 +2%
AAS
94
Avantax Advisory Services
Texas
$738K -$182K -3,945 -20%
SP
95
SWS Partners
Ohio
$732K -$11.1K -240 -2%
FAM
96
Family Asset Management
South Carolina
$703K +$480K +10,404 +250%
CL
97
Choreo LLC
Illinois
$677K
LI
98
LVZ Inc
Michigan
$656K -$184K -3,985 -23%
HWM
99
HB Wealth Management
Georgia
$647K
KAS
100
Kestra Advisory Services
Texas
$640K +$246K +5,335 +67%

MLPA Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2024, worth a combined $846M — up 1.2% from $836M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 23 closed out — a net gain of 9 holders — while 85 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 216 institutional investors held Global X MLP ETF (MLPA) as of Q1 2024, up from 208 in Q4 2023.
  • Funds reported $846M of Global X MLP ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.