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Global X MLP ETF
MLPA

Overview Fund Activity

181 hedge funds and large institutions have $2.3B invested in Global X MLP ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
32
Increased
74
Reduced
46
Closed
13
Calls
$491K
Puts
$54K
Net Calls
+$437K
Net Calls Change
-$68K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.56B
2
Deutsche Bank
2
Deutsche Bank
Germany
$18.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38M
4
RJA
4
Raymond James & Associates
Florida
$18.1M
5
AWM
5
Affinity Wealth Management
Delaware
$8.06M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$4.96M
2
LPL Financial
2
LPL Financial
California
$17.4M
3
Ameriprise
3
Ameriprise
Minnesota
$1.98M
4
Millennium Management
4
Millennium Management
New York
$1.22M
5
Creative Planning
5
Creative Planning
Kansas
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
101
Wealthfront Advisers
California
$444K +$82.4K +1,995 +23%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$439K +$18.8K +456 +4%
WPW
103
Watershed Private Wealth
Illinois
$439K +$439K +10,643 New
SAMC
104
Spectrum Asset Management (California)
California
$426K – – –
VVP
105
Venture Visionary Partners
Ohio
$380K -$5.95K -144 -2%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$368K -$52.5K -1,274 -12%
SS
107
Sunbelt Securities
Texas
$347K – – –
FHA
108
Flagship Harbor Advisors
Massachusetts
$341K -$61.9K -1,500 -15%
AFP
109
Ausdal Financial Partners
Iowa
$339K +$54.6K +1,322 +19%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$320K +$320K +7,760 New
GRP
111
Global Retirement Partners
California
$318K -$31.5K -762 -9%
SCP
112
Stevens Capital Partners
Nebraska
$318K +$318K +7,704 New
MFG
113
Magnus Financial Group
New York
$307K +$54.9K +1,329 +22%
SWP
114
Stratos Wealth Partners
Ohio
$299K +$37.2K +902 +14%
FA
115
FDx Advisors
Illinois
$298K -$359K -8,719 -55%
ES
116
Eagle Strategies
New York
$296K +$296K +7,175 New
PA
117
PSI Advisors
Florida
$296K -$2.81K -68 -0.9%
CSIA
118
Charles Schwab Investment Advisory
California
$293K -$63.3K -1,532 -18%
DWT
119
Dorsey & Whitney Trust
South Dakota
$292K +$63.5K +1,873 +28%
PPW
120
Pasadena Private Wealth
California
$289K -$206 -5 -0.1%
MFA
121
Morling Financial Advisors
California
$274K +$4.91K +119 +2%
AAA
122
Adams Asset Advisors
Texas
$272K – – –
SFM
123
Signet Financial Management
New Jersey
$268K -$3.68K -89 -1%
FA
124
Fermata Advisors
California
$262K +$262K +6,344 New
SPC
125
Sigma Planning Corp
Michigan
$253K +$253K +6,134 New
3 4
5
6 7