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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 %
WPW
101
Watershed Private Wealth
Illinois
$443K – – –
AFP
102
Ausdal Financial Partners
Iowa
$414K +$72.4K +1,741 +21%
VVP
103
Venture Visionary Partners
Ohio
$408K +$24.5K +589 +6%
MFG
104
Magnus Financial Group
New York
$367K +$57.4K +1,380 +19%
USCWA
105
U.S. Capital Wealth Advisors
Texas
$348K +$172K +4,129 +97%
WC
106
Waterloo Capital
Texas
$340K +$340K +8,166 New
Baird Financial Group
107
Baird Financial Group
Wisconsin
$327K +$4.16K +100 +1%
GRP
108
Global Retirement Partners
California
$320K +$2.14K +52 +0.7%
CMI
109
Clare Market Investments
Texas
$319K -$143K -3,441 -31%
FHA
110
Flagship Harbor Advisors
Massachusetts
$316K -$27K -650 -8%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$314K -$57K -1,371 -15%
SWP
112
Stratos Wealth Partners
Ohio
$309K +$8.4K +202 +3%
ES
113
Eagle Strategies
New York
$309K +$10K +241 +3%
SAMC
114
Spectrum Asset Management (California)
California
$305K -$124K -2,975 -29%
SWM
115
Spire Wealth Management
Virginia
$303K +$299K +7,176 +6,834%
FA
116
FDx Advisors
Illinois
$298K – – –
SS
117
Sunbelt Securities
Texas
$296K -$55.7K -1,333 -16%
CB
118
Cadence Bank
Mississippi
$283K +$283K +6,791 New
Millennium Management
119
Millennium Management
New York
$280K -$947K -22,809 -77%
SCP
120
Stevens Capital Partners
Nebraska
$276K -$44.1K -1,061 -14%
AAA
121
Adams Asset Advisors
Texas
$275K – – –
DWT
122
Dorsey & Whitney Trust
South Dakota
$271K -$87.1K -2,093 -24%
SFM
123
Signet Financial Management
New Jersey
$267K -$3K -72 -1%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$250K -$4.2K -101 -2%
CSIA
125
Charles Schwab Investment Advisory
California
$248K -$46.8K -1,126 -16%
3 4
5
6 7