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Global X MLP ETF
MLPA

Overview Fund Activity

177 hedge funds and large institutions have $715M invested in Global X MLP ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
58
Reduced
60
Closed
23
Calls
$889K
Puts
$343K
Net Calls
+$546K
Net Calls Change
+$38K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$40.5M
2
BEC
Blue Edge Capital
Virginia
$4.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.18M
4
AC
AlphaCore Capital
California
$1.52M
5
WAM
Worth Asset Management
Texas
$1.54M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$109M
2
AWM
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.2M
5
GA
Greenspring Advisors
Maryland
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
101
Naples Global Advisors
Florida
$442K -$73.5K -1,711 -14%
FAM
102
Family Asset Management
South Carolina
$436K -$592K -13,784 -58%
BPWM
103
Badgley Phelps Wealth Managers
Washington
$430K +$430K +10,012 New
IC
104
Inscription Capital
Texas
$423K -$1.67M -38,856 -80%
VVP
105
Venture Visionary Partners
Ohio
$421K +$258 +6 +0.1%
SWM
106
SFG Wealth Management
Maryland
$401K -$622K -14,494 -61%
GRP
107
Global Retirement Partners
California
$368K +$34.8K +811 +10%
FHA
108
Flagship Harbor Advisors
Massachusetts
$353K +$26.8K +624 +8%
WC
109
Waterloo Capital
Texas
$351K – – –
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$322K -$2.36K -55 -0.7%
SWM
111
Spire Wealth Management
Virginia
$319K +$6.31K +147 +2%
SAMC
112
Spectrum Asset Management (California)
California
$315K – – –
SS
113
Sunbelt Securities
Texas
$304K – – –
CB
114
Cadence Bank
Mississippi
$292K – – –
SCP
115
Stevens Capital Partners
Nebraska
$290K +$5.15K +120 +2%
AAA
116
Adams Asset Advisors
Texas
$283K – – –
DWT
117
Dorsey & Whitney Trust
South Dakota
$280K – – –
SFM
118
Signet Financial Management
New Jersey
$277K +$1.2K +28 +0.4%
MML Investors Services
119
MML Investors Services
Massachusetts
$266K -$1.65M -38,339 -86%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$264K -$73K -1,700 -22%
APA
121
Astoria Portfolio Advisors
New York
$263K +$44.4K +1,015 +20%
JIP
122
Jaffetilchin Investment Partners
Florida
$253K +$2.06K +48 +0.8%
Citadel Advisors
123
Citadel Advisors
Florida
$252K -$1.83M -42,588 -88%
ACA
124
Atlas Capital Advisors
Wyoming
$247K – – –
CSIA
125
Charles Schwab Investment Advisory
California
$246K -$10.2K -238 -4%
3 4
5
6 7