MLPA icon

Global X MLP ETF
MLPA

Overview Fund Activity

182 hedge funds and large institutions have $696M invested in Global X MLP ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
69
Reduced
56
Closed
20
Calls
$54K
Puts
$263K
Net Calls
-$209K
Net Calls Change
-$755K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$118M
3
Comerica Bank
3
Comerica Bank
Texas
$2.46M
4
Wells Fargo
4
Wells Fargo
California
$29.1M
5
Cerity Partners
5
Cerity Partners
New York
$1.4M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Creative Planning
2
Creative Planning
Kansas
$95.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.1M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$1.07M
5
AP
5
Arlington Partners
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
101
Watershed Private Wealth
Illinois
$454K 10,187 -456 -4%
BPWM
102
Badgley Phelps Wealth Managers
Washington
$441K 9,892 -120 -1%
IC
103
Inscription Capital
Texas
$440K 9,858 – –
VVP
104
Venture Visionary Partners
Ohio
$438K 9,816 +6 +0.1%
WC
105
Waterloo Capital
Texas
$388K 8,709 +543 +7%
FHA
106
Flagship Harbor Advisors
Massachusetts
$367K 8,226 +2 +0%
PCA
107
Prosperity Capital Advisors
Ohio
$356K 7,987 +7,987 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$342K 7,667 +171 +2%
SWM
109
Spire Wealth Management
Virginia
$339K 7,597 +169 +2%
SAMC
110
Spectrum Asset Management (California)
California
$331K 7,415 +73 +1%
FA
111
Fermata Advisors
California
$323K 7,247 +7,247 New
SS
112
Sunbelt Securities
Texas
$316K 7,079 – –
CB
113
Cadence Bank
Mississippi
$303K 6,791 – –
AAA
114
Adams Asset Advisors
Texas
$294K 6,599 – –
AWM
115
Austin Wealth Management
Texas
$291K 6,446 +6,446 New
Northern Trust
116
Northern Trust
Illinois
$283K 6,341 +6,341 New
EAM
117
Evanson Asset Management
California
$276K 6,185 +6,185 New
SC
118
Sykon Capital
New York
$265K 5,942 +5,942 New
JIP
119
Jaffetilchin Investment Partners
Florida
$263K 5,899 +10 +0.2%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$257K 5,753 -407 -7%
ACA
121
Atlas Capital Advisors
Wyoming
$256K 5,744 – –
SCP
122
Stevens Capital Partners
Nebraska
$254K 5,692 -1,071 -16%
CSIA
123
Charles Schwab Investment Advisory
California
$251K 5,627 -94 -2%
HWP
124
Hibernia Wealth Partners
Louisiana
$248K 5,569 +5,569 New
KDA
125
Kraft Davis & Associates
Missouri
$246K 5,668 +5,668 New
3 4
5
6 7