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Global X MLP ETF
MLPA

Overview Fund Activity

206 hedge funds and large institutions have $834M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
58
Closed
11
Calls
$323K
Puts
$284K
Net Calls
+$39K
Net Calls Change
+$248K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
GI
2
Gradient Investments
Minnesota
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$33.9M
4
MAM
4
Madison Asset Management
Wisconsin
$4.69M
5
UBS Group
5
UBS Group
Switzerland
$49.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22K
2
Creative Planning
2
Creative Planning
Kansas
$91.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.1M
5
WAM
5
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
101
Atomi Financial Group
New York
$511K -$139K -3,128 -21%
OL
102
Owen LaRue
Kentucky
$508K -$419K -9,451 -45%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$498K -$8.59K -194 -2%
WA
104
WBH Advisory
Maryland
$497K -$86.5K -1,953 -15%
NGA
105
Naples Global Advisors
Florida
$468K -$5.89K -133 -1%
SPIA
106
Steward Partners Investment Advisory
New York
$461K +$459K +10,364 +20,728%
LA
107
Lifeworks Advisors
Michigan
$459K – – –
WPW
108
Watershed Private Wealth
Illinois
$451K – – –
LCGC
109
Legacy Capital Group California
California
$448K +$448K +10,118 New
IC
110
Inscription Capital
Texas
$437K – – –
VVP
111
Venture Visionary Partners
Ohio
$435K +$133 +3 +0%
BPWM
112
Badgley Phelps Wealth Managers
Washington
$413K -$25.5K -575 -6%
WC
113
Waterloo Capital
Texas
$388K +$2.57K +58 +0.7%
WAG
114
Wiser Advisor Group
Arizona
$369K +$369K +8,329 New
EH
115
Equitable Holdings
New York
$355K +$355K +8,015 New
KAS
116
Kestra Advisory Services
Texas
$352K +$352K +7,936 New
SWM
117
Spire Wealth Management
Virginia
$345K +$9.47K +214 +3%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$321K -$18.2K -412 -5%
SS
119
Sunbelt Securities
Texas
$312K -$1.99K -45 -0.6%
SAMC
120
Spectrum Asset Management (California)
California
$311K -$17.5K -395 -5%
AWM
121
Austin Wealth Management
Texas
$309K +$12K +260 +4%
CB
122
Cadence Bank
Mississippi
$301K – – –
FA
123
Fermata Advisors
California
$299K -$21.7K -490 -7%
MA
124
MONECO Advisors
Connecticut
$297K +$297K +6,696 New
AAA
125
Adams Asset Advisors
Texas
$292K – – –
3 4
5
6 7