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Global X MLP ETF
MLPA

Overview Fund Activity

214 hedge funds and large institutions have $843M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
84
Reduced
57
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M
2
UBS Group
UBS Group
Switzerland
+$9.61M
3
LPL Financial
LPL Financial
California
+$6.71M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.35M
5
MML Investors Services
MML Investors Services
Massachusetts
+$4.28M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$113M
2
ECM
Evergreen Capital Management
Washington
-$22.1M
3
AssetMark Inc
AssetMark Inc
California
-$7.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.65M
5
Creative Planning
Creative Planning
Kansas
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
Morton Capital Management
California
$609K – – –
FF
102
Friedenthal Financial
New Jersey
$601K -$33.4K -692 -5%
JWCA
103
J.W. Cole Advisors
Florida
$594K -$10.9K -226 -2%
CCM
104
Chilton Capital Management
Texas
$564K -$29.3K -607 -5%
EWM
105
Endowment Wealth Management
Wisconsin
$552K -$38K -789 -6%
WAG
106
Wiser Advisor Group
Arizona
$523K +$121K +2,493 +30%
NGA
107
Naples Global Advisors
Florida
$507K -$2.17K -45 -0.4%
GRP
108
Global Retirement Partners
California
$501K -$423K -8,773 -46%
WPW
109
Watershed Private Wealth
Illinois
$491K – – –
LA
110
Lifeworks Advisors
Michigan
$488K -$11.3K -235 -2%
BSG
111
Black Swift Group
Colorado
$479K +$479K +9,930 New
EH
112
Equitable Holdings
New York
$474K +$87.7K +1,819 +23%
SPIA
113
Steward Partners Investment Advisory
New York
$474K -$28.2K -584 -6%
VVP
114
Venture Visionary Partners
Ohio
$474K +$145 +3 +0%
CA
115
Claro Advisors
Massachusetts
$441K +$441K +9,155 New
TFCP
116
Twin Focus Capital Partners
Massachusetts
$438K -$281K -5,832 -39%
BPWM
117
Badgley Phelps Wealth Managers
Washington
$426K -$23.7K -492 -5%
WC
118
Waterloo Capital
Texas
$423K – – –
FA
119
Fermata Advisors
California
$399K +$73K +1,514 +22%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$396K +$396K +8,202 New
SWM
121
Spire Wealth Management
Virginia
$385K +$8.49K +176 +2%
SWA
122
Stratos Wealth Advisors
Ohio
$373K +$373K +7,731 New
Citadel Advisors
123
Citadel Advisors
Florida
$370K +$370K +7,672 New
MA
124
MONECO Advisors
Connecticut
$354K +$30.9K +640 +10%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$345K -$4.97K -103 -1%
3 4
5
6 7