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Global X MLP ETF

216 hedge funds and large institutions have $846M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more call options, than puts

Call options by funds: $882K | Put options by funds: $550K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 208216 (+8)

1% more capital invested

Capital invested by funds: $836M → $846M (+$9.72M)

4.92% less ownership

Funds ownership: 57.74%52.82% (-4.9%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.11%
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
85
Reduced
58
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$631K +$5.82K +126 +1%
USCWA
102
U.S. Capital Wealth Advisors
Texas
$610K
MCM
103
Morton Capital Management
California
$609K
FF
104
Friedenthal Financial
New Jersey
$601K -$31.9K -692 -5%
JWCA
105
J.W. Cole Advisors
Florida
$594K -$10.4K -226 -2%
CCM
106
Chilton Capital Management
Texas
$564K -$28K -607 -5%
EWM
107
Endowment Wealth Management
Wisconsin
$552K -$36.4K -789 -6%
WAG
108
Wiser Advisor Group
Arizona
$523K +$115K +2,493 +30%
NGA
109
Naples Global Advisors
Florida
$507K -$2.08K -45 -0.4%
GRP
110
Global Retirement Partners
California
$501K -$405K -8,773 -46%
WPW
111
Watershed Private Wealth
Illinois
$491K
LA
112
Lifeworks Advisors
Michigan
$488K -$10.8K -235 -2%
BSG
113
Black Swift Group
Colorado
$479K +$458K +9,930 New
EH
114
Equitable Holdings
New York
$474K +$84K +1,819 +23%
SPIA
115
Steward Partners Investment Advisory
New York
$474K -$27K -584 -6%
VVP
116
Venture Visionary Partners
Ohio
$474K +$138 +3 +0%
CA
117
Claro Advisors
Massachusetts
$441K +$423K +9,155 New
TFCP
118
Twin Focus Capital Partners
Massachusetts
$438K -$269K -5,832 -39%
BPWM
119
Badgley Phelps Wealth Managers
Washington
$426K -$22.7K -492 -5%
WC
120
Waterloo Capital
Texas
$423K
FA
121
Fermata Advisors
California
$399K +$69.9K +1,514 +22%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$396K +$379K +8,202 New
SWM
123
Spire Wealth Management
Virginia
$385K +$8.13K +176 +2%
SWA
124
Stratos Wealth Advisors
Ohio
$373K +$357K +7,731 New
Citadel Advisors
125
Citadel Advisors
Florida
$370K +$354K +7,672 New

MLPA Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2024, worth a combined $846M — up 1.2% from $836M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 23 closed out — a net gain of 9 holders — while 85 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 216 institutional investors held Global X MLP ETF (MLPA) as of Q1 2024, up from 208 in Q4 2023.
  • Funds reported $846M of Global X MLP ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.