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Global X MLP ETF

215 hedge funds and large institutions have $829M invested in Global X MLP ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $480K | Put options by funds: $78K

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 216215 (-1)

0.77% less ownership

Funds ownership: 52.82%52.04% (-0.77%)

2% less capital invested

Capital invested by funds: $846M → $829M (-$16.7M)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
75
Reduced
62
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
FF
101
Friedenthal Financial
New Jersey
$573K -$31K -653 -5%
CCM
102
Chilton Capital Management
Texas
$556K -$10.7K -225 -2%
PS
103
Principal Securities
Iowa
$554K +$346K +7,289 +176%
HWP
104
Hibernia Wealth Partners
Louisiana
$553K +$271K +5,710 +100%
EH
105
Equitable Holdings
New York
$544K +$65.6K +1,381 +14%
EWM
106
Endowment Wealth Management
Wisconsin
$537K -$18.3K -385 -3%
FA
107
Fermata Advisors
California
$506K +$102K +2,157 +26%
WA
108
WBH Advisory
Maryland
$500K -$570K -12,004 -54%
AAS
109
Avantax Advisory Services
Texas
$496K -$241K -5,071 -33%
NGA
110
Naples Global Advisors
Florida
$496K -$14.3K -300 -3%
WPW
111
Watershed Private Wealth
Illinois
$494K
VVP
112
Venture Visionary Partners
Ohio
$476K
LA
113
Lifeworks Advisors
Michigan
$472K -$18.5K -389 -4%
DWT
114
Dorsey & Whitney Trust
South Dakota
$449K +$183K +3,847 +71%
WC
115
Waterloo Capital
Texas
$426K +$570 +12 +0.1%
MAG
116
M3 Advisory Group
Massachusetts
$416K +$408K +8,580 New
BPWM
117
Badgley Phelps Wealth Managers
Washington
$415K -$13K -273 -3%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$401K +$53.5K +1,125 +16%
STAS
119
Strong Tower Advisory Services
Minnesota
$365K +$358K +7,531 New
CA
120
CoreCap Advisors
Michigan
$363K +$313K +6,587 +733%
AWM
121
Austin Wealth Management
Texas
$353K +$4.61K +97 +1%
SAMC
122
Spectrum Asset Management (California)
California
$347K +$6.22K +131 +2%
MA
123
MONECO Advisors
Connecticut
$339K -$16.3K -342 -5%
CB
124
Cadence Bank
Mississippi
$329K
ES
125
Eagle Strategies
New York
$326K +$319K +6,719 New

MLPA Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2024, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLPA positions and 30 closed out — a net gain of 1 holder — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $22.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $20.9M sold.

  • 215 institutional investors held Global X MLP ETF (MLPA) as of Q2 2024, down from 216 in Q1 2024.
  • Funds reported $829M of Global X MLP ETF stock for Q2 2024, down 2% quarter-over-quarter.
  • 31 funds opened new Global X MLP ETF positions in Q2 2024 and 30 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2024 was Evergreen Capital Management, an estimated $22.6M added.
  • The largest Global X MLP ETF seller in Q2 2024 was McGowan Group Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2024.