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Global X MLP ETF

204 hedge funds and large institutions have $789M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

5% less capital invested

Capital invested by funds: $829M → $789M (-$40.2M)

1.98% less ownership

Funds ownership: 52.04%50.06% (-2%)

5% less funds holding

Funds holding: 215204 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
83
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
101
Hibernia Wealth Partners
Louisiana
$548K +$1.1K +23 +0.2%
LI
102
LVZ Inc
Michigan
$511K -$100K -2,090 -16%
EWM
103
Endowment Wealth Management
Wisconsin
$496K -$35.5K -739 -7%
NGA
104
Naples Global Advisors
Florida
$490K
WPW
105
Watershed Private Wealth
Illinois
$489K
WA
106
WBH Advisory
Maryland
$472K -$22.7K -473 -5%
VVP
107
Venture Visionary Partners
Ohio
$471K +$192 +4 +0%
LA
108
Lifeworks Advisors
Michigan
$467K
SA
109
SFI Advisors
New Jersey
$459K +$459K +9,569 New
AWA
110
Arete Wealth Advisors
Illinois
$454K -$139K -2,898 -23%
DWT
111
Dorsey & Whitney Trust
South Dakota
$453K +$8.93K +186 +2%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$448K +$448K +9,340 New
MAG
113
M3 Advisory Group
Massachusetts
$412K
Jones Financial Companies
114
Jones Financial Companies
Missouri
$404K +$186K +3,865 +84%
BPWM
115
Badgley Phelps Wealth Managers
Washington
$400K -$9.84K -205 -2%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$385K -$13.7K -285 -3%
AWM
117
Austin Wealth Management
Texas
$357K +$5.23K +109 +2%
SAMC
118
Spectrum Asset Management (California)
California
$350K +$6.58K +137 +2%
MA
119
MONECO Advisors
Connecticut
$348K +$12.5K +261 +4%
EAM
120
Everstar Asset Management
North Carolina
$329K +$329K +6,855 New
CB
121
Cadence Bank
Mississippi
$326K
ES
122
Eagle Strategies
New York
$324K +$1.58K +33 +0.5%
AAS
123
Avantax Advisory Services
Texas
$318K -$173K -3,597 -35%
AAA
124
Adams Asset Advisors
Texas
$317K
NL
125
NWAM LLC
Washington
$312K +$313K +6,510 New

MLPA Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2024, worth a combined $789M — down 4.8% from $829M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPA and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $23M sold.

  • 204 institutional investors held Global X MLP ETF (MLPA) as of Q3 2024, down from 215 in Q2 2024.
  • Funds reported $789M of Global X MLP ETF stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new Global X MLP ETF positions in Q3 2024 and 26 closed out, a net change of -10 holders.
  • The largest Global X MLP ETF buyer in Q3 2024 was Morgan Stanley, an estimated $6.66M added.
  • The largest Global X MLP ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.