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Global X MLP ETF
MLPA

Overview Fund Activity

202 hedge funds and large institutions have $786M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.92%
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
81
Reduced
56
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
RJA
Raymond James & Associates
Florida
$22.3M
3
Bank of America
Bank of America
North Carolina
$54.6M
4
GI
Gradient Investments
Minnesota
$31.9M
5
AA
Advisory Alpha
Michigan
$1.82M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
$0
2
UBS Group
UBS Group
Switzerland
$46.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.7M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Ameriprise
Ameriprise
Minnesota
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Endowment Wealth Management
Wisconsin
$496K -$35.5K -739 -7%
NGA
102
Naples Global Advisors
Florida
$490K – – –
WPW
103
Watershed Private Wealth
Illinois
$489K – – –
WA
104
WBH Advisory
Maryland
$472K -$22.7K -473 -5%
VVP
105
Venture Visionary Partners
Ohio
$471K +$192 +4 +0%
LA
106
Lifeworks Advisors
Michigan
$467K – – –
SA
107
SFI Advisors
New Jersey
$459K +$459K +9,569 New
AWA
108
Arete Wealth Advisors
Illinois
$454K -$138K -2,898 -23%
DWT
109
Dorsey & Whitney Trust
South Dakota
$453K +$8.92K +186 +2%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$448K +$448K +9,340 New
MAG
111
M3 Advisory Group
Massachusetts
$412K – – –
Jones Financial Companies
112
Jones Financial Companies
Missouri
$404K +$184K +3,865 +84%
BPWM
113
Badgley Phelps Wealth Managers
Washington
$400K -$9.84K -205 -2%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$385K -$13.7K -285 -3%
AWM
115
Austin Wealth Management
Texas
$357K +$5.31K +109 +2%
SAMC
116
Spectrum Asset Management (California)
California
$350K +$6.57K +137 +2%
MA
117
MONECO Advisors
Connecticut
$348K +$12.5K +261 +4%
EAM
118
Everstar Asset Management
North Carolina
$329K +$329K +6,855 New
CB
119
Cadence Bank
Mississippi
$326K – – –
ES
120
Eagle Strategies
New York
$324K +$1.58K +33 +0.5%
AAS
121
Avantax Advisory Services
Texas
$318K -$173K -3,597 -35%
AAA
122
Adams Asset Advisors
Texas
$317K – – –
NL
123
NWAM LLC
Washington
$312K +$312K +6,510 New
IA
124
IFP Advisors
Florida
$307K +$54K +1,126 +21%
Truist Financial
125
Truist Financial
North Carolina
$301K -$528K -10,999 -64%
3 4
5
6 7