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Global X MLP ETF

219 hedge funds and large institutions have $899M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

14% more capital invested

Capital invested by funds: $789M → $899M (+$110M)

7% more funds holding

Funds holding: 204219 (+15)

3.95% more ownership

Funds ownership: 50.06%54.01% (+3.9%)

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
2.88%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
91
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$635K +$58.1K +1,185 +10%
MCM
102
Morton Capital Management
California
$624K
FF
103
Friedenthal Financial
New Jersey
$584K -$12.1K -247 -2%
FA
104
Fermata Advisors
California
$580K +$3.83K +78 +0.7%
CCM
105
Chilton Capital Management
Texas
$554K -$13.7K -279 -2%
CA
106
CoreCap Advisors
Michigan
$547K +$499K +10,178 +1,153%
LI
107
LVZ Inc
Michigan
$538K +$11.4K +232 +2%
CFP
108
Comprehensive Financial Planning
Pennsylvania
$536K +$532K +10,838 New
EWM
109
Endowment Wealth Management
Wisconsin
$522K +$11.1K +226 +2%
WPW
110
Watershed Private Wealth
Illinois
$503K
IAA
111
Independent Advisor Alliance
North Carolina
$501K +$498K +10,149 New
NGA
112
Naples Global Advisors
Florida
$496K -$8.69K -177 -2%
VVP
113
Venture Visionary Partners
Ohio
$486K +$98 +2 +0%
LA
114
Lifeworks Advisors
Michigan
$481K
DWT
115
Dorsey & Whitney Trust
South Dakota
$471K +$4.81K +98 +1%
SA
116
SFI Advisors
New Jersey
$471K -$1.91K -39 -0.4%
WA
117
WBH Advisory
Maryland
$470K -$15.7K -319 -3%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$461K
CWM
119
CCG Wealth Management
California
$440K -$982K -20,014 -69%
MAG
120
M3 Advisory Group
Massachusetts
$424K
P
121
&Partners
Tennessee
$414K +$131K +2,665 +48%
BPWM
122
Badgley Phelps Wealth Managers
Washington
$387K -$25K -510 -6%
WAM
123
Worth Asset Management
Texas
$374K +$371K +7,564 New
MA
124
MONECO Advisors
Connecticut
$373K +$14.3K +291 +4%
SAMC
125
Spectrum Asset Management (California)
California
$367K +$6.53K +133 +2%

MLPA Hedge Fund Activity: Q4 2024 in Review

219 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2024, worth a combined $899M — up 14% from $789M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Gradient Investments, cutting an estimated $12.4M.

  • 219 institutional investors held Global X MLP ETF (MLPA) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $899M of Global X MLP ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2024 and 12 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q4 2024 was Evergreen Capital Management, an estimated $24.5M added.
  • The largest Global X MLP ETF seller in Q4 2024 was Gradient Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.