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Global X MLP ETF
MLPA

Overview Fund Activity

217 hedge funds and large institutions have $896M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.89%
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
90
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$24.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
CM
3
Columbus Macro
Pennsylvania
$12.4M
4
Wells Fargo
4
Wells Fargo
California
$50.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.3M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$20.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.53M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.32M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
CWM
5
CCG Wealth Management
California
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
101
Friedenthal Financial
New Jersey
$584K -$12.2K -247 -2%
FA
102
Fermata Advisors
California
$580K +$3.85K +78 +0.7%
CCM
103
Chilton Capital Management
Texas
$554K -$13.8K -279 -2%
CA
104
CoreCap Advisors
Michigan
$547K +$503K +10,178 +1,153%
LI
105
LVZ Inc
Michigan
$538K +$11.5K +232 +2%
CFP
106
Comprehensive Financial Planning
Pennsylvania
$536K +$536K +10,838 New
EWM
107
Endowment Wealth Management
Wisconsin
$522K +$11.2K +226 +2%
WPW
108
Watershed Private Wealth
Illinois
$503K – – –
IAA
109
Independent Advisor Alliance
North Carolina
$501K +$501K +10,149 New
NGA
110
Naples Global Advisors
Florida
$496K -$8.75K -177 -2%
VVP
111
Venture Visionary Partners
Ohio
$486K +$99 +2 +0%
LA
112
Lifeworks Advisors
Michigan
$481K – – –
DWT
113
Dorsey & Whitney Trust
South Dakota
$471K +$4.84K +98 +1%
SA
114
SFI Advisors
New Jersey
$471K -$1.93K -39 -0.4%
WA
115
WBH Advisory
Maryland
$470K -$15.8K -319 -3%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$461K – – –
CWM
117
CCG Wealth Management
California
$440K -$989K -20,014 -69%
MAG
118
M3 Advisory Group
Massachusetts
$424K – – –
P
119
&Partners
Tennessee
$414K +$134K +2,665 +48%
BPWM
120
Badgley Phelps Wealth Managers
Washington
$387K -$25.2K -510 -6%
WAM
121
Worth Asset Management
Texas
$374K +$374K +7,564 New
MA
122
MONECO Advisors
Connecticut
$373K +$14.4K +291 +4%
SAMC
123
Spectrum Asset Management (California)
California
$367K +$6.57K +133 +2%
AWM
124
Austin Wealth Management
Texas
$355K -$33.5K -632 -9%
AAS
125
Avantax Advisory Services
Texas
$354K +$26.1K +529 +8%
3 4
5
6 7