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Global X MLP ETF
MLPA

Overview Fund Activity

227 hedge funds and large institutions have $1.05B invested in Global X MLP ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
29
Increased
79
Reduced
72
Closed
17
Calls
$527K
Puts
$5K
Net Calls
+$522K
Net Calls Change
+$522K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22M
2
JIP
Jaffetilchin Investment Partners
Florida
+$11.7M
3
DFG
Demars Financial Group
Washington
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.6M
5
LPL Financial
LPL Financial
California
+$6.47M

Top Sellers

1
HFS
Horizon Financial Services
North Carolina
-$2.17M
2
Creative Planning
Creative Planning
Kansas
-$1.9M
3
PWA
Principia Wealth Advisory
Texas
-$1.61M
4
BEC
Blue Edge Capital
Virginia
-$1.59M
5
ECM
Evergreen Capital Management
Washington
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
101
Owen LaRue
Kentucky
$729K +$428K +8,048 +143%
SA
102
SFI Advisors
New Jersey
$727K +$220K +4,124 +43%
HWM
103
HB Wealth Management
Georgia
$714K -$22.6K -425 -3%
TFCP
104
Twin Focus Capital Partners
Massachusetts
$712K – – –
CL
105
Choreo LLC
Illinois
$708K +$10.6K +200 +2%
Corient Private Wealth
106
Corient Private Wealth
Florida
$697K +$13.4K +252 +2%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$695K +$695K +13,050 New
PIWA
108
Prevail Innovative Wealth Advisors
Kansas
$685K +$685K +12,860 New
MCM
109
Morton Capital Management
California
$672K – – –
PS
110
Principal Securities
Iowa
$646K – – –
FA
111
Fermata Advisors
California
$629K +$3.94K +74 +0.6%
FF
112
Friedenthal Financial
New Jersey
$612K -$16.8K -316 -3%
CCM
113
Chilton Capital Management
Texas
$596K – – –
USCWA
114
U.S. Capital Wealth Advisors
Texas
$594K +$366K +6,875 +161%
EWM
115
Endowment Wealth Management
Wisconsin
$577K +$15.3K +287 +3%
CFP
116
Comprehensive Financial Planning
Pennsylvania
$572K -$4.63K -87 -0.8%
WPW
117
Watershed Private Wealth
Illinois
$542K – – –
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$524K -$291K -5,468 -36%
VVP
119
Venture Visionary Partners
Ohio
$523K +$106 +2 +0%
NGA
120
Naples Global Advisors
Florida
$522K -$12.3K -232 -2%
LA
121
Lifeworks Advisors
Michigan
$518K – – –
APA
122
Astoria Portfolio Advisors
New York
$516K +$226K +4,524 +78%
WA
123
WBH Advisory
Maryland
$491K -$16K -300 -3%
CWM
124
CCG Wealth Management
California
$474K – – –
DWT
125
Dorsey & Whitney Trust
South Dakota
$471K -$36.9K -693 -7%
3 4
5
6 7