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Global X MLP ETF

220 hedge funds and large institutions have $998M invested in Global X MLP ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HB Wealth Management
Georgia
$673K
TFCP
102
Twin Focus Capital Partners
Massachusetts
$672K
Corient Private Wealth
103
Corient Private Wealth
Florida
$654K
KF
104
Krilogy Financial
Missouri
$646K
DFG
105
Demars Financial Group
Washington
$639K
MCM
106
Morton Capital Management
California
$634K
SA
107
SFI Advisors
New Jersey
$631K
FFWM
108
Future Financial Wealth Management
Ohio
$629K
WWM
109
Whalen Wealth Management
Nevada
$612K
EWM
110
Endowment Wealth Management
Wisconsin
$598K
CFP
111
Comprehensive Financial Planning
Pennsylvania
$581K
AC
112
Attessa Capital
Arizona
$579K
FF
113
Friedenthal Financial
New Jersey
$569K
CCM
114
Chilton Capital Management
Texas
$562K
WWA
115
WCG Wealth Advisors
Nevada
$553K
USCWA
116
U.S. Capital Wealth Advisors
Texas
$541K
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$523K
Truist Financial
118
Truist Financial
North Carolina
$515K
AAS
119
Asset Allocation Strategies
Michigan
$500K
VVP
120
Venture Visionary Partners
Ohio
$499K
IC
121
Inscription Capital
Texas
$495K
NGA
122
Naples Global Advisors
Florida
$489K
LA
123
Lifeworks Advisors
Michigan
$488K
CWM
124
CCG Wealth Management
California
$447K
DWT
125
Dorsey & Whitney Trust
South Dakota
$444K