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Global X MLP ETF
MLPA

Overview Fund Activity

181 hedge funds and large institutions have $2.3B invested in Global X MLP ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
32
Increased
74
Reduced
46
Closed
13
Calls
$491K
Puts
$54K
Net Calls
+$437K
Net Calls Change
-$68K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.56B
2
Deutsche Bank
Deutsche Bank
Germany
$18.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38M
4
RJA
Raymond James & Associates
Florida
$18.1M
5
AWM
Affinity Wealth Management
Delaware
$8.06M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
$4.96M
2
LPL Financial
LPL Financial
California
$17.4M
3
Ameriprise
Ameriprise
Minnesota
$1.98M
4
Millennium Management
Millennium Management
New York
$1.22M
5
Creative Planning
Creative Planning
Kansas
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$253K +$8.67K +210 +4%
JIP
127
Jaffetilchin Investment Partners
Florida
$239K +$1.86K +45 +0.8%
SVWAG
128
Sound View Wealth Advisors Group
Georgia
$230K +$230K +5,200 New
SMF
129
Sterling Manor Financial
New York
$223K – – –
ACA
130
Atlas Capital Advisors
Wyoming
$217K – – –
HWA
131
Heartwood Wealth Advisors
Virginia
$213K – – –
VAS
132
Vestmark Advisory Solutions
Massachusetts
$213K +$213K +5,165 New
KFGK
133
Keystone Financial Group (Kentucky)
Kentucky
$210K -$4.21K -102 -2%
KF
134
Krilogy Financial
Missouri
$203K +$203K +4,910 New
USCWA
135
U.S. Capital Wealth Advisors
Texas
$175K -$35.6K -861 -17%
CT
136
Colonial Trust
South Carolina
$162K +$162K +4,000 New
FIM
137
FWL Investment Management
Texas
$161K +$161K +3,895 New
RCC
138
Red Cedar Capital
Nebraska
$122K – – –
FHA
139
First Horizon Advisors
Tennessee
$102K -$454 -11 -0.4%
BWL
140
Bogart Wealth LLC
Virginia
$85.3K – – –
FWP
141
FAS Wealth Partners
Kansas
$83.9K +$1.49K +36 +2%
CFD
142
Creative Financial Designs
Indiana
$81.6K -$6.94K -168 -8%
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$79.4K +$79.4K +1,924 New
ACA
144
Aptus Capital Advisors
Alabama
$55.3K +$49.5K +1,200 +857%
AWM
145
Accurate Wealth Management
Florida
$50.9K +$50.9K +1,202 New
PTC
146
Private Trust Company
Ohio
$44K – – –
First Manhattan
147
First Manhattan
New York
$43.3K +$43.3K +1,049 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$33K – – –
HSA
149
HBK Sorce Advisory
Pennsylvania
$31K +$15.5K +15,000 +100%
BWP
150
Baldwin Wealth Partners
Massachusetts
$31K – – –
4 5
6
7 8