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Global X MLP ETF
MLPA

Overview Fund Activity

183 hedge funds and large institutions have $747M invested in Global X MLP ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
20
Increased
72
Reduced
62
Closed
15
Calls
$716K
Puts
$208K
Net Calls
+$508K
Net Calls Change
+$71K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.39M
3
AWM
Affinity Wealth Management
Delaware
+$3.27M
4
AP
Arlington Partners
Alabama
+$1.87M
5
LPL Financial
LPL Financial
California
+$1.28M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$7.72M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.94M
3
BEC
Blue Edge Capital
Virginia
-$4.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.28M
5
GG
Golden Green
South Carolina
-$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
126
Jaffetilchin Investment Partners
Florida
$243K +$2.08K +50 +0.9%
VCM
127
Vivaldi Capital Management
Illinois
$240K -$1.87M -44,872 -89%
ACA
128
Atlas Capital Advisors
Wyoming
$239K +$20.8K +500 +10%
SVWAG
129
Sound View Wealth Advisors Group
Georgia
$233K +$16.6K +400 +8%
SMF
130
Sterling Manor Financial
New York
$225K – – –
SEI Investments
131
SEI Investments
Pennsylvania
$223K +$223K +5,364 New
WAM
132
Worth Asset Management
Texas
$221K -$2.3M -55,379 -91%
HWA
133
Heartwood Wealth Advisors
Virginia
$215K – – –
VAS
134
Vestmark Advisory Solutions
Massachusetts
$215K – – –
APA
135
Astoria Portfolio Advisors
New York
$211K +$211K +4,988 New
FA
136
Fermata Advisors
California
$207K -$57.4K -1,379 -22%
OCPWS
137
One Charles Private Wealth Services
Massachusetts
$202K +$202K +4,867 New
CT
138
Colonial Trust
South Carolina
$167K – – –
FIM
139
FWL Investment Management
Texas
$162K – – –
FHA
140
First Horizon Advisors
Tennessee
$105K +$1.83K +44 +2%
BWL
141
Bogart Wealth LLC
Virginia
$86K – – –
CFD
142
Creative Financial Designs
Indiana
$81.6K -$666 -16 -0.8%
FWP
143
FAS Wealth Partners
Kansas
$76.8K -$7.82K -188 -9%
AAS
144
Ameritas Advisory Services
Nebraska
$72.2K +$72.2K +1,712 New
Simplex Trading
145
Simplex Trading
Illinois
$58K +$58K +1,416 New
PTC
146
Private Trust Company
Ohio
$44.3K – – –
William Blair & Company
147
William Blair & Company
Illinois
$35.7K +$9.36K +225 +35%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$33.3K – – –
BWP
149
Baldwin Wealth Partners
Massachusetts
$31.2K – – –
RCM
150
Raleigh Capital Management
North Carolina
$30.5K +$250 +6 +0.8%
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6
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