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Global X MLP ETF
MLPA

Overview Fund Activity

177 hedge funds and large institutions have $715M invested in Global X MLP ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
58
Reduced
60
Closed
23
Calls
$889K
Puts
$343K
Net Calls
+$546K
Net Calls Change
+$38K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$40.5M
2
BEC
Blue Edge Capital
Virginia
$4.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.18M
4
AC
AlphaCore Capital
California
$1.52M
5
WAM
Worth Asset Management
Texas
$1.54M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$109M
2
AWM
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.2M
5
GA
Greenspring Advisors
Maryland
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$244K -$691K -16,086 -74%
CCM
127
Crabel Capital Management
California
$236K +$236K +5,487 New
VAS
128
Vestmark Advisory Solutions
Massachusetts
$235K +$13.6K +317 +6%
GA
129
Greenspring Advisors
Maryland
$231K -$5.88M -136,914 -96%
KFGK
130
Keystone Financial Group (Kentucky)
Kentucky
$223K +$223K +5,204 New
HWA
131
Heartwood Wealth Advisors
Virginia
$222K – – –
ES
132
Eagle Strategies
New York
$216K -$102K -2,374 -32%
OCPWS
133
One Charles Private Wealth Services
Massachusetts
$209K – – –
CT
134
Colonial Trust
South Carolina
$170K – – –
William Blair & Company
135
William Blair & Company
Illinois
$112K +$75.3K +1,753 +204%
FHA
136
First Horizon Advisors
Tennessee
$110K +$2.23K +52 +2%
BWL
137
Bogart Wealth LLC
Virginia
$88.7K – – –
GJIA
138
Glass Jacobson Investment Advisors
Maryland
$82.6K +$82.6K +1,924 New
FWP
139
FAS Wealth Partners
Kansas
$80.8K +$1.63K +38 +2%
CFD
140
Creative Financial Designs
Indiana
$62.5K -$21.7K -505 -26%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$56.2K +$21.9K +510 +64%
PTC
142
Private Trust Company
Ohio
$45.8K – – –
VAG
143
VisionPoint Advisory Group
Texas
$36.5K +$36.5K +851 New
PA
144
PSI Advisors
Florida
$32.5K -$473K -11,015 -94%
BWP
145
Baldwin Wealth Partners
Massachusetts
$32.2K – – –
RCM
146
Raleigh Capital Management
North Carolina
$30.2K -$1.25K -29 -4%
CIAS
147
Capital Investment Advisory Services
North Carolina
$29.6K – – –
CB
148
Community Bank
New York
$29.2K – – –
DJSG
149
D.J. St. Germain
Massachusetts
$28.8K +$28.8K +671 New
BWM
150
BerganKDV Wealth Management
Minnesota
$24.1K +$24.1K +562 New
4 5
6
7 8