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Global X MLP ETF
MLPA

Overview Fund Activity

182 hedge funds and large institutions have $696M invested in Global X MLP ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
69
Reduced
56
Closed
20
Calls
$54K
Puts
$263K
Net Calls
-$209K
Net Calls Change
-$755K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$118M
3
Comerica Bank
3
Comerica Bank
Texas
$2.46M
4
Wells Fargo
4
Wells Fargo
California
$29.1M
5
Cerity Partners
5
Cerity Partners
New York
$1.4M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Creative Planning
2
Creative Planning
Kansas
$95.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.1M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$1.07M
5
AP
5
Arlington Partners
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
126
Greenspring Advisors
Maryland
$240K – – –
DWT
127
Dorsey & Whitney Trust
South Dakota
$239K -$51.3K -1,150 -18%
ES
128
Eagle Strategies
New York
$237K +$12.4K +279 +6%
IA
129
IFP Advisors
Florida
$235K +$217K +4,871 +1,215%
KFGK
130
Keystone Financial Group (Kentucky)
Kentucky
$233K +$446 +10 +0.2%
HWA
131
Heartwood Wealth Advisors
Virginia
$230K – – –
AMBIA
132
Allen Mooney & Barnes Investment Advisors
Georgia
$223K +$223K +5,000 New
NS
133
NBC Securities
Alabama
$221K +$221K +4,961 New
SFM
134
Signet Financial Management
New Jersey
$220K -$67.2K -1,506 -23%
OCPWS
135
One Charles Private Wealth Services
Massachusetts
$217K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$210K -$43.3K -971 -17%
FAM
137
Family Asset Management
South Carolina
$208K -$245K -5,492 -54%
OIA
138
OneDigital Investment Advisors
Kansas
$201K +$201K +4,500 New
GM
139
GeoWealth Management
Illinois
$166K +$166K +3,726 New
William Blair & Company
140
William Blair & Company
Illinois
$150K +$33.3K +746 +29%
FHA
141
First Horizon Advisors
Tennessee
$117K +$2.23K +50 +2%
FIM
142
FWL Investment Management
Texas
$92.7K +$92.7K +2,079 New
BWL
143
Bogart Wealth LLC
Virginia
$92.2K – – –
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$85.8K – – –
FWP
145
FAS Wealth Partners
Kansas
$85.6K +$1.65K +37 +2%
CFD
146
Creative Financial Designs
Indiana
$64.7K -$178 -4 -0.3%
GRP
147
Global Retirement Partners
California
$63.6K -$306K -7,101 -83%
PTC
148
Private Trust Company
Ohio
$47.5K – – –
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$41.3K -$17.1K -384 -29%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$39.4K +$29.3K +656 +289%
4 5
6
7 8