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Global X MLP ETF
MLPA

Overview Fund Activity

206 hedge funds and large institutions have $834M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
58
Closed
11
Calls
$323K
Puts
$284K
Net Calls
+$39K
Net Calls Change
+$248K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
GI
2
Gradient Investments
Minnesota
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$33.9M
4
MAM
4
Madison Asset Management
Wisconsin
$4.69M
5
UBS Group
5
UBS Group
Switzerland
$49.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22K
2
Creative Planning
2
Creative Planning
Kansas
$91.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.1M
5
WAM
5
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$284K -$80.9K -1,826 -22%
Northern Trust
127
Northern Trust
Illinois
$281K – – –
BSW
128
Buckingham Strategic Wealth
Missouri
$279K +$279K +6,300 New
EAM
129
Evanson Asset Management
California
$274K – – –
WCF
130
West Coast Financial
California
$267K +$267K +6,033 New
JIP
131
Jaffetilchin Investment Partners
Florida
$262K +$487 +11 +0.2%
KDA
132
Kraft Davis & Associates
Missouri
$261K – – –
ES
133
Eagle Strategies
New York
$260K +$24.1K +545 +10%
SCP
134
Stevens Capital Partners
Nebraska
$256K +$4.21K +95 +2%
ACA
135
Atlas Capital Advisors
Wyoming
$254K – – –
HWP
136
Hibernia Wealth Partners
Louisiana
$252K +$4.83K +109 +2%
AF
137
Apexium Financial
Texas
$238K +$238K +5,366 New
DWT
138
Dorsey & Whitney Trust
South Dakota
$237K -$532 -12 -0.2%
CSIA
139
Charles Schwab Investment Advisory
California
$236K -$13.2K -297 -5%
IA
140
IFP Advisors
Florida
$234K – – –
KFGK
141
Keystone Financial Group (Kentucky)
Kentucky
$231K +$310 +7 +0.1%
SVWAG
142
Sound View Wealth Advisors Group
Georgia
$230K +$230K +5,200 New
HWA
143
Heartwood Wealth Advisors
Virginia
$229K – – –
AMBIA
144
Allen Mooney & Barnes Investment Advisors
Georgia
$222K – – –
HC
145
Hara Capital
Washington
$221K +$221K +4,985 New
SFM
146
Signet Financial Management
New Jersey
$216K -$2.7K -61 -1%
OCPWS
147
One Charles Private Wealth Services
Massachusetts
$216K – – –
SPC
148
Sigma Planning Corp
Michigan
$213K -$384K -8,676 -64%
FA
149
FF Advisors
California
$212K +$212K +4,788 New
CFGS
150
Concourse Financial Group Securities
Alabama
$208K -$1.11K -25 -0.5%
4 5
6
7 8