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Global X MLP ETF

216 hedge funds and large institutions have $846M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more call options, than puts

Call options by funds: $882K | Put options by funds: $550K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 208216 (+8)

1% more capital invested

Capital invested by funds: $836M → $846M (+$9.72M)

4.92% less ownership

Funds ownership: 57.74%52.82% (-4.9%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
85
Reduced
58
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
MONECO Advisors
Connecticut
$354K +$29.5K +640 +10%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$345K -$4.75K -103 -1%
SAMC
128
Spectrum Asset Management (California)
California
$339K
AWM
129
Austin Wealth Management
Texas
$336K +$19.2K +416 +6%
CB
130
Cadence Bank
Mississippi
$327K
SS
131
Sunbelt Securities
Texas
$321K -$17.2K -373 -5%
AAA
132
Adams Asset Advisors
Texas
$318K
Northern Trust
133
Northern Trust
Illinois
$306K
BSW
134
Buckingham Strategic Wealth
Missouri
$304K
EAM
135
Evanson Asset Management
California
$298K
FIM
136
Freedom Investment Management
Connecticut
$292K +$279K +6,054 New
WCF
137
West Coast Financial
California
$291K
OL
138
Owen LaRue
Kentucky
$289K -$253K -5,487 -48%
Wolverine Trading
139
Wolverine Trading
Illinois
$285K +$273K +5,904 New
LCGC
140
Legacy Capital Group California
California
$283K -$197K -4,259 -42%
ACA
141
Atlas Capital Advisors
Wyoming
$277K
HWP
142
Hibernia Wealth Partners
Louisiana
$274K +$508 +11 +0.2%
MFG
143
Magnus Financial Group
New York
$274K +$262K +5,686 New
JIP
144
Jaffetilchin Investment Partners
Florida
$274K -$10.8K -233 -4%
KFGK
145
Keystone Financial Group (Kentucky)
Kentucky
$270K +$17.4K +378 +7%
KDA
146
Kraft Davis & Associates
Missouri
$266K
DWT
147
Dorsey & Whitney Trust
South Dakota
$261K +$2.45K +53 +1%
GM
148
GeoWealth Management
Illinois
$260K +$80.4K +1,742 +48%
LNC
149
Lincoln National Corp
Pennsylvania
$256K +$245K +5,308 New
IA
150
IFP Advisors
Florida
$254K

MLPA Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2024, worth a combined $846M — up 1.2% from $836M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 23 closed out — a net gain of 9 holders — while 85 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 216 institutional investors held Global X MLP ETF (MLPA) as of Q1 2024, up from 208 in Q4 2023.
  • Funds reported $846M of Global X MLP ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.