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Global X MLP ETF

204 hedge funds and large institutions have $789M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

5% less capital invested

Capital invested by funds: $829M → $789M (-$40.2M)

1.98% less ownership

Funds ownership: 52.04%50.06% (-2%)

5% less funds holding

Funds holding: 215204 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
83
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$307K +$54.1K +1,126 +21%
Truist Financial
127
Truist Financial
North Carolina
$301K -$528K -10,999 -64%
NW
128
Naviter Wealth
Arkansas
$298K +$64.5K +1,344 +28%
EAM
129
Evanson Asset Management
California
$297K
WCF
130
West Coast Financial
California
$289K
JIP
131
Jaffetilchin Investment Partners
Florida
$278K -$96 -2 -0%
ACA
132
Atlas Capital Advisors
Wyoming
$276K
APA
133
Astoria Portfolio Advisors
New York
$275K -$2.5K -52 -0.9%
KDA
134
Kraft Davis & Associates
Missouri
$269K
P
135
&Partners
Tennessee
$268K +$268K +5,589 New
OL
136
Owen LaRue
Kentucky
$268K +$2.5K +52 +0.9%
CW
137
CreativeOne Wealth
Kansas
$254K +$48.1K +1,001 +23%
HWA
138
Heartwood Wealth Advisors
Virginia
$248K
KFGK
139
Keystone Financial Group (Kentucky)
Kentucky
$242K +$242K +5,048 New
LCGC
140
Legacy Capital Group California
California
$236K -$8.07K -168 -3%
MFS
141
Mattson Financial Services
Michigan
$232K
FA
142
FF Advisors
California
$232K
GM
143
GeoWealth Management
Illinois
$229K +$62.7K +1,305 +38%
Empower Advisory Group
144
Empower Advisory Group
Colorado
$222K -$4.8K -100 -2%
LMKC
145
L.M. Kohn & Company
Ohio
$218K
SFM
146
Signet Financial Management
New Jersey
$218K -$15.4K -321 -7%
OIA
147
OneDigital Investment Advisors
Kansas
$216K
CFGS
148
Concourse Financial Group Securities
Alabama
$212K -$14.1K -293 -6%
SCP
149
Stevens Capital Partners
Nebraska
$207K +$3.22K +67 +2%
USCWA
150
U.S. Capital Wealth Advisors
Texas
$205K -$960 -20 -0.5%

MLPA Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2024, worth a combined $789M — down 4.8% from $829M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPA and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $23M sold.

  • 204 institutional investors held Global X MLP ETF (MLPA) as of Q3 2024, down from 215 in Q2 2024.
  • Funds reported $789M of Global X MLP ETF stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new Global X MLP ETF positions in Q3 2024 and 26 closed out, a net change of -10 holders.
  • The largest Global X MLP ETF buyer in Q3 2024 was Morgan Stanley, an estimated $6.66M added.
  • The largest Global X MLP ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.