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Global X MLP ETF

219 hedge funds and large institutions have $899M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

14% more capital invested

Capital invested by funds: $789M → $899M (+$110M)

7% more funds holding

Funds holding: 204219 (+15)

3.95% more ownership

Funds ownership: 50.06%54.01% (+3.9%)

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
2.88%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
91
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Austin Wealth Management
Texas
$355K -$31K -632 -9%
AAS
127
Avantax Advisory Services
Texas
$354K +$26K +529 +8%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$351K -$44K -897 -11%
CPIG
129
Chicago Partners Investment Group
Illinois
$341K +$332K +6,775 New
CB
130
Cadence Bank
Mississippi
$336K
GLA
131
Good Life Advisors
Pennsylvania
$333K -$439K -8,944 -57%
MFS
132
Mattson Financial Services
Michigan
$332K +$104K +2,125 +44%
ES
133
Eagle Strategies
New York
$331K -$2.8K -57 -0.8%
AAA
134
Adams Asset Advisors
Texas
$326K
CFGS
135
Concourse Financial Group Securities
Alabama
$304K +$64K +1,305 +30%
APA
136
Astoria Portfolio Advisors
New York
$302K +$7.9K +161 +3%
WCF
137
West Coast Financial
California
$298K
KDA
138
Kraft Davis & Associates
Missouri
$297K
IA
139
IFP Advisors
Florida
$296K -$19.7K -401 -6%
NL
140
NWAM LLC
Washington
$292K -$29.4K -600 -9%
JIP
141
Jaffetilchin Investment Partners
Florida
$285K -$1.47K -30 -0.5%
ACA
142
Atlas Capital Advisors
Wyoming
$284K
HWP
143
Hibernia Wealth Partners
Louisiana
$282K -$280K -5,709 -50%
OL
144
Owen LaRue
Kentucky
$279K +$2.4K +49 +0.9%
CP
145
Clarendon Private
Massachusetts
$259K +$257K +5,233 New
HWA
146
Heartwood Wealth Advisors
Virginia
$255K
SP
147
SWS Partners
Ohio
$249K -$426K -8,680 -63%
KFGK
148
Keystone Financial Group (Kentucky)
Kentucky
$245K -$4.56K -93 -2%
CW
149
CreativeOne Wealth
Kansas
$244K -$16.8K -343 -6%
FA
150
FF Advisors
California
$241K

MLPA Hedge Fund Activity: Q4 2024 in Review

219 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2024, worth a combined $899M — up 14% from $789M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Gradient Investments, cutting an estimated $12.4M.

  • 219 institutional investors held Global X MLP ETF (MLPA) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $899M of Global X MLP ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2024 and 12 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q4 2024 was Evergreen Capital Management, an estimated $24.5M added.
  • The largest Global X MLP ETF seller in Q4 2024 was Gradient Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.