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Global X MLP ETF
MLPA

Overview Fund Activity

177 hedge funds and large institutions have $715M invested in Global X MLP ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
58
Reduced
60
Closed
23
Calls
$889K
Puts
$343K
Net Calls
+$546K
Net Calls Change
+$38K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$40.5M
2
BEC
Blue Edge Capital
Virginia
$4.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.18M
4
AC
AlphaCore Capital
California
$1.52M
5
WAM
Worth Asset Management
Texas
$1.54M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$109M
2
AWM
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.2M
5
GA
Greenspring Advisors
Maryland
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Atticus Wealth Management
Florida
$24K -$172 -4 -0.7%
CAL
152
Capital Advisors Ltd
Ohio
$24K – – –
SIC
153
Salem Investment Counselors
North Carolina
$24K – – –
BCMLT
154
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.2K – – –
IA
155
IFP Advisors
Florida
$17.2K – – –
FFA
156
Founders Financial Alliance
North Carolina
$15K – – –
TWM
157
Tradition Wealth Management
Minnesota
$13K – – –
AA
158
Ancora Advisors
Ohio
$12.9K -$9.83K -229 -43%
MWM
159
Mascoma Wealth Management
New Hampshire
$12.5K – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$9.75K +$9.75K +227 New
HCM
161
Hollencrest Capital Management
California
$9.23K – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$7K +$2.06K +48 +42%
CAS
163
Coppell Advisory Solutions
Texas
$6.79K +$6.79K +159 New
WIM
164
Westside Investment Management
California
$6.78K – – –
FFA
165
Farther Finance Advisors
California
$5.92K – – –
CA
166
Clearstead Advisors
Ohio
$5.88K – – –
HR
167
Howe & Rusling
New York
$5.58K +$5.58K +130 New
ACA
168
Aptus Capital Advisors
Alabama
$4.38K -$1.63K -38 -27%
Citigroup
169
Citigroup
New York
$2.49K -$343 -8 -12%
GWS
170
Glassman Wealth Services
Virginia
$2.23K +$2.23K +52 New
SPIA
171
Steward Partners Investment Advisory
New York
$2.15K +$2.15K +50 New
PA
172
Parallel Advisors
California
$1.59K – – –
VWM
173
Venturi Wealth Management
Texas
$1.33K – – –
US Bancorp
174
US Bancorp
Minnesota
$987 – – –
NMG
175
New Millennium Group
Utah
$56 – – –
4 5 6
7
8