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Global X MLP ETF
MLPA

Overview Fund Activity

182 hedge funds and large institutions have $696M invested in Global X MLP ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
69
Reduced
56
Closed
20
Calls
$54K
Puts
$263K
Net Calls
-$209K
Net Calls Change
-$755K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$118M
3
Comerica Bank
3
Comerica Bank
Texas
$2.46M
4
Wells Fargo
4
Wells Fargo
California
$29.1M
5
Cerity Partners
5
Cerity Partners
New York
$1.4M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Creative Planning
2
Creative Planning
Kansas
$95.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.1M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$1.07M
5
AP
5
Arlington Partners
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
151
Sound Income Strategies
Florida
$33.6K +$33.6K +753 New
BWP
152
Baldwin Wealth Partners
Massachusetts
$33.4K – – –
PA
153
PSI Advisors
Florida
$31.7K -$2.01K -45 -6%
CB
154
Community Bank
New York
$30.3K – – –
DJSG
155
D.J. St. Germain
Massachusetts
$29.9K – – –
RCM
156
Raleigh Capital Management
North Carolina
$29.7K -$1.74K -39 -6%
Citigroup
157
Citigroup
New York
$26.7K +$24.1K +541 +933%
HGERS
158
Householder Group Estate & Retirement Specialist
Arizona
$25.4K +$25.4K +569 New
CAL
159
Capital Advisors Ltd
Ohio
$25K – – –
Fidelity Investments
160
Fidelity Investments
Massachusetts
$24.4K +$17.2K +385 +236%
AWM
161
Atticus Wealth Management
Florida
$23.2K -$1.74K -39 -7%
TWM
162
Tradition Wealth Management
Minnesota
$22K +$8.8K +200 +67%
Simplex Trading
163
Simplex Trading
Illinois
$22K +$22K +504 New
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.2K – – –
AA
165
Ancora Advisors
Ohio
$13.4K – – –
MWM
166
Mascoma Wealth Management
New Hampshire
$13K – – –
PA
167
Parallel Advisors
California
$10.5K +$8.83K +198 +535%
HCM
168
Hollencrest Capital Management
California
$9.59K – – –
CTC
169
Central Trust Company
Missouri
$7.05K +$7.05K +158 New
WIM
170
Westside Investment Management
California
$7.05K – – –
FFA
171
Founders Financial Alliance
North Carolina
$6.69K -$8.92K -200 -57%
ACA
172
Aptus Capital Advisors
Alabama
$6.69K +$2.14K +48 +47%
CAS
173
Coppell Advisory Solutions
Texas
$6.57K – – –
LFA
174
LGT Financial Advisors
Texas
$6.51K +$6.51K +146 New
FFA
175
Farther Finance Advisors
California
$6.15K – – –
5 6
7
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