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Global X MLP ETF
MLPA

Overview Fund Activity

206 hedge funds and large institutions have $834M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
58
Closed
11
Calls
$323K
Puts
$284K
Net Calls
+$39K
Net Calls Change
+$248K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
GI
2
Gradient Investments
Minnesota
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$33.9M
4
MAM
4
Madison Asset Management
Wisconsin
$4.69M
5
UBS Group
5
UBS Group
Switzerland
$49.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22K
2
Creative Planning
2
Creative Planning
Kansas
$91.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.1M
5
WAM
5
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
Astoria Portfolio Advisors
New York
$208K +$208K +4,570 New
NS
152
NBC Securities
Alabama
$205K -$13.7K -311 -6%
FAM
153
Family Asset Management
South Carolina
$185K -$22.5K -507 -11%
GM
154
GeoWealth Management
Illinois
$162K -$3.78K -85 -2%
FHA
155
First Horizon Advisors
Tennessee
$154K +$38.6K +871 +33%
William Blair & Company
156
William Blair & Company
Illinois
$154K +$5.41K +122 +4%
CFD
157
Creative Financial Designs
Indiana
$120K +$56.2K +1,268 +87%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$118K +$76.9K +1,735 +187%
PS
159
Principal Securities
Iowa
$97.5K +$97.5K +2,200 New
BWL
160
Bogart Wealth LLC
Virginia
$91.6K – – –
FWP
161
FAS Wealth Partners
Kansas
$86.7K +$1.68K +38 +2%
GJIA
162
Glass Jacobson Investment Advisors
Maryland
$85.2K – – –
LA
163
LM Advisors
California
$85K +$85K +1,919 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$62.3K +$38.1K +859 +157%
MWM
165
MGB Wealth Management
Texas
$58.9K +$58.9K +1,330 New
MA
166
Montag & Associates
Georgia
$54.8K +$54.8K +1,236 New
FIM
167
FWL Investment Management
Texas
$47.8K -$44.3K -1,000 -48%
PTC
168
Private Trust Company
Ohio
$47.2K – – –
Simplex Trading
169
Simplex Trading
Illinois
$40K +$18K +411 +82%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$37.3K -$1.77K -40 -5%
BWP
171
Baldwin Wealth Partners
Massachusetts
$33.2K – – –
PA
172
PSI Advisors
Florida
$31.5K – – –
Belvedere Trading
173
Belvedere Trading
Illinois
$31.3K +$31.3K +707 New
CB
174
Community Bank
New York
$30.1K – – –
RCM
175
Raleigh Capital Management
North Carolina
$30K +$576 +13 +2%
5 6
7
8 9