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Global X MLP ETF

216 hedge funds and large institutions have $846M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more call options, than puts

Call options by funds: $882K | Put options by funds: $550K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 208216 (+8)

1% more capital invested

Capital invested by funds: $836M → $846M (+$9.72M)

4.92% less ownership

Funds ownership: 57.74%52.82% (-4.9%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
85
Reduced
58
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
151
Sound View Wealth Advisors Group
Georgia
$251K
HWA
152
Heartwood Wealth Advisors
Virginia
$249K
AMBIA
153
Allen Mooney & Barnes Investment Advisors
Georgia
$238K
CSIA
154
Charles Schwab Investment Advisory
California
$238K -$18.5K -400 -8%
SFM
155
Signet Financial Management
New Jersey
$236K +$646 +14 +0.3%
FA
156
FF Advisors
California
$231K
PCA
157
Prosperity Capital Advisors
Ohio
$223K +$214K +4,628 New
NS
158
NBC Securities
Alabama
$222K -$1.48K -32 -0.7%
AWM
159
AE Wealth Management
Kansas
$218K -$1.18M -25,542 -85%
OIA
160
OneDigital Investment Advisors
Kansas
$217K +$208K +4,500 New
GA
161
Greenspring Advisors
Maryland
$212K +$203K +4,400 New
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$203K +$194K +4,208 New
SCP
163
Stevens Capital Partners
Nebraska
$201K -$74.3K -1,610 -28%
APA
164
Astoria Portfolio Advisors
New York
$201K -$12.1K -262 -6%
PRI
165
Prepared Retirement Institute
Pennsylvania
$200K +$192K +4,149 New
PS
166
Principal Securities
Iowa
$200K +$89.5K +1,938 +88%
TCM
167
Tradewinds Capital Management
Washington
$181K +$173K +3,751 New
FHA
168
First Horizon Advisors
Tennessee
$173K +$5.03K +109 +3%
William Blair & Company
169
William Blair & Company
Illinois
$168K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$141K +$69.8K +1,511 +107%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$128K -$323 -7 -0.3%
BWL
172
Bogart Wealth LLC
Virginia
$99.7K
FWP
173
FAS Wealth Partners
Kansas
$96.2K +$1.75K +38 +2%
GJIA
174
Glass Jacobson Investment Advisors
Maryland
$68.5K -$23.3K -504 -26%
MWM
175
MGB Wealth Management
Texas
$64.1K

MLPA Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2024, worth a combined $846M — up 1.2% from $836M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 23 closed out — a net gain of 9 holders — while 85 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 216 institutional investors held Global X MLP ETF (MLPA) as of Q1 2024, up from 208 in Q4 2023.
  • Funds reported $846M of Global X MLP ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.