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Global X MLP ETF
MLPA

Overview Fund Activity

214 hedge funds and large institutions have $843M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
3.1%
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
84
Reduced
57
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M
2
UBS Group
UBS Group
Switzerland
+$9.61M
3
LPL Financial
LPL Financial
California
+$6.71M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.35M
5
MML Investors Services
MML Investors Services
Massachusetts
+$4.28M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$113M
2
ECM
Evergreen Capital Management
Washington
-$22.1M
3
AssetMark Inc
AssetMark Inc
California
-$7.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.65M
5
Creative Planning
Creative Planning
Kansas
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMBIA
151
Allen Mooney & Barnes Investment Advisors
Georgia
$238K – – –
CSIA
152
Charles Schwab Investment Advisory
California
$238K -$19.3K -400 -8%
SFM
153
Signet Financial Management
New Jersey
$236K +$675 +14 +0.3%
FA
154
FF Advisors
California
$231K – – –
PCA
155
Prosperity Capital Advisors
Ohio
$223K +$223K +4,628 New
NS
156
NBC Securities
Alabama
$222K -$1.54K -32 -0.7%
AWM
157
AE Wealth Management
Kansas
$218K -$1.23M -25,542 -85%
OIA
158
OneDigital Investment Advisors
Kansas
$217K +$217K +4,500 New
GA
159
Greenspring Advisors
Maryland
$212K +$212K +4,400 New
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$203K +$203K +4,208 New
SCP
161
Stevens Capital Partners
Nebraska
$201K -$77.6K -1,610 -28%
APA
162
Astoria Portfolio Advisors
New York
$201K -$12.2K -262 -6%
PRI
163
Prepared Retirement Institute
Pennsylvania
$200K +$200K +4,149 New
PS
164
Principal Securities
Iowa
$200K +$93.5K +1,938 +88%
TCM
165
Tradewinds Capital Management
Washington
$181K +$181K +3,751 New
FHA
166
First Horizon Advisors
Tennessee
$173K +$5.26K +109 +3%
William Blair & Company
167
William Blair & Company
Illinois
$168K – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$141K +$72.8K +1,511 +107%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$128K -$338 -7 -0.3%
BWL
170
Bogart Wealth LLC
Virginia
$99.7K – – –
FWP
171
FAS Wealth Partners
Kansas
$96.2K +$1.83K +38 +2%
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$68.5K -$24.3K -504 -26%
MWM
173
MGB Wealth Management
Texas
$64.1K – – –
MA
174
Montag & Associates
Georgia
$59.6K – – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$55.9K +$15.2K +316 +37%
5 6
7
8 9