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Global X MLP ETF
MLPA

Overview Fund Activity

213 hedge funds and large institutions have $827M invested in Global X MLP ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
75
Reduced
60
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$23M
2
Morgan Stanley
Morgan Stanley
New York
+$13.3M
3
GI
Gradient Investments
Minnesota
+$4.7M
4
Wells Fargo
Wells Fargo
California
+$4.18M
5
TPA
Trivium Point Advisory
Connecticut
+$2.68M

Top Sellers

1
MGAM
McGowan Group Asset Management
Texas
-$20.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.1M
3
Deutsche Bank
Deutsche Bank
Germany
-$16.8M
4
MML Investors Services
MML Investors Services
Massachusetts
-$5.14M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMKC
151
L.M. Kohn & Company
Ohio
$220K +$220K +4,545 New
OIA
152
OneDigital Investment Advisors
Kansas
$218K – – –
USCWA
153
U.S. Capital Wealth Advisors
Texas
$208K -$405K -8,348 -66%
CW
154
CreativeOne Wealth
Kansas
$208K +$208K +4,284 New
MPCA
155
Madison Park Capital Advisors
Washington
$208K +$208K +4,286 New
SCP
156
Stevens Capital Partners
Nebraska
$206K +$3.06K +63 +2%
Prudential Financial
157
Prudential Financial
New Jersey
$202K -$1.4M -28,803 -87%
PRI
158
Prepared Retirement Institute
Pennsylvania
$201K – – –
FHA
159
First Horizon Advisors
Tennessee
$176K +$1.6K +33 +0.9%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$170K +$28.8K +594 +20%
GM
161
GeoWealth Management
Illinois
$168K -$92.9K -1,916 -36%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$128K -$534 -11 -0.4%
BWL
163
Bogart Wealth LLC
Virginia
$100K – – –
FWP
164
FAS Wealth Partners
Kansas
$98.6K +$1.84K +38 +2%
CFD
165
Creative Financial Designs
Indiana
$92.1K +$81.7K +1,684 +787%
CA
166
Centerpoint Advisors
Massachusetts
$73K +$73K +1,500 New
MWM
167
MGB Wealth Management
Texas
$65.1K – – –
TWP
168
Triad Wealth Partners
Kansas
$63.3K +$63.3K +1,306 New
MA
169
Montag & Associates
Georgia
$59.9K – – –
HNB
170
Huntington National Bank
Ohio
$58.2K – – –
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$56K -$12.9K -266 -19%
FIM
172
FWL Investment Management
Texas
$55.9K +$8.97K +185 +19%
PTC
173
Private Trust Company
Ohio
$51.7K – – –
BFA
174
Brown Financial Advisors
Ohio
$42.8K +$42.8K +882 New
BHWM
175
Beaird Harris Wealth Management
Texas
$39.8K +$39.8K +821 New
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7
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