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Global X MLP ETF

215 hedge funds and large institutions have $829M 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, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $480K | Put options by funds: $78K

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 216215 (-1)

0.77% less ownership

Funds ownership: 52.82%52.04% (-0.77%)

2% less capital invested

Capital invested by funds: $846M → $829M (-$16.7M)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
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
62
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$224K +$219K +4,618 New
NS
152
NBC Securities
Alabama
$223K
LMKC
153
L.M. Kohn & Company
Ohio
$220K +$216K +4,545 New
OIA
154
OneDigital Investment Advisors
Kansas
$218K
USCWA
155
U.S. Capital Wealth Advisors
Texas
$208K -$397K -8,348 -66%
CW
156
CreativeOne Wealth
Kansas
$208K +$204K +4,284 New
MPCA
157
Madison Park Capital Advisors
Washington
$208K +$204K +4,286 New
SCP
158
Stevens Capital Partners
Nebraska
$206K +$2.99K +63 +2%
Prudential Financial
159
Prudential Financial
New Jersey
$202K -$1.37M -28,803 -87%
PRI
160
Prepared Retirement Institute
Pennsylvania
$201K
FHA
161
First Horizon Advisors
Tennessee
$176K +$1.57K +33 +0.9%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$170K +$28.2K +594 +20%
GM
163
GeoWealth Management
Illinois
$168K -$91K -1,916 -36%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$128K -$523 -11 -0.4%
BWL
165
Bogart Wealth LLC
Virginia
$100K
FWP
166
FAS Wealth Partners
Kansas
$98.6K +$1.81K +38 +2%
CFD
167
Creative Financial Designs
Indiana
$92.1K +$80K +1,684 +787%
CA
168
Centerpoint Advisors
Massachusetts
$73K +$71.3K +1,500 New
MWM
169
MGB Wealth Management
Texas
$65.1K
TWP
170
Triad Wealth Partners
Kansas
$63.3K +$62.1K +1,306 New
MA
171
Montag & Associates
Georgia
$59.9K
HNB
172
Huntington National Bank
Ohio
$58.2K
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$56K -$12.6K -266 -19%
FIM
174
FWL Investment Management
Texas
$55.9K +$8.79K +185 +19%
PTC
175
Private Trust Company
Ohio
$51.7K

MLPA Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2024, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLPA positions and 30 closed out — a net gain of 1 holder — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $22.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $20.9M sold.

  • 215 institutional investors held Global X MLP ETF (MLPA) as of Q2 2024, down from 216 in Q1 2024.
  • Funds reported $829M of Global X MLP ETF stock for Q2 2024, down 2% quarter-over-quarter.
  • 31 funds opened new Global X MLP ETF positions in Q2 2024 and 30 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2024 was Evergreen Capital Management, an estimated $22.6M added.
  • The largest Global X MLP ETF seller in Q2 2024 was McGowan Group Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2024.