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Global X MLP ETF

204 hedge funds and large institutions have $789M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

5% less capital invested

Capital invested by funds: $829M → $789M (-$40.2M)

1.98% less ownership

Funds ownership: 52.04%50.06% (-2%)

5% less funds holding

Funds holding: 215204 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
83
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$179K +$4.8K +100 +3%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$167K -$1.92K -40 -1%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$160K +$33.6K +700 +26%
SPIA
154
Steward Partners Investment Advisory
New York
$123K -$102K -2,118 -45%
FWP
155
FAS Wealth Partners
Kansas
$99.5K +$1.92K +40 +2%
BWL
156
Bogart Wealth LLC
Virginia
$99.2K
CFD
157
Creative Financial Designs
Indiana
$93.5K +$2.45K +51 +3%
WSFS
158
Wilmington Savings Fund Society
Delaware
$79.9K +$80K +1,666 New
CA
159
Centerpoint Advisors
Massachusetts
$72K
AAM
160
Advisors Asset Management
Colorado
$65.2K +$65.2K +1,358 New
MWM
161
MGB Wealth Management
Texas
$63.8K
MA
162
Montag & Associates
Georgia
$59.3K
HC
163
Hara Capital
Washington
$59K +$59.1K +1,230 New
PTC
164
Private Trust Company
Ohio
$56.7K +$5.57K +116 +11%
FIM
165
FWL Investment Management
Texas
$56.3K +$1.01K +21 +2%
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$55.4K
CAL
167
Capital Advisors Ltd
Ohio
$52K +$25.2K +524 +94%
CA
168
CoreCap Advisors
Michigan
$42.4K -$317K -6,603 -88%
PW
169
Paladin Wealth
Minnesota
$39.6K +$39.7K +826 New
BHWM
170
Beaird Harris Wealth Management
Texas
$39.4K
CA
171
Continuum Advisory
Idaho
$36.7K
BWP
172
Baldwin Wealth Partners
Massachusetts
$36K
PA
173
PSI Advisors
Florida
$34.2K
CB
174
Community Bank
New York
$32.6K
DJSG
175
D.J. St. Germain
Massachusetts
$32.2K

MLPA Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2024, worth a combined $789M — down 4.8% from $829M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPA and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $23M sold.

  • 204 institutional investors held Global X MLP ETF (MLPA) as of Q3 2024, down from 215 in Q2 2024.
  • Funds reported $789M of Global X MLP ETF stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new Global X MLP ETF positions in Q3 2024 and 26 closed out, a net change of -10 holders.
  • The largest Global X MLP ETF buyer in Q3 2024 was Morgan Stanley, an estimated $6.66M added.
  • The largest Global X MLP ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.