We are live on ! Find out more
MLPA icon

Global X MLP ETF

219 hedge funds and large institutions have $899M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

14% more capital invested

Capital invested by funds: $789M → $899M (+$110M)

7% more funds holding

Funds holding: 204219 (+15)

3.95% more ownership

Funds ownership: 50.06%54.01% (+3.9%)

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
2.88%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
91
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Everstar Asset Management
North Carolina
$240K -$98.1K -2,000 -29%
LMKC
152
L.M. Kohn & Company
Ohio
$239K +$14.7K +300 +7%
LWMM
153
Legacy Wealth Management (Mississippi)
Mississippi
$233K +$231K +4,706 New
Empower Advisory Group
154
Empower Advisory Group
Colorado
$228K
AWA
155
Arete Wealth Advisors
Illinois
$227K -$241K -4,909 -52%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$223K +$200K +4,068 +914%
OIA
157
OneDigital Investment Advisors
Kansas
$222K
GA
158
Greenspring Advisors
Maryland
$221K +$220K +4,478 New
SFM
159
Signet Financial Management
New Jersey
$221K -$3.09K -63 -1%
MAMG
160
Milestone Asset Management Group
Connecticut
$220K +$219K +4,462 New
PMG
161
ProVise Management Group
Florida
$218K +$217K +4,422 New
SCP
162
Stevens Capital Partners
Nebraska
$216K +$3.14K +64 +1%
USCWA
163
U.S. Capital Wealth Advisors
Texas
$211K
FIM
164
FWL Investment Management
Texas
$186K +$128K +2,600 +222%
GM
165
GeoWealth Management
Illinois
$166K -$69.7K -1,420 -30%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$161K -$4.56K -93 -3%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$129K -$42.5K -867 -25%
MCM
168
MAI Capital Management
Ohio
$126K +$125K +2,549 New
HC
169
Hara Capital
Washington
$122K +$60.4K +1,230 +100%
BOJHT
170
Bank of Jackson Hole Trust
Wyoming
$116K +$115K +2,351 New
FWP
171
FAS Wealth Partners
Kansas
$104K +$1.91K +39 +2%
BWL
172
Bogart Wealth LLC
Virginia
$104K +$1.91K +39 +2%
CFD
173
Creative Financial Designs
Indiana
$96K -$294 -6 -0.3%
WSFS
174
Wilmington Savings Fund Society
Delaware
$82.3K
CAL
175
Capital Advisors Ltd
Ohio
$82K +$28.8K +587 +54%

MLPA Hedge Fund Activity: Q4 2024 in Review

219 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2024, worth a combined $899M — up 14% from $789M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Gradient Investments, cutting an estimated $12.4M.

  • 219 institutional investors held Global X MLP ETF (MLPA) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $899M of Global X MLP ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2024 and 12 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q4 2024 was Evergreen Capital Management, an estimated $24.5M added.
  • The largest Global X MLP ETF seller in Q4 2024 was Gradient Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.