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Global X MLP ETF

223 hedge funds and large institutions have $1,000M invested in Global X MLP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Austin Wealth Management
Texas
$269K
HWA
152
Heartwood Wealth Advisors
Virginia
$259K
CW
153
CreativeOne Wealth
Kansas
$252K
KFGK
154
Keystone Financial Group (Kentucky)
Kentucky
$248K
NL
155
NWAM LLC
Washington
$237K
LWMM
156
Legacy Wealth Management (Mississippi)
Mississippi
$236K
PMG
157
ProVise Management Group
Florida
$236K
GAM
158
Gotham Asset Management
New York
$232K
AW
159
Alteri Wealth
California
$231K
EAM
160
Everstar Asset Management
North Carolina
$229K
OIA
161
OneDigital Investment Advisors
Kansas
$226K
SP
162
SWS Partners
Ohio
$222K
KPWS
163
Kestra Private Wealth Services
Texas
$211K
FA
164
FF Advisors
California
$210K
AWA
165
Arete Wealth Advisors
Illinois
$205K
BFG
166
Berger Financial Group
Minnesota
$204K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$171K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$167K
GM
169
GeoWealth Management
Illinois
$126K
NS
170
NBC Securities
Alabama
$122K
BOJHT
171
Bank of Jackson Hole Trust
Wyoming
$113K
FWP
172
FAS Wealth Partners
Kansas
$110K
BWL
173
Bogart Wealth LLC
Virginia
$110K
AF
174
Advisornet Financial
Minnesota
$97.5K
ABWM
175
Alpine Bank Wealth Management
Colorado
$91.1K