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Global X MLP ETF

220 hedge funds and large institutions have $998M invested in Global X MLP ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 62 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 ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
220
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
CW
151
CreativeOne Wealth
Kansas
$252K
KFGK
152
Keystone Financial Group (Kentucky)
Kentucky
$248K
NL
153
NWAM LLC
Washington
$237K
LWMM
154
Legacy Wealth Management (Mississippi)
Mississippi
$236K
PMG
155
ProVise Management Group
Florida
$236K
GAM
156
Gotham Asset Management
New York
$232K
AW
157
Alteri Wealth
California
$231K
EAM
158
Everstar Asset Management
North Carolina
$229K
OIA
159
OneDigital Investment Advisors
Kansas
$226K
SP
160
SWS Partners
Ohio
$222K
KPWS
161
Kestra Private Wealth Services
Texas
$211K
FA
162
FF Advisors
California
$210K
AWA
163
Arete Wealth Advisors
Illinois
$205K
BFG
164
Berger Financial Group
Minnesota
$204K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$171K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$167K
GM
167
GeoWealth Management
Illinois
$126K
NS
168
NBC Securities
Alabama
$122K
BOJHT
169
Bank of Jackson Hole Trust
Wyoming
$113K
FWP
170
FAS Wealth Partners
Kansas
$110K
BWL
171
Bogart Wealth LLC
Virginia
$110K
AF
172
Advisornet Financial
Minnesota
$97.5K
ABWM
173
Alpine Bank Wealth Management
Colorado
$91.1K
MCM
174
MAI Capital Management
Ohio
$88.7K
AAS
175
Ameritas Advisory Services
Nebraska
$87.6K