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Global X MLP ETF
MLPA

Overview Fund Activity

177 hedge funds and large institutions have $715M invested in Global X MLP ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
58
Reduced
60
Closed
23
Calls
$889K
Puts
$343K
Net Calls
+$546K
Net Calls Change
+$38K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$40.5M
2
BEC
Blue Edge Capital
Virginia
$4.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.18M
4
AC
AlphaCore Capital
California
$1.52M
5
WAM
Worth Asset Management
Texas
$1.54M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$109M
2
AWM
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.2M
5
GA
Greenspring Advisors
Maryland
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
176
Financial Gravity Asset Management
Texas
$16 – – –
AWM
177
Affinity Wealth Management
Delaware
– -$11.4M -273,947 Closed
CI
178
Cavalier Investments
Georgia
– -$1.45M -34,810 Closed
SWA
179
Stratos Wealth Advisors
Ohio
– -$890K -21,400 Closed
PAS
180
Park Avenue Securities
New York
– -$765K -18,396 Closed
CF
181
Centaurus Financial
California
– -$484K -11,624 Closed
MFG
182
Magnus Financial Group
New York
– -$367K -8,811 Closed
CMI
183
Clare Market Investments
Texas
– -$319K -7,663 Closed
Millennium Management
184
Millennium Management
New York
– -$280K -6,741 Closed
JPMPWA
185
J.P. Morgan Private Wealth Advisors
California
– -$250K -6,020 Closed
VCM
186
Vivaldi Capital Management
Illinois
– -$240K -5,781 Closed
SVWAG
187
Sound View Wealth Advisors Group
Georgia
– -$233K -5,600 Closed
SMF
188
Sterling Manor Financial
New York
– -$225K -5,400 Closed
FA
189
Fermata Advisors
California
– -$207K -4,965 Closed
FIM
190
FWL Investment Management
Texas
– -$162K -3,895 Closed
AAS
191
Ameritas Advisory Services
Nebraska
– -$72.2K -1,712 Closed
Simplex Trading
192
Simplex Trading
Illinois
– -$58K -1,416 Closed
BAM
193
Belpointe Asset Management
Nevada
– -$13.6K -328 Closed
TRCT
194
Tower Research Capital (TRC)
New York
– -$9K -213 Closed
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
– -$4.16K -100 Closed
FA
196
Fortis Advisors
Pennsylvania
– -$3.45K -83 Closed
BlackRock
197
BlackRock
New York
– -$1.96K -47 Closed
HI
198
Harbour Investments
Wisconsin
– -$791 -19 Closed
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