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Global X MLP ETF
MLPA

Overview Fund Activity

182 hedge funds and large institutions have $696M invested in Global X MLP ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
69
Reduced
56
Closed
20
Calls
$54K
Puts
$263K
Net Calls
-$209K
Net Calls Change
-$755K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.73M
2
Morgan Stanley
Morgan Stanley
New York
$118M
3
Comerica Bank
Comerica Bank
Texas
$2.46M
4
Wells Fargo
Wells Fargo
California
$29.1M
5
Cerity Partners
Cerity Partners
New York
$1.4M

Top Sellers

1
BFS
Bard Financial Services
Connecticut
$0
2
Creative Planning
Creative Planning
Kansas
$95.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.1M
4
CAWM
Capital Advisors Wealth Management
Washington
$1.07M
5
AP
Arlington Partners
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
176
Howe & Rusling
New York
$5.8K – – –
FGA
177
Fortis Group Advisors
New Jersey
$4.15K +$4.15K +93 New
PFA
178
Pathway Financial Advisers
Indiana
$3.83K +$3.83K +86 New
SPIA
179
Steward Partners Investment Advisory
New York
$2.23K – – –
VWM
180
Venturi Wealth Management
Texas
$1.38K – – –
US Bancorp
181
US Bancorp
Minnesota
$1.03K – – –
TSWM
182
Tyler-Stone Wealth Management
Ohio
$1K +$1K +21 New
BFS
183
Bard Financial Services
Connecticut
– -$28.4M -661,906 Closed
AP
184
Arlington Partners
Alabama
– -$1.93M -45,000 Closed
AWA
185
Arete Wealth Advisors
Illinois
– -$1.77M -41,236 Closed
NW
186
Naviter Wealth
Arkansas
– -$853K -19,875 Closed
FA
187
FDx Advisors
Illinois
– -$647K -15,071 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
– -$624K -14,531 Closed
Jane Street
189
Jane Street
New York
– -$495K -11,535 Closed
MML Investors Services
190
MML Investors Services
Massachusetts
– -$266K -6,196 Closed
APA
191
Astoria Portfolio Advisors
New York
– -$263K -6,003 Closed
Citadel Advisors
192
Citadel Advisors
Florida
– -$252K -5,863 Closed
CCM
193
Crabel Capital Management
California
– -$236K -5,487 Closed
VAS
194
Vestmark Advisory Solutions
Massachusetts
– -$235K -5,482 Closed
CT
195
Colonial Trust
South Carolina
– -$170K -4,000 Closed
VAG
196
VisionPoint Advisory Group
Texas
– -$36.5K -851 Closed
CIAS
197
Capital Investment Advisory Services
North Carolina
– -$29.6K -690 Closed
SIC
198
Salem Investment Counselors
North Carolina
– -$24K -558 Closed
CA
199
Clearstead Advisors
Ohio
– -$5.88K -137 Closed
GWS
200
Glassman Wealth Services
Virginia
– -$2.23K -52 Closed
5 6 7
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