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Global X MLP ETF
MLPA

Overview Fund Activity

206 hedge funds and large institutions have $834M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
58
Closed
11
Calls
$323K
Puts
$284K
Net Calls
+$39K
Net Calls Change
+$248K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
GI
2
Gradient Investments
Minnesota
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$33.9M
4
MAM
4
Madison Asset Management
Wisconsin
$4.69M
5
UBS Group
5
UBS Group
Switzerland
$49.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22K
2
Creative Planning
2
Creative Planning
Kansas
$91.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.1M
5
WAM
5
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
176
D.J. St. Germain
Massachusetts
$29.7K – – –
CP
177
Castleview Partners
Texas
$29.3K +$29.3K +661 New
CAL
178
Capital Advisors Ltd
Ohio
$25K – – –
TWM
179
Tradition Wealth Management
Minnesota
$22K – – –
RFG
180
REAP Financial Group
Texas
$20.9K +$20.9K +472 New
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.9K -$45 -1 -0.2%
TVAMP
182
Tennessee Valley Asset Management Partners
Tennessee
$16.3K +$16.3K +367 New
AA
183
Ancora Advisors
Ohio
$13.3K – – –
MWM
184
Mascoma Wealth Management
New Hampshire
$12.9K – – –
RIM
185
Rockbridge Investment Management
New York
$11.7K +$11.7K +265 New
PA
186
Parallel Advisors
California
$10.4K – – –
FGA
187
Fortis Group Advisors
New Jersey
$8.24K +$4.12K +93 +100%
CAS
188
Coppell Advisory Solutions
Texas
$7.04K – – –
WIM
189
Westside Investment Management
California
$7K – – –
CTC
190
Central Trust Company
Missouri
$7K – – –
ACA
191
Aptus Capital Advisors
Alabama
$6.65K – – –
FFA
192
Founders Financial Alliance
North Carolina
$6.65K – – –
FFA
193
Farther Finance Advisors
California
$6.07K -$44 -1 -0.7%
AAP
194
Arax Advisory Partners
Colorado
$5.54K +$5.54K +125 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$5.22K -$15.3M -341,274 -100%
Citigroup
196
Citigroup
New York
$5.1K -$21.4K -484 -81%
PFA
197
Pathway Financial Advisers
Indiana
$3.88K +$88 +2 +2%
VAG
198
VisionPoint Advisory Group
Texas
$3.81K +$3.81K +86 New
FCA
199
FinTrust Capital Advisors
South Carolina
$2.39K +$2.39K +54 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$2.26K +$2.26K +51 New
5 6 7
8
9