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Global X MLP ETF

216 hedge funds and large institutions have $846M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more call options, than puts

Call options by funds: $882K | Put options by funds: $550K

47% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 58

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 208216 (+8)

1% more capital invested

Capital invested by funds: $836M → $846M (+$9.72M)

4.92% less ownership

Funds ownership: 57.74%52.82% (-4.9%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
85
Reduced
58
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Montag & Associates
Georgia
$59.6K
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$55.9K +$14.6K +316 +37%
LFA
178
LGT Financial Advisors
Texas
$55.8K +$53.4K +1,157 New
PPC
179
Park Place Capital
Alabama
$52.8K +$50.5K +1,095 New
PTC
180
Private Trust Company
Ohio
$51.4K
FIM
181
FWL Investment Management
Texas
$46.6K -$5.17K -112 -10%
CA
182
CoreCap Advisors
Michigan
$43.4K +$41.5K +899 New
BWP
183
Baldwin Wealth Partners
Massachusetts
$36.2K
CA
184
Continuum Advisory
Idaho
$36.1K +$34.9K +755 New
PA
185
PSI Advisors
Florida
$34.3K
CB
186
Community Bank
New York
$32.8K
CP
187
Castleview Partners
Texas
$32.5K +$600 +13 +2%
DJSG
188
D.J. St. Germain
Massachusetts
$32.4K
RIL
189
Rothschild Investment LLC
Illinois
$29.4K +$28.2K +610 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$28.5K +$21.9K +475 +409%
CAL
191
Capital Advisors Ltd
Ohio
$27K
BCMLT
192
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.4K
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$20.1K +$19.2K +415 New
FGAM
194
Financial Gravity Asset Management
Texas
$16.6K -$329K -7,125 -95%
AA
195
Ancora Advisors
Ohio
$14.5K
MWM
196
Mascoma Wealth Management
New Hampshire
$14K
FFWA
197
FRG Family Wealth Advisors
Washington
$12.8K +$12.4K +269 New
CFD
198
Creative Financial Designs
Indiana
$10.3K -$116K -2,506 -92%
CTC
199
Central Trust Company
Missouri
$7.62K
WIM
200
Westside Investment Management
California
$7.62K

MLPA Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2024, worth a combined $846M — up 1.2% from $836M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 23 closed out — a net gain of 9 holders — while 85 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 216 institutional investors held Global X MLP ETF (MLPA) as of Q1 2024, up from 208 in Q4 2023.
  • Funds reported $846M of Global X MLP ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q1 2024 and 23 closed out, a net change of +9 holders.
  • The largest Global X MLP ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest Global X MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.