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Global X MLP ETF
MLPA

Overview Fund Activity

214 hedge funds and large institutions have $843M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
3.1%
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
84
Reduced
57
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M
2
UBS Group
UBS Group
Switzerland
+$9.61M
3
LPL Financial
LPL Financial
California
+$6.71M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.35M
5
MML Investors Services
MML Investors Services
Massachusetts
+$4.28M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$113M
2
ECM
Evergreen Capital Management
Washington
-$22.1M
3
AssetMark Inc
AssetMark Inc
California
-$7.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.65M
5
Creative Planning
Creative Planning
Kansas
-$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
176
LGT Financial Advisors
Texas
$55.8K +$55.8K +1,157 New
PPC
177
Park Place Capital
Alabama
$52.8K +$52.8K +1,095 New
PTC
178
Private Trust Company
Ohio
$51.4K – – –
FIM
179
FWL Investment Management
Texas
$46.6K -$5.4K -112 -10%
CA
180
CoreCap Advisors
Michigan
$43.4K +$43.4K +899 New
BWP
181
Baldwin Wealth Partners
Massachusetts
$36.2K – – –
CA
182
Continuum Advisory
Idaho
$36.1K +$36.1K +755 New
PA
183
PSI Advisors
Florida
$34.3K – – –
CB
184
Community Bank
New York
$32.8K – – –
CP
185
Castleview Partners
Texas
$32.5K +$626 +13 +2%
DJSG
186
D.J. St. Germain
Massachusetts
$32.4K – – –
RIL
187
Rothschild Investment LLC
Illinois
$29.4K +$29.4K +610 New
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$28.5K +$22.9K +475 +409%
CAL
189
Capital Advisors Ltd
Ohio
$27K – – –
BCMLT
190
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.4K – – –
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$20.1K +$20.1K +415 New
FGAM
192
Financial Gravity Asset Management
Texas
$16.6K -$316K -7,125 -95%
AA
193
Ancora Advisors
Ohio
$14.5K – – –
MWM
194
Mascoma Wealth Management
New Hampshire
$14K – – –
FFWA
195
FRG Family Wealth Advisors
Washington
$12.8K +$12.8K +269 New
CFD
196
Creative Financial Designs
Indiana
$10.3K -$121K -2,506 -92%
CTC
197
Central Trust Company
Missouri
$7.62K – – –
WIM
198
Westside Investment Management
California
$7.62K – – –
ACA
199
Aptus Capital Advisors
Alabama
$7.23K – – –
VCM
200
Versant Capital Management
Arizona
$6.56K +$6.56K +136 New
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