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Global X MLP ETF

215 hedge funds and large institutions have $829M invested in Global X MLP ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $480K | Put options by funds: $78K

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 216215 (-1)

0.77% less ownership

Funds ownership: 52.82%52.04% (-0.77%)

2% less capital invested

Capital invested by funds: $846M → $829M (-$16.7M)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
75
Reduced
62
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
176
Brown Financial Advisors
Ohio
$42.8K +$41.9K +882 New
BHWM
177
Beaird Harris Wealth Management
Texas
$39.8K +$39K +821 New
CA
178
Continuum Advisory
Idaho
$36.6K
BWP
179
Baldwin Wealth Partners
Massachusetts
$36.4K
PA
180
PSI Advisors
Florida
$34.5K
CB
181
Community Bank
New York
$33K
DJSG
182
D.J. St. Germain
Massachusetts
$32.5K
RIL
183
Rothschild Investment LLC
Illinois
$29.6K
CAL
184
Capital Advisors Ltd
Ohio
$27K
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$22.1K +$21.7K +456 New
BCMLT
186
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.6K
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$20.3K
CP
188
Castleview Partners
Texas
$19.8K -$12.6K -266 -39%
WB
189
Webster Bank
Connecticut
$18.3K +$18K +378 New
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$17K -$38.4K -809 -70%
AA
191
Ancora Advisors
Ohio
$14.6K
MWM
192
Mascoma Wealth Management
New Hampshire
$14.1K
CC
193
Cultivar Capital
Texas
$12.6K +$12.4K +260 New
CTB
194
Country Trust Bank
Illinois
$12.3K +$12K +253 New
WIM
195
Westside Investment Management
California
$7.66K
ACA
196
Aptus Capital Advisors
Alabama
$7.28K
VCM
197
Versant Capital Management
Arizona
$6.6K
AAP
198
Arax Advisory Partners
Colorado
$6.06K
LIA
199
Lynx Investment Advisory
District of Columbia
$6.01K +$5.89K +124 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$5.66K -$22.6K -475 -80%

MLPA Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2024, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLPA positions and 30 closed out — a net gain of 1 holder — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $22.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $20.9M sold.

  • 215 institutional investors held Global X MLP ETF (MLPA) as of Q2 2024, down from 216 in Q1 2024.
  • Funds reported $829M of Global X MLP ETF stock for Q2 2024, down 2% quarter-over-quarter.
  • 31 funds opened new Global X MLP ETF positions in Q2 2024 and 30 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2024 was Evergreen Capital Management, an estimated $22.6M added.
  • The largest Global X MLP ETF seller in Q2 2024 was McGowan Group Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2024.