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Global X MLP ETF
MLPA

Overview Fund Activity

217 hedge funds and large institutions have $896M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
90
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$24.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
CM
3
Columbus Macro
Pennsylvania
$12.4M
4
Wells Fargo
4
Wells Fargo
California
$50.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.3M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$20.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.53M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.32M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
CWM
5
CCG Wealth Management
California
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
MGB Wealth Management
Texas
$65.7K – – –
MA
177
Montag & Associates
Georgia
$61.1K – – –
FHA
178
First Horizon Advisors
Tennessee
$50.3K -$134K -2,710 -73%
PTC
179
Private Trust Company
Ohio
$47.7K -$10.7K -216 -18%
GJIA
180
Glass Jacobson Investment Advisors
Maryland
$42.8K -$14.2K -287 -25%
BHWM
181
Beaird Harris Wealth Management
Texas
$40.6K – – –
CA
182
Continuum Advisory
Idaho
$37.3K – – –
BlackRock
183
BlackRock
New York
$36.7K +$36.7K +742 New
FWA
184
Flagship Wealth Advisors
Massachusetts
$36.6K +$36.6K +741 New
PA
185
PSI Advisors
Florida
$35.2K – – –
CB
186
Community Bank
New York
$33.6K – – –
DJSG
187
D.J. St. Germain
Massachusetts
$33.2K – – –
RIL
188
Rothschild Investment LLC
Illinois
$30.1K – – –
EWA
189
EverSource Wealth Advisors
Alabama
$21.8K +$21.8K +442 New
CP
190
Castleview Partners
Texas
$21.2K +$350 +7 +2%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$20.9K – – –
SAM
192
Smartleaf Asset Management
Massachusetts
$20K +$20K +406 New
WB
193
Webster Bank
Connecticut
$18.7K – – –
PMFA
194
Plante Moran Financial Advisors
Michigan
$18.1K +$18.1K +366 New
AA
195
Ancora Advisors
Ohio
$14.8K – – –
CTB
196
Country Trust Bank
Illinois
$12.5K – – –
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K – – –
WIM
198
Westside Investment Management
California
$7.81K – – –
ACA
199
Aptus Capital Advisors
Alabama
$7.43K – – –
VCM
200
Versant Capital Management
Arizona
$6.72K – – –
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8
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