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Global X MLP ETF

219 hedge funds and large institutions have $899M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

14% more capital invested

Capital invested by funds: $789M → $899M (+$110M)

7% more funds holding

Funds holding: 204219 (+15)

3.95% more ownership

Funds ownership: 50.06%54.01% (+3.9%)

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
2.88%
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
91
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$77.6K -$48.3K -984 -39%
CA
177
Centerpoint Advisors
Massachusetts
$74K
MWM
178
MGB Wealth Management
Texas
$65.7K
MA
179
Montag & Associates
Georgia
$61.1K
FHA
180
First Horizon Advisors
Tennessee
$50.3K -$133K -2,710 -73%
PTC
181
Private Trust Company
Ohio
$47.7K -$10.6K -216 -18%
GJIA
182
Glass Jacobson Investment Advisors
Maryland
$42.8K -$14.1K -287 -25%
BHWM
183
Beaird Harris Wealth Management
Texas
$40.6K
CA
184
Continuum Advisory
Idaho
$37.3K
BlackRock
185
BlackRock
New York
$36.7K +$36.4K +742 New
FWA
186
Flagship Wealth Advisors
Massachusetts
$36.6K +$36.4K +741 New
PA
187
PSI Advisors
Florida
$35.2K
CB
188
Community Bank
New York
$33.6K
DJSG
189
D.J. St. Germain
Massachusetts
$33.2K
RIL
190
Rothschild Investment LLC
Illinois
$30.1K
EWA
191
EverSource Wealth Advisors
Alabama
$21.8K +$21.7K +442 New
CP
192
Castleview Partners
Texas
$21.1K +$343 +7 +2%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$20.9K
SAM
194
Smartleaf Asset Management
Massachusetts
$20K +$19.9K +406 New
WB
195
Webster Bank
Connecticut
$18.7K
PMFA
196
Plante Moran Financial Advisors
Michigan
$18.1K +$18K +366 New
AA
197
Ancora Advisors
Ohio
$14.8K
CTB
198
Country Trust Bank
Illinois
$12.5K
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K
WIM
200
Westside Investment Management
California
$7.81K

MLPA Hedge Fund Activity: Q4 2024 in Review

219 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2024, worth a combined $899M — up 14% from $789M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Gradient Investments, cutting an estimated $12.4M.

  • 219 institutional investors held Global X MLP ETF (MLPA) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $899M of Global X MLP ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2024 and 12 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q4 2024 was Evergreen Capital Management, an estimated $24.5M added.
  • The largest Global X MLP ETF seller in Q4 2024 was Gradient Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.