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Global X MLP ETF
MLPA

Overview Fund Activity

227 hedge funds and large institutions have $1.05B invested in Global X MLP ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
29
Increased
79
Reduced
72
Closed
17
Calls
$527K
Puts
$5K
Net Calls
+$522K
Net Calls Change
+$522K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22M
2
JIP
Jaffetilchin Investment Partners
Florida
+$11.7M
3
DFG
Demars Financial Group
Washington
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.6M
5
LPL Financial
LPL Financial
California
+$6.47M

Top Sellers

1
HFS
Horizon Financial Services
North Carolina
-$2.17M
2
Creative Planning
Creative Planning
Kansas
-$1.9M
3
PWA
Principia Wealth Advisory
Texas
-$1.61M
4
BEC
Blue Edge Capital
Virginia
-$1.59M
5
ECM
Evergreen Capital Management
Washington
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
MAI Capital Management
Ohio
$136K – – –
BOJHT
177
Bank of Jackson Hole Trust
Wyoming
$120K -$5.39K -101 -4%
Citadel Advisors
178
Citadel Advisors
Florida
$118K +$118K +2,222 New
FWP
179
FAS Wealth Partners
Kansas
$114K +$2.02K +38 +2%
BWL
180
Bogart Wealth LLC
Virginia
$114K +$1.97K +37 +2%
AF
181
Advisornet Financial
Minnesota
$102K +$102K +1,921 New
CAL
182
Capital Advisors Ltd
Ohio
$89K – – –
WSFS
183
Wilmington Savings Fund Society
Delaware
$88.7K – – –
MWM
184
MGB Wealth Management
Texas
$86.8K +$16K +300 +23%
SPIA
185
Steward Partners Investment Advisory
New York
$78.4K -$5.27K -99 -6%
RFA
186
Register Financial Advisors
Georgia
$73.7K +$73.7K +1,385 New
MA
187
Montag & Associates
Georgia
$65.8K – – –
SC
188
SouthState Corp
Florida
$51.9K +$51.9K +975 New
FHA
189
First Horizon Advisors
Tennessee
$50.6K -$3.57K -67 -7%
BHWM
190
Beaird Harris Wealth Management
Texas
$43.7K – – –
GJIA
191
Glass Jacobson Investment Advisors
Maryland
$42.8K – – –
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$42K +$42K +792 New
PTC
193
Private Trust Company
Ohio
$40.8K -$10.6K -200 -21%
CA
194
Continuum Advisory
Idaho
$40.2K – – –
BlackRock
195
BlackRock
New York
$39.5K – – –
FWA
196
Flagship Wealth Advisors
Massachusetts
$39.4K – – –
PA
197
PSI Advisors
Florida
$37.9K – – –
CB
198
Community Bank
New York
$36.2K – – –
HC
199
Hara Capital
Washington
$35.9K -$95K -1,785 -73%
NS
200
NBC Securities
Alabama
$34K +$34K +640 New
6 7
8
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