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Global X MLP ETF

220 hedge funds and large institutions have $998M invested in Global X MLP ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Advisors Ltd
Ohio
$84K
WSFS
177
Wilmington Savings Fund Society
Delaware
$83.6K
MWM
178
MGB Wealth Management
Texas
$81.8K
RFA
179
Register Financial Advisors
Georgia
$69.5K
SPIA
180
Steward Partners Investment Advisory
New York
$62.2K
MA
181
Montag & Associates
Georgia
$62K
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$57.2K
BTI
183
Blue Trust Inc
Georgia
$55.2K
SC
184
SouthState Corp
Florida
$48.9K
BHWM
185
Beaird Harris Wealth Management
Texas
$41.2K
BlackRock
186
BlackRock
New York
$40.3K
PTC
187
Private Trust Company
Ohio
$38.5K
FHA
188
First Horizon Advisors
Tennessee
$38K
FWA
189
Flagship Wealth Advisors
Massachusetts
$37.2K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$36K
RIL
191
Rothschild Investment LLC
Illinois
$30.6K
CB
192
Community Bank
New York
$27.6K
LFA
193
Legend Financial Advisors
Pennsylvania
$25.1K
AA
194
Ancora Advisors
Ohio
$15.1K
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$10.9K
NFSG
197
Newbridge Financial Services Group
Florida
$9.84K
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$8.03K
WIM
199
Westside Investment Management
California
$7.93K
SWIM
200
Smallwood Wealth Investment Management
New Jersey
$7.68K