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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
OWA
201
Opal Wealth Advisors
New York
$5.24K +$5.13K +108 New
FGA
202
Fortis Group Advisors
New Jersey
$4.51K
PFA
203
Pathway Financial Advisers
Indiana
$4.41K +$95 +2 +2%
IAIM
204
International Assets Investment Management
Florida
$4.07K +$3.99K +84 New
SWM
205
Spire Wealth Management
Virginia
$3.31K -$376K -7,919 -99%
UWS
206
Unique Wealth Strategies
Illinois
$2.7K +$2.66K +56 New
FCA
207
FinTrust Capital Advisors
South Carolina
$2.62K
VAG
208
VisionPoint Advisory Group
Texas
$2.18K
PPC
209
Park Place Capital
Alabama
$1.02K -$51K -1,074 -98%
TSWM
210
Tyler-Stone Wealth Management
Ohio
$1.02K
Simplex Trading
211
Simplex Trading
Illinois
$1K -$3.23K -68 -62%
Citigroup
212
Citigroup
New York
$922 +$903 +19 New
AssetMark Inc
213
AssetMark Inc
California
$921
RCM
214
Raleigh Capital Management
North Carolina
$465 +$48 +1 +11%
BTI
215
Blue Trust Inc
Georgia
$241
HR
216
Howe & Rusling
New York
$49
MGAM
217
McGowan Group Asset Management
Texas
-$20.9M -433,909 Closed
Deutsche Bank
218
Deutsche Bank
Germany
-$16.8M -347,460 Closed
KWM
219
Kingsview Wealth Management
Oregon
-$2.6M -53,831 Closed
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
-$2.22M -46,055 Closed
PAS
221
Park Avenue Securities
New York
-$1.57M -32,642 Closed
FAM
222
Family Asset Management
South Carolina
-$703K -14,570 Closed
CA
223
Claro Advisors
Massachusetts
-$441K -9,155 Closed
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
-$396K -8,202 Closed
SWA
225
Stratos Wealth Advisors
Ohio
-$373K -7,731 Closed

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.