We are live on ! Find out more
MLPA icon

Global X MLP ETF

204 hedge funds and large institutions have $789M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

5% less capital invested

Capital invested by funds: $829M → $789M (-$40.2M)

1.98% less ownership

Funds ownership: 52.04%50.06% (-2%)

5% less funds holding

Funds holding: 215204 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
83
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$912
Citigroup
202
Citigroup
New York
$144 -$768 -16 -84%
HR
203
Howe & Rusling
New York
$48
ECM
204
Evergreen Capital Management
Washington
-$23M -474,797 Closed
Citadel Advisors
205
Citadel Advisors
Florida
-$2.26M -46,686 Closed
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
-$1.69M -34,841 Closed
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
-$1.47M -30,232 Closed
SAM
208
Smartleaf Asset Management
Massachusetts
-$1.23M -25,370 Closed
WC
209
Waterloo Capital
Texas
-$426K -8,779 Closed
Renaissance Technologies
210
Renaissance Technologies
New York
-$320K -6,600 Closed
MML Investors Services
211
MML Investors Services
Massachusetts
-$298K -6,138 Closed
FIA
212
Foundations Investment Advisors
Arizona
-$289K -5,956 Closed
SA
213
Sanctuary Advisors
Indiana
-$287K -5,934 Closed
Charles Schwab
214
Charles Schwab
California
-$226K -4,670 Closed
MPCA
215
Madison Park Capital Advisors
Washington
-$208K -4,286 Closed
Prudential Financial
216
Prudential Financial
New Jersey
-$202K -4,171 Closed
PRI
217
Prepared Retirement Institute
Pennsylvania
-$201K -4,149 Closed
TWP
218
Triad Wealth Partners
Kansas
-$63.3K -1,306 Closed
BFA
219
Brown Financial Advisors
Ohio
-$42.8K -882 Closed
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
-$22.1K -456 Closed
MWM
221
Mascoma Wealth Management
New Hampshire
-$14.1K -291 Closed
CC
222
Cultivar Capital
Texas
-$12.6K -260 Closed
AAP
223
Arax Advisory Partners
Colorado
-$6.06K -125 Closed
LIA
224
Lynx Investment Advisory
District of Columbia
-$6.01K -124 Closed
OWA
225
Opal Wealth Advisors
New York
-$5.24K -108 Closed

MLPA Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2024, worth a combined $789M — down 4.8% from $829M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPA and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $23M sold.

  • 204 institutional investors held Global X MLP ETF (MLPA) as of Q3 2024, down from 215 in Q2 2024.
  • Funds reported $789M of Global X MLP ETF stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new Global X MLP ETF positions in Q3 2024 and 26 closed out, a net change of -10 holders.
  • The largest Global X MLP ETF buyer in Q3 2024 was Morgan Stanley, an estimated $6.66M added.
  • The largest Global X MLP ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.