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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
ACA
201
Aptus Capital Advisors
Alabama
$7.43K
VCM
202
Versant Capital Management
Arizona
$6.72K
AW
203
Avion Wealth
Texas
$6K +$6.92K +141 New
AWM
204
AE Wealth Management
Kansas
$5.88K +$5.84K +119 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$5.73K
VHAM
206
Van Hulzen Asset Management
California
$5.49K +$5.45K +111 New
PFA
207
Pathway Financial Advisers
Indiana
$4.67K +$98 +2 +2%
FGA
208
Fortis Group Advisors
New Jersey
$4.59K
SWM
209
Spire Wealth Management
Virginia
$3.5K +$49 +1 +1%
Q1WB
210
Quest 10 Wealth Builders
Virginia
$2.52K +$2.5K +51 New
AssetMark Inc
211
AssetMark Inc
California
$2.17K +$1.23K +25 +132%
RCM
212
Raleigh Capital Management
North Carolina
$1.73K
Citigroup
213
Citigroup
New York
$1.53K +$1.37K +28 +933%
CBT
214
Crews Bank & Trust
Florida
$1.48K +$1.47K +30 New
T
215
Transce3nd
Texas
$1.48K +$1.47K +30 New
PPC
216
Park Place Capital
Alabama
$1.04K
Simplex Trading
217
Simplex Trading
Illinois
$1K +$981 +20 +133%
SS
218
SBI Securities
Japan
$296 +$294 +6 New
HR
219
Howe & Rusling
New York
$50
FEM
220
Fulcrum Equity Management
Texas
-$1.13M -23,491 Closed
Truist Financial
221
Truist Financial
North Carolina
-$301K -6,283 Closed
EAM
222
Evanson Asset Management
California
-$297K -6,185 Closed
LCGC
223
Legacy Capital Group California
California
-$236K -4,927 Closed
PW
224
Paladin Wealth
Minnesota
-$39.6K -826 Closed
BWP
225
Baldwin Wealth Partners
Massachusetts
-$36K -750 Closed

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.