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Global X MLP ETF

221 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
221
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
GWM
201
Geneos Wealth Management
Colorado
$7.58K
CFD
202
Creative Financial Designs
Indiana
$7.53K
ACA
203
Aptus Capital Advisors
Alabama
$7.53K
AW
204
Avion Wealth
Texas
$7K
VCM
205
Versant Capital Management
Arizona
$6.83K
CA
206
CoreCap Advisors
Michigan
$6.35K
AWM
207
AE Wealth Management
Kansas
$5.97K
HFS
208
Horizon Financial Services
North Carolina
$5.82K
FGA
209
Fortis Group Advisors
New Jersey
$4.67K
TWC
210
TD Waterhouse Canada
Ontario, Canada
$3.18K
MAWAG
211
Mid-American Wealth Advisory Group
Missouri
$3.11K
Q1WB
212
Quest 10 Wealth Builders
Virginia
$2.56K
AssetMark Inc
213
AssetMark Inc
California
$2.21K
EWA
214
EverSource Wealth Advisors
Alabama
$2.06K
AIM
215
Anchor Investment Management
South Carolina
$2.01K
CBT
216
Crews Bank & Trust
Florida
$1.51K
SWM
217
Spire Wealth Management
Virginia
$1.1K
NECFA
218
New England Capital Financial Advisors
Connecticut
$352
SS
219
SBI Securities
Japan
$301
HR
220
Howe & Rusling
New York
$51
DJSG
221
D.J. St. Germain
Massachusetts
$50
TCM
222
Tradewinds Capital Management
Washington
BCM
223
Beck Capital Management
Texas
BAM
224
Belpointe Asset Management
Nevada
AA
225
Advisory Alpha
Michigan