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Global X MLP ETF

223 hedge funds and large institutions have $1,000M invested in Global X MLP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 61 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
223
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
WIM
201
Westside Investment Management
California
$7.93K
SWIM
202
Smallwood Wealth Investment Management
New Jersey
$7.68K
GWM
203
Geneos Wealth Management
Colorado
$7.58K
CFD
204
Creative Financial Designs
Indiana
$7.53K
ACA
205
Aptus Capital Advisors
Alabama
$7.53K
AW
206
Avion Wealth
Texas
$7K
VCM
207
Versant Capital Management
Arizona
$6.83K
CA
208
CoreCap Advisors
Michigan
$6.35K
AWM
209
AE Wealth Management
Kansas
$5.97K
HFS
210
Horizon Financial Services
North Carolina
$5.82K
FGA
211
Fortis Group Advisors
New Jersey
$4.67K
TWC
212
TD Waterhouse Canada
Ontario, Canada
$3.18K
MAWAG
213
Mid-American Wealth Advisory Group
Missouri
$3.11K
Q1WB
214
Quest 10 Wealth Builders
Virginia
$2.56K
AssetMark Inc
215
AssetMark Inc
California
$2.21K
EWA
216
EverSource Wealth Advisors
Alabama
$2.06K
AIM
217
Anchor Investment Management
South Carolina
$2.01K
CBT
218
Crews Bank & Trust
Florida
$1.51K
SWM
219
Spire Wealth Management
Virginia
$1.1K
NECFA
220
New England Capital Financial Advisors
Connecticut
$352
SS
221
SBI Securities
Japan
$301
HR
222
Howe & Rusling
New York
$51
DJSG
223
D.J. St. Germain
Massachusetts
$50
TCM
224
Tradewinds Capital Management
Washington
BCM
225
Beck Capital Management
Texas