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Global X MLP ETF

225 hedge funds and large institutions have $976M invested in Global X MLP ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 68

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 225225 (0)

3% less capital invested

Capital invested by funds: $1B → $976M (-$27.4M)

1.73% less ownership

Funds ownership: 55.77%54.03% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
225
Holders Change
Holders Change %
0%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
23
Increased
84
Reduced
68
Closed
19
Calls
$562K
Puts
Net Calls
+$562K
Net Calls Change
+$562K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
201
Newbridge Financial Services Group
Florida
$9.49K
WIM
202
Westside Investment Management
California
$7.65K
SWIM
203
Smallwood Wealth Investment Management
New Jersey
$7.41K
ACA
204
Aptus Capital Advisors
Alabama
$7.26K
CFD
205
Creative Financial Designs
Indiana
$7.26K
VCM
206
Versant Capital Management
Arizona
$6.58K
CA
207
CoreCap Advisors
Michigan
$6.12K
AW
208
Avion Wealth
Texas
$6K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$5.62K -$5.02K -101 -47%
PFA
210
Pathway Financial Advisers
Indiana
$5.03K +$5.17K +104 New
FGA
211
Fortis Group Advisors
New Jersey
$4.5K
SIS
212
Sound Income Strategies
Florida
$3.97K +$4.18K +84 New
Q1WB
213
Quest 10 Wealth Builders
Virginia
$2.47K
EWA
214
EverSource Wealth Advisors
Alabama
$1.99K
AIM
215
Anchor Investment Management
South Carolina
$1.97K +$50 +1 +3%
CBT
216
Crews Bank & Trust
Florida
$1.45K
LWA
217
Lowe Wealth Advisors
Maryland
$1.4K +$1.44K +29 New
TPBG
218
Turning Point Benefit Group
Maryland
$1.26K +$1.29K +26 New
SWM
219
Spire Wealth Management
Virginia
$1.08K
HFS
220
Horizon Financial Services
North Carolina
$1.06K -$4.68K -94 -81%
NECFA
221
New England Capital Financial Advisors
Connecticut
$339
SS
222
SBI Securities
Japan
$291
GSWM
223
Golden State Wealth Management
California
$291 +$298 +6 New
HR
224
Howe & Rusling
New York
$49
DJSG
225
D.J. St. Germain
Massachusetts
$48

MLPA Hedge Fund Activity: Q3 2025 in Review

225 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2025, worth a combined $976M — down 2.7% from $1B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MLPA positions and 19 closed out — a net gain of 4 holders — while 84 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.29M. The largest seller was UBS Group, cutting an estimated $5.3M.

  • 225 institutional investors held Global X MLP ETF (MLPA) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $976M of Global X MLP ETF stock for Q3 2025, down 2.7% quarter-over-quarter.
  • 23 funds opened new Global X MLP ETF positions in Q3 2025 and 19 closed out, a net change of +4 holders.
  • The largest Global X MLP ETF buyer in Q3 2025 was Morgan Stanley, an estimated $8.29M added.
  • The largest Global X MLP ETF seller in Q3 2025 was UBS Group, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2025.