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Global X MLP ETF
MLPA

Overview Fund Activity

132 hedge funds and large institutions have $425M invested in Global X MLP ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
43
Reduced
37
Closed
9
Calls
$228K
Puts
$3K
Net Calls
+$225K
Net Calls Change
+$228K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$18.6M
2
RA
Rational Advisors
New York
$11.3M
3
AC
Annandale Capital
Texas
$5.76M
4
GI
Gradient Investments
Minnesota
$11.5M
5
AssetMark Inc
AssetMark Inc
California
$4.24M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$109M
2
FWM
FFT Wealth Management
Pennsylvania
$7.24M
3
ECM
Evergreen Capital Management
Washington
$14.1M
4
LP
LGL Partners
Pennsylvania
$1.23M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$349K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$109M -$12.9M -390,635 -11%
Morgan Stanley
2
Morgan Stanley
New York
$34.4M +$1.81M +54,602 +6%
Bank of America
3
Bank of America
North Carolina
$22.5M -$703K -21,248 -3%
Citadel Advisors
4
Citadel Advisors
Florida
$18.6M +$18.6M +561,921 New
Wells Fargo
5
Wells Fargo
California
$15.7M +$206K +6,217 +1%
MGAM
6
McGowan Group Asset Management
Texas
$14.2M -$117K -3,550 -0.8%
ECM
7
Evergreen Capital Management
Washington
$14.1M -$3.51M -106,015 -20%
UBS Group
8
UBS Group
Switzerland
$13.3M -$1.35M -40,743 -9%
BFS
9
Bard Financial Services
Connecticut
$13.1M +$2.87M +86,727 +28%
GI
10
Gradient Investments
Minnesota
$11.5M +$4.3M +129,945 +60%
RA
11
Rational Advisors
New York
$11.3M +$10.3M +311,828 +1,024%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.8M -$1.01M -30,641 -9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.7M +$593K +17,917 +6%
UIC
14
Uniplan Investment Counsel
Wisconsin
$10.2M – – –
AIP
15
Almanack Investment Partners
Pennsylvania
$8.48M +$457K +13,807 +6%
FWM
16
FFT Wealth Management
Pennsylvania
$7.24M -$4.9M -147,983 -40%
TA
17
Tectonic Advisors
Texas
$6.18M +$280K +8,471 +5%
LPL Financial
18
LPL Financial
California
$5.97M +$1.93M +58,371 +48%
AC
19
Annandale Capital
Texas
$5.76M +$5.76M +182,253 New
RJA
20
Raymond James & Associates
Florida
$5.52M +$313K +9,467 +6%
LWAM
21
Legacy Wealth Asset Management
Minnesota
$5.42M -$342K -10,326 -6%
AssetMark Inc
22
AssetMark Inc
California
$4.24M +$4.24M +128,024 +640,120%
RT
23
Rockland Trust
Massachusetts
$4.14M +$1.02M +30,800 +33%
DAS
24
Dynamic Advisor Solutions
Arizona
$4M +$317K +9,590 +9%
GG
25
Golden Green
South Carolina
$3.16M +$3.16M +95,389 New
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