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Global X MLP ETF
MLPA

Overview Fund Activity

183 hedge funds and large institutions have $747M invested in Global X MLP ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
20
Increased
72
Reduced
62
Closed
15
Calls
$716K
Puts
$208K
Net Calls
+$508K
Net Calls Change
+$71K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$21.4M
2
Morgan Stanley
Morgan Stanley
New York
$114M
3
AWM
Affinity Wealth Management
Delaware
$11.4M
4
AP
Arlington Partners
Alabama
$1.87M
5
LPL Financial
LPL Financial
California
$18.8M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$121M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.4M
3
BEC
Blue Edge Capital
Virginia
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$10.2M
5
GG
Golden Green
South Carolina
$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$121M -$7.72M -185,520 -6%
Morgan Stanley
2
Morgan Stanley
New York
$114M +$9.39M +225,713 +9%
UBS Group
3
UBS Group
Switzerland
$42.9M -$12.8K -308 -0%
Bank of America
4
Bank of America
North Carolina
$33.9M +$405K +9,742 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.4M -$4.94M -118,814 -13%
BFS
6
Bard Financial Services
Connecticut
$27.7M +$263K +6,311 +1%
Wells Fargo
7
Wells Fargo
California
$27.4M +$476K +11,437 +2%
ECM
8
Evergreen Capital Management
Washington
$21.7M +$1.13M +27,078 +5%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$21.4M +$21.4M +512,230 New
LPL Financial
10
LPL Financial
California
$18.8M +$1.28M +30,754 +7%
MGAM
11
McGowan Group Asset Management
Texas
$18.8M -$387K -9,307 -2%
RJA
12
Raymond James & Associates
Florida
$18.2M -$69.7K -1,675 -0.4%
Deutsche Bank
13
Deutsche Bank
Germany
$18.1M -$487K -11,700 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$15.1M -$52.7K -1,268 -0.3%
GI
15
Gradient Investments
Minnesota
$11.7M +$38K +914 +0.3%
AWM
16
Affinity Wealth Management
Delaware
$11.4M +$3.27M +78,693 +40%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$10.2M -$4.28M -102,863 -30%
AMG
18
Advisors Management Group
Wisconsin
$9.69M -$216K -5,191 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.45M -$67.8K -1,630 -0.7%
TA
20
Tectonic Advisors
Texas
$8.2M +$1.87K +45 +0%
AssetMark Inc
21
AssetMark Inc
California
$8.15M +$259K +6,218 +3%
CAWM
22
Capital Advisors Wealth Management
Washington
$6.42M -$159K -3,828 -2%
GA
23
Greenspring Advisors
Maryland
$5.92M +$152K +3,661 +3%
LWAM
24
Legacy Wealth Asset Management
Minnesota
$5.69M -$114K -2,744 -2%
RA
25
RFG Advisory
Alabama
$5.32M +$387K +9,304 +8%
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