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Global X MLP ETF
MLPA

Overview Fund Activity

177 hedge funds and large institutions have $715M invested in Global X MLP ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
58
Reduced
60
Closed
23
Calls
$889K
Puts
$343K
Net Calls
+$546K
Net Calls Change
+$38K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$40.5M
2
BEC
Blue Edge Capital
Virginia
$4.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$6.18M
4
AC
AlphaCore Capital
California
$1.52M
5
WAM
Worth Asset Management
Texas
$1.54M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$109M
2
AWM
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
Morgan Stanley
New York
$110M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.2M
5
GA
Greenspring Advisors
Maryland
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M -$7.09M -165,234 -6%
Creative Planning
2
Creative Planning
Kansas
$109M -$15.9M -371,265 -13%
UBS Group
3
UBS Group
Switzerland
$45.3M +$1.04M +24,179 +2%
Bank of America
4
Bank of America
North Carolina
$40.5M +$5.5M +128,099 +16%
BFS
5
Bard Financial Services
Connecticut
$28.4M -$167K -3,897 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28.2M -$6.19M -144,194 -18%
Wells Fargo
7
Wells Fargo
California
$25.8M -$2.49M -57,916 -9%
ECM
8
Evergreen Capital Management
Washington
$22.8M +$446K +10,389 +2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$21.9M -$198K -4,600 -0.9%
LPL Financial
10
LPL Financial
California
$20.7M +$1.25M +29,130 +6%
MGAM
11
McGowan Group Asset Management
Texas
$19.2M -$154K -3,595 -0.8%
Deutsche Bank
12
Deutsche Bank
Germany
$17M -$1.63M -37,959 -9%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$15.5M -$58.3K -1,357 -0.4%
RJA
14
Raymond James & Associates
Florida
$15.5M -$3.3M -76,803 -18%
GI
15
Gradient Investments
Minnesota
$11.6M -$491K -11,426 -4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$10.4M -$127K -2,961 -1%
AMG
17
Advisors Management Group
Wisconsin
$9.82M -$184K -4,283 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.11M -$639K -14,889 -7%
TA
19
Tectonic Advisors
Texas
$8.46M -$1.93K -45 -0%
AssetMark Inc
20
AssetMark Inc
California
$6.55M -$1.87M -43,532 -22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.18M +$3.29M +76,732 +114%
LWAM
22
Legacy Wealth Asset Management
Minnesota
$5.87M -$3.74K -87 -0.1%
RA
23
RFG Advisory
Alabama
$5.51M +$20.5K +478 +0.4%
AIP
24
Almanack Investment Partners
Pennsylvania
$5.24M -$138K -3,226 -3%
BIA
25
Barry Investment Advisors
Massachusetts
$4.83M +$158K +3,687 +3%
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