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Global X MLP ETF
MLPA

Overview Fund Activity

182 hedge funds and large institutions have $696M invested in Global X MLP ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
27
Increased
69
Reduced
56
Closed
20
Calls
$54K
Puts
$263K
Net Calls
-$209K
Net Calls Change
-$755K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$118M
3
Comerica Bank
3
Comerica Bank
Texas
$2.46M
4
Wells Fargo
4
Wells Fargo
California
$29.1M
5
Cerity Partners
5
Cerity Partners
New York
$1.4M

Top Sellers

1
BFS
1
Bard Financial Services
Connecticut
$0
2
Creative Planning
2
Creative Planning
Kansas
$95.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.1M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$1.07M
5
AP
5
Arlington Partners
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$118M 2,645,596 +73,117 +3%
Creative Planning
2
Creative Planning
Kansas
$95.3M 2,136,667 -400,735 -16%
UBS Group
3
UBS Group
Switzerland
$46.1M 1,034,261 -21,554 -2%
Bank of America
4
Bank of America
North Carolina
$41M 920,076 -22,851 -2%
Wells Fargo
5
Wells Fargo
California
$29.1M 652,429 +52,433 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28.8M 645,837 -11,940 -2%
ECM
7
Evergreen Capital Management
Washington
$21.8M 488,427 -43,163 -8%
LPL Financial
8
LPL Financial
California
$21.4M 480,332 -837 -0.2%
MGAM
9
McGowan Group Asset Management
Texas
$19.8M 444,169 -3,329 -0.7%
Deutsche Bank
10
Deutsche Bank
Germany
$16.9M 378,160 -18,231 -5%
RJA
11
Raymond James & Associates
Florida
$16.2M 363,401 +2,492 +0.7%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$16.2M 362,510 +862 +0.2%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$15.1M 341,390 -166,240 -33%
GI
14
Gradient Investments
Minnesota
$11.8M 265,521 -4,637 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$11M 247,004 +5,025 +2%
AMG
16
Advisors Management Group
Wisconsin
$10.1M 225,576 -3,046 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10M 224,943 +12,672 +6%
TA
18
Tectonic Advisors
Texas
$8.62M 193,423 -3,600 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.36M 142,527 -1,315 -0.9%
BIA
20
Barry Investment Advisors
Massachusetts
$6.24M 139,912 +27,378 +24%
AssetMark Inc
21
AssetMark Inc
California
$5.91M 132,559 -19,915 -13%
RA
22
RFG Advisory
Alabama
$5.78M 129,582 +1,208 +0.9%
LWAM
23
Legacy Wealth Asset Management
Minnesota
$5.75M 128,939 -7,838 -6%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$5.73M 128,416 +128,416 New
AIP
25
Almanack Investment Partners
Pennsylvania
$5.18M 116,227 -5,741 -5%
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