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Global X MLP ETF
MLPA

Overview Fund Activity

206 hedge funds and large institutions have $834M invested in Global X MLP ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
58
Closed
11
Calls
$323K
Puts
$284K
Net Calls
+$39K
Net Calls Change
+$248K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
GI
2
Gradient Investments
Minnesota
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$33.9M
4
MAM
4
Madison Asset Management
Wisconsin
$4.69M
5
UBS Group
5
UBS Group
Switzerland
$49.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22K
2
Creative Planning
2
Creative Planning
Kansas
$91.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.1M
5
WAM
5
Worth Asset Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$238M 5,371,488 +2,725,892 +103%
Creative Planning
2
Creative Planning
Kansas
$91.2M 2,059,366 -77,301 -4%
UBS Group
3
UBS Group
Switzerland
$49.1M 1,107,700 +73,439 +7%
Bank of America
4
Bank of America
North Carolina
$43.6M 984,870 +64,794 +7%
Wells Fargo
5
Wells Fargo
California
$33.9M 765,454 +113,025 +17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$26.3M 593,511 -52,326 -8%
LPL Financial
7
LPL Financial
California
$23.7M 534,635 +54,303 +11%
ECM
8
Evergreen Capital Management
Washington
$22.1M 499,658 +11,231 +2%
GI
9
Gradient Investments
Minnesota
$20.2M 455,452 +189,931 +72%
MGAM
10
McGowan Group Asset Management
Texas
$19.3M 435,634 -8,535 -2%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$17.2M 387,839 +25,329 +7%
Deutsche Bank
12
Deutsche Bank
Germany
$16.2M 366,680 -11,480 -3%
RJA
13
Raymond James & Associates
Florida
$16.1M 364,239 +838 +0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.97M 225,173 +230 +0.1%
AMG
15
Advisors Management Group
Wisconsin
$9.86M 222,641 -2,935 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$9.1M 205,428 -41,576 -17%
TA
17
Tectonic Advisors
Texas
$8.57M 193,423 – –
BIA
18
Barry Investment Advisors
Massachusetts
$6.68M 150,682 +10,770 +8%
AssetMark Inc
19
AssetMark Inc
California
$6.49M 146,603 +14,044 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.32M 142,678 +151 +0.1%
RA
21
RFG Advisory
Alabama
$5.99M 135,265 +5,683 +4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$5.89M 132,967 +4,551 +4%
AIP
23
Almanack Investment Partners
Pennsylvania
$5.47M 123,494 +7,267 +6%
LWAM
24
Legacy Wealth Asset Management
Minnesota
$5.27M 118,889 -10,050 -8%
MAM
25
Madison Asset Management
Wisconsin
$4.69M 105,768 +105,768 New
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