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Global X MLP ETF
MLPA

Overview Fund Activity

214 hedge funds and large institutions have $843M invested in Global X MLP ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
84
Reduced
57
Closed
23
Calls
$882K
Puts
$550K
Net Calls
+$332K
Net Calls Change
+$293K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.8M
2
UBS Group
UBS Group
Switzerland
$63M
3
LPL Financial
LPL Financial
California
$32.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.3M
5
MML Investors Services
MML Investors Services
Massachusetts
$5.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$146M
2
ECM
Evergreen Capital Management
Washington
$0
3
AssetMark Inc
AssetMark Inc
California
$916
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16M
5
Creative Planning
Creative Planning
Kansas
$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$146M -$113M -2,335,768 -43%
Creative Planning
2
Creative Planning
Kansas
$97.6M -$1.73M -35,778 -2%
UBS Group
3
UBS Group
Switzerland
$63M +$9.61M +199,345 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.8M +$22.1M +459,316 +77%
Bank of America
5
Bank of America
North Carolina
$48.7M +$1.23M +25,533 +3%
Wells Fargo
6
Wells Fargo
California
$36.9M -$19.5K -404 -0.1%
LPL Financial
7
LPL Financial
California
$32.5M +$6.71M +139,086 +26%
GI
8
Gradient Investments
Minnesota
$25.1M +$3.11M +64,416 +14%
MGAM
9
McGowan Group Asset Management
Texas
$20.9M -$83.2K -1,725 -0.4%
RJA
10
Raymond James & Associates
Florida
$16.9M -$641K -13,301 -4%
Deutsche Bank
11
Deutsche Bank
Germany
$16.8M -$927K -19,220 -5%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$16M -$2.65M -55,044 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$14.3M +$4.35M +90,297 +44%
AMG
14
Advisors Management Group
Wisconsin
$11.1M +$406K +8,420 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.3M -$563K -11,672 -5%
TA
16
Tectonic Advisors
Texas
$10.2M +$882K +18,300 +9%
LWAM
17
Legacy Wealth Asset Management
Minnesota
$7.76M +$2.02M +41,965 +35%
BIA
18
Barry Investment Advisors
Massachusetts
$7.5M +$232K +4,801 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.46M +$581K +12,058 +8%
RA
20
RFG Advisory
Alabama
$7.03M +$512K +10,622 +8%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$6.46M +$49.4K +1,025 +0.8%
MAM
22
Madison Asset Management
Wisconsin
$6.32M +$1.22M +25,253 +24%
AIP
23
Almanack Investment Partners
Pennsylvania
$6.03M +$76.8K +1,593 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$5.4M +$4.28M +88,699 +381%
CFP
25
Cascade Financial Partners
California
$5.29M +$5.29M +112,195 New
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