We are live on ! Find out more
MLPA icon

Global X MLP ETF

215 hedge funds and large institutions have $829M invested in Global X MLP ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $480K | Put options by funds: $78K

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 216215 (-1)

0.77% less ownership

Funds ownership: 52.82%52.04% (-0.77%)

2% less capital invested

Capital invested by funds: $846M → $829M (-$16.7M)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
75
Reduced
62
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$161M +$13.1M +274,798 +9%
Creative Planning
2
Creative Planning
Kansas
$96.8M -$1.35M -28,475 -1%
UBS Group
3
UBS Group
Switzerland
$64.4M +$1.04M +21,805 +2%
Bank of America
4
Bank of America
North Carolina
$49.5M +$525K +11,039 +1%
Wells Fargo
5
Wells Fargo
California
$41.3M +$4.1M +86,278 +11%
LPL Financial
6
LPL Financial
California
$33.2M +$508K +10,686 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31M -$19.7M -414,367 -39%
GI
8
Gradient Investments
Minnesota
$29.9M +$4.6M +96,852 +19%
ECM
9
Evergreen Capital Management
Washington
$23M +$22.6M +474,797 New
RJA
10
Raymond James & Associates
Florida
$16.3M -$726K -15,271 -4%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$15.5M -$675K -14,215 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.8M +$429K +9,038 +3%
AMG
13
Advisors Management Group
Wisconsin
$11.3M +$95.8K +2,017 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.6M +$227K +4,779 +2%
TA
15
Tectonic Advisors
Texas
$10.3M
MAM
16
Madison Asset Management
Wisconsin
$8.27M +$1.88M +39,500 +30%
BIA
17
Barry Investment Advisors
Massachusetts
$7.73M +$183K +3,847 +2%
LWAM
18
Legacy Wealth Asset Management
Minnesota
$7.61M -$189K -3,974 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.55M +$47.9K +1,007 +0.7%
RA
20
RFG Advisory
Alabama
$7.48M +$395K +8,306 +6%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$7.11M +$600K +12,618 +9%
AIP
22
Almanack Investment Partners
Pennsylvania
$5.85M -$213K -4,486 -4%
CFP
23
Cascade Financial Partners
California
$5.32M -$118K -2,480 -2%
MW
24
MBL Wealth
North Carolina
$5.16M +$1M +21,098 +25%
Ameriprise
25
Ameriprise
Minnesota
$5.12M +$1.56M +32,870 +45%

MLPA Hedge Fund Activity: Q2 2024 in Review

215 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2024, worth a combined $829M — down 2% from $846M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MLPA positions and 30 closed out — a net gain of 1 holder — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $22.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $20.9M sold.

  • 215 institutional investors held Global X MLP ETF (MLPA) as of Q2 2024, down from 216 in Q1 2024.
  • Funds reported $829M of Global X MLP ETF stock for Q2 2024, down 2% quarter-over-quarter.
  • 31 funds opened new Global X MLP ETF positions in Q2 2024 and 30 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q2 2024 was Evergreen Capital Management, an estimated $22.6M added.
  • The largest Global X MLP ETF seller in Q2 2024 was McGowan Group Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2024.