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Global X MLP ETF
MLPA

Overview Fund Activity

213 hedge funds and large institutions have $827M 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, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.1%
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
60
Closed
30
Calls
$480K
Puts
$78K
Net Calls
+$402K
Net Calls Change
+$70K

Top Buyers

1
ECM
Evergreen Capital Management
Washington
$23M
2
Morgan Stanley
Morgan Stanley
New York
$161M
3
GI
Gradient Investments
Minnesota
$29.9M
4
Wells Fargo
Wells Fargo
California
$41.3M
5
TPA
Trivium Point Advisory
Connecticut
$2.68M

Top Sellers

1
MGAM
McGowan Group Asset Management
Texas
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31M
3
Deutsche Bank
Deutsche Bank
Germany
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$298K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$599K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$161M +$13.3M +274,798 +9%
Creative Planning
2
Creative Planning
Kansas
$96.8M -$1.38M -28,475 -1%
UBS Group
3
UBS Group
Switzerland
$64.4M +$1.06M +21,805 +2%
Bank of America
4
Bank of America
North Carolina
$49.5M +$535K +11,039 +1%
Wells Fargo
5
Wells Fargo
California
$41.3M +$4.18M +86,278 +11%
LPL Financial
6
LPL Financial
California
$33.2M +$518K +10,686 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31M -$20.1M -414,367 -39%
GI
8
Gradient Investments
Minnesota
$29.9M +$4.7M +96,852 +19%
ECM
9
Evergreen Capital Management
Washington
$23M +$23M +474,797 New
RJA
10
Raymond James & Associates
Florida
$16.3M -$741K -15,271 -4%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$15.5M -$689K -14,215 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.8M +$438K +9,038 +3%
AMG
13
Advisors Management Group
Wisconsin
$11.3M +$97.8K +2,017 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.6M +$232K +4,779 +2%
TA
15
Tectonic Advisors
Texas
$10.3M – – –
MAM
16
Madison Asset Management
Wisconsin
$8.27M +$1.92M +39,500 +30%
BIA
17
Barry Investment Advisors
Massachusetts
$7.73M +$187K +3,847 +2%
LWAM
18
Legacy Wealth Asset Management
Minnesota
$7.61M -$193K -3,974 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.55M +$48.8K +1,007 +0.7%
RA
20
RFG Advisory
Alabama
$7.48M +$403K +8,306 +6%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$7.11M +$612K +12,618 +9%
AIP
22
Almanack Investment Partners
Pennsylvania
$5.85M -$218K -4,486 -4%
CFP
23
Cascade Financial Partners
California
$5.32M -$120K -2,480 -2%
MW
24
MBL Wealth
North Carolina
$5.16M +$1.02M +21,098 +25%
Ameriprise
25
Ameriprise
Minnesota
$5.12M +$1.59M +32,870 +45%
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