MLPA icon

Global X MLP ETF
MLPA

Overview Fund Activity

202 hedge funds and large institutions have $786M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
81
Reduced
56
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
RJA
Raymond James & Associates
Florida
$22.3M
3
Bank of America
Bank of America
North Carolina
$54.6M
4
GI
Gradient Investments
Minnesota
$31.9M
5
AA
Advisory Alpha
Michigan
$1.82M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
$0
2
UBS Group
UBS Group
Switzerland
$46.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.7M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Ameriprise
Ameriprise
Minnesota
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$165M +$6.66M +138,717 +4%
Creative Planning
2
Creative Planning
Kansas
$94.5M -$1.23M -25,702 -1%
Bank of America
3
Bank of America
North Carolina
$54.6M +$5.58M +116,391 +11%
UBS Group
4
UBS Group
Switzerland
$46.2M -$17.6M -366,556 -28%
Wells Fargo
5
Wells Fargo
California
$42.5M +$1.67M +34,908 +4%
LPL Financial
6
LPL Financial
California
$34.3M +$1.46M +30,333 +4%
GI
7
Gradient Investments
Minnesota
$31.9M +$2.36M +49,177 +8%
RJA
8
Raymond James & Associates
Florida
$22.3M +$6.21M +129,449 +39%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$20.7M -$9.97M -207,730 -33%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$15.8M +$1.15M +23,987 +8%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$15.3M +$40.5K +844 +0.3%
AMG
12
Advisors Management Group
Wisconsin
$11.2M +$66.3K +1,381 +0.6%
TA
13
Tectonic Advisors
Texas
$11.1M +$945K +19,700 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.67M -$1.8M -37,482 -17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.37M +$894K +18,624 +12%
MAM
16
Madison Asset Management
Wisconsin
$8.18M – – –
BIA
17
Barry Investment Advisors
Massachusetts
$7.99M +$348K +7,246 +5%
RA
18
RFG Advisory
Alabama
$7.52M +$119K +2,475 +2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.38M +$350K +7,303 +5%
LWAM
20
Legacy Wealth Asset Management
Minnesota
$7.34M -$184K -3,840 -2%
AIP
21
Almanack Investment Partners
Pennsylvania
$5.77M -$17.3K -360 -0.3%
MW
22
MBL Wealth
North Carolina
$5.34M +$235K +4,894 +5%
CFP
23
Cascade Financial Partners
California
$5.19M -$52.6K -1,101 -1%
BEC
24
Blue Edge Capital
Virginia
$4.91M -$52.4K -1,092 -1%
SI
25
Stephens Inc
Arkansas
$4.39M +$458K +9,536 +12%
1
2 3 4 5