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Global X MLP ETF

204 hedge funds and large institutions have $789M invested in Global X MLP ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

5% less capital invested

Capital invested by funds: $829M → $789M (-$40.2M)

1.98% less ownership

Funds ownership: 52.04%50.06% (-2%)

5% less funds holding

Funds holding: 215204 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.93%
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
83
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$5.59M +116,391 +11%
UBS Group
4
UBS Group
Switzerland
$46.2M -$17.6M -366,556 -28%
Wells Fargo
5
Wells Fargo
California
$42.5M +$1.68M +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 +$6.22M +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 +$946K +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 +$351K +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 -$52.9K -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%

MLPA Hedge Fund Activity: Q3 2024 in Review

204 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q3 2024, worth a combined $789M — down 4.8% from $829M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPA and 16 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $23M sold.

  • 204 institutional investors held Global X MLP ETF (MLPA) as of Q3 2024, down from 215 in Q2 2024.
  • Funds reported $789M of Global X MLP ETF stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new Global X MLP ETF positions in Q3 2024 and 26 closed out, a net change of -10 holders.
  • The largest Global X MLP ETF buyer in Q3 2024 was Morgan Stanley, an estimated $6.66M added.
  • The largest Global X MLP ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2024.