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Global X MLP ETF

219 hedge funds and large institutions have $899M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 55

14% more capital invested

Capital invested by funds: $789M → $899M (+$110M)

7% more funds holding

Funds holding: 204219 (+15)

3.95% more ownership

Funds ownership: 50.06%54.01% (+3.9%)

Holders
219
Holders Change
+15
Holders Change %
+7.35%
% of All Funds
2.88%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
32
Increased
91
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$185M +$14.8M +300,874 +9%
Creative Planning
2
Creative Planning
Kansas
$98.1M +$766K +15,616 +0.8%
Bank of America
3
Bank of America
North Carolina
$55.5M -$714K -14,555 -1%
Wells Fargo
4
Wells Fargo
California
$50.1M +$6.32M +128,700 +15%
UBS Group
5
UBS Group
Switzerland
$47M -$498K -10,140 -1%
LPL Financial
6
LPL Financial
California
$37.7M +$2.4M +48,999 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$33.8M +$33.6M +685,005 New
ECM
8
Evergreen Capital Management
Washington
$24.6M +$24.5M +498,718 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.3M +$2.98M +60,730 +14%
GI
10
Gradient Investments
Minnesota
$20.4M -$12.4M -252,313 -38%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$17.8M +$1.54M +31,385 +10%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$15.6M -$226K -4,598 -1%
CM
13
Columbus Macro
Pennsylvania
$12.4M +$12.3M +250,115 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.3M +$3.32M +67,724 +37%
AMG
15
Advisors Management Group
Wisconsin
$12.1M +$508K +10,355 +4%
TA
16
Tectonic Advisors
Texas
$11.5M +$16.7K +341 +0.1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$9.33M +$1.71M +34,839 +23%
MAM
18
Madison Asset Management
Wisconsin
$8.94M +$511K +10,410 +6%
MIA
19
Madison Investment Advisors
Wisconsin
$8.94M +$8.88M +180,931 New
BIA
20
Barry Investment Advisors
Massachusetts
$8.65M +$416K +8,485 +5%
LWAM
21
Legacy Wealth Asset Management
Minnesota
$8.27M +$706K +14,390 +9%
RA
22
RFG Advisory
Alabama
$7.82M +$75.8K +1,545 +1%
AIP
23
Almanack Investment Partners
Pennsylvania
$5.93M -$12.5K -254 -0.2%
MW
24
MBL Wealth
North Carolina
$5.9M +$405K +8,253 +7%
CFP
25
Cascade Financial Partners
California
$5.34M -$24.5K -500 -0.5%

MLPA Hedge Fund Activity: Q4 2024 in Review

219 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2024, worth a combined $899M — up 14% from $789M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MLPA positions and 12 closed out — a net gain of 20 holders — while 91 added to existing stakes and 55 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $24.5M. The largest seller was Gradient Investments, cutting an estimated $12.4M.

  • 219 institutional investors held Global X MLP ETF (MLPA) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $899M of Global X MLP ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 32 funds opened new Global X MLP ETF positions in Q4 2024 and 12 closed out, a net change of +20 holders.
  • The largest Global X MLP ETF buyer in Q4 2024 was Evergreen Capital Management, an estimated $24.5M added.
  • The largest Global X MLP ETF seller in Q4 2024 was Gradient Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2024.