MLPA icon

Global X MLP ETF
MLPA

Overview Fund Activity

217 hedge funds and large institutions have $896M invested in Global X MLP ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
2.89%
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
90
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$24.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
CM
3
Columbus Macro
Pennsylvania
$12.4M
4
Wells Fargo
4
Wells Fargo
California
$50.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.3M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$20.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.53M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.32M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
CWM
5
CCG Wealth Management
California
$440K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$185M 3,750,109 +300,874 +9%
Creative Planning
2
Creative Planning
Kansas
$98.1M 1,985,027 +15,616 +0.8%
Bank of America
3
Bank of America
North Carolina
$55.5M 1,123,278 -14,555 -1%
Wells Fargo
4
Wells Fargo
California
$50.1M 1,014,936 +128,700 +15%
UBS Group
5
UBS Group
Switzerland
$47M 952,154 -10,140 -1%
LPL Financial
6
LPL Financial
California
$37.7M 763,739 +48,999 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$33.8M 685,005 +685,005 New
ECM
8
Evergreen Capital Management
Washington
$24.6M 498,718 +498,718 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.3M 491,460 +60,730 +14%
GI
10
Gradient Investments
Minnesota
$20.4M 413,584 -252,313 -38%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$17.8M 360,135 +31,385 +10%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$15.6M 314,826 -4,598 -1%
CM
13
Columbus Macro
Pennsylvania
$12.4M 250,115 +250,115 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.3M 248,522 +67,724 +37%
AMG
15
Advisors Management Group
Wisconsin
$12.1M 244,814 +10,355 +4%
TA
16
Tectonic Advisors
Texas
$11.5M 231,764 +341 +0.1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$9.33M 188,752 +34,839 +23%
MAM
18
Madison Asset Management
Wisconsin
$8.94M 180,931 +10,410 +6%
MIA
19
Madison Investment Advisors
Wisconsin
$8.94M 180,931 +180,931 New
BIA
20
Barry Investment Advisors
Massachusetts
$8.65M 175,061 +8,485 +5%
LWAM
21
Legacy Wealth Asset Management
Minnesota
$8.27M 167,430 +14,390 +9%
RA
22
RFG Advisory
Alabama
$7.82M 158,213 +1,545 +1%
AIP
23
Almanack Investment Partners
Pennsylvania
$5.93M 119,987 -254 -0.2%
MW
24
MBL Wealth
North Carolina
$5.9M 119,477 +8,253 +7%
CFP
25
Cascade Financial Partners
California
$5.34M 108,114 -500 -0.5%
1
2 3 4 5