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Global X MLP ETF
MLPA

Overview Fund Activity

227 hedge funds and large institutions have $1.05B invested in Global X MLP ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
29
Increased
79
Reduced
72
Closed
17
Calls
$527K
Puts
$5K
Net Calls
+$522K
Net Calls Change
+$522K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22M
2
JIP
Jaffetilchin Investment Partners
Florida
+$11.7M
3
DFG
Demars Financial Group
Washington
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.6M
5
LPL Financial
LPL Financial
California
+$6.47M

Top Sellers

1
HFS
Horizon Financial Services
North Carolina
-$2.17M
2
Creative Planning
Creative Planning
Kansas
-$1.9M
3
PWA
Principia Wealth Advisory
Texas
-$1.61M
4
BEC
Blue Edge Capital
Virginia
-$1.59M
5
ECM
Evergreen Capital Management
Washington
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$222M +$22M +414,127 +11%
Creative Planning
2
Creative Planning
Kansas
$104M -$1.9M -35,657 -2%
Bank of America
3
Bank of America
North Carolina
$61.1M +$1.27M +23,927 +2%
UBS Group
4
UBS Group
Switzerland
$58.3M +$7.6M +142,812 +15%
Wells Fargo
5
Wells Fargo
California
$58.2M +$4.13M +77,552 +8%
LPL Financial
6
LPL Financial
California
$47.1M +$6.47M +121,466 +16%
Raymond James Financial
7
Raymond James Financial
Florida
$40M +$3.52M +66,168 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.4M -$740K -13,900 -3%
ECM
9
Evergreen Capital Management
Washington
$25.2M -$1.34M -25,156 -5%
GI
10
Gradient Investments
Minnesota
$22.9M +$893K +16,768 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$19.9M +$761K +14,299 +4%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$16.7M -$51.4K -965 -0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.4M +$1.15M +21,690 +9%
CM
14
Columbus Macro
Pennsylvania
$13.9M +$556K +10,446 +4%
AMG
15
Advisors Management Group
Wisconsin
$13.3M +$296K +5,565 +2%
TA
16
Tectonic Advisors
Texas
$13.3M +$937K +17,600 +8%
JIP
17
Jaffetilchin Investment Partners
Florida
$12M +$11.7M +219,336 +3,801%
MAM
18
Madison Asset Management
Wisconsin
$11.6M +$1.96M +36,779 +20%
DFG
19
Demars Financial Group
Washington
$11.4M +$11.4M +608,525 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$1.25M +23,523 +12%
BIA
21
Barry Investment Advisors
Massachusetts
$9.72M +$397K +7,461 +4%
LWAM
22
Legacy Wealth Asset Management
Minnesota
$9.1M +$191K +3,586 +2%
RA
23
RFG Advisory
Alabama
$8.9M +$474K +8,909 +6%
CAWM
24
Capital Advisors Wealth Management
Washington
$6.94M +$5.78M +108,496 +495%
AIP
25
Almanack Investment Partners
Pennsylvania
$6.53M +$146K +2,740 +2%
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