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Global X MLP ETF

230 hedge funds and large institutions have $1.06B invested in Global X MLP ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,440% more call options, than puts

Call options by funds: $527K | Put options by funds: $5K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $899M → $1.06B (+$156M)

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

5% more funds holding

Funds holding: 219230 (+11)

3.06% more ownership

Funds ownership: 54.01%57.07% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
230
Holders Change
+11
Holders Change %
+5.02%
% 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
30
Increased
80
Reduced
72
Closed
17
Calls
$527K
Puts
$5K
Net Calls
+$522K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$222M +$21.8M +414,127 +11%
Creative Planning
2
Creative Planning
Kansas
$104M -$1.88M -35,657 -2%
Bank of America
3
Bank of America
North Carolina
$61.1M +$1.26M +23,927 +2%
UBS Group
4
UBS Group
Switzerland
$58.3M +$7.51M +142,812 +15%
Wells Fargo
5
Wells Fargo
California
$58.2M +$4.08M +77,552 +8%
LPL Financial
6
LPL Financial
California
$47.1M +$6.39M +121,466 +16%
Raymond James Financial
7
Raymond James Financial
Florida
$40M +$3.48M +66,168 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.4M -$731K -13,900 -3%
ECM
9
Evergreen Capital Management
Washington
$25.2M -$1.32M -25,156 -5%
GI
10
Gradient Investments
Minnesota
$22.9M +$882K +16,768 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$19.9M +$752K +14,299 +4%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$16.7M -$50.7K -965 -0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.4M +$1.14M +21,690 +9%
CM
14
Columbus Macro
Pennsylvania
$13.9M +$549K +10,446 +4%
AMG
15
Advisors Management Group
Wisconsin
$13.3M +$293K +5,565 +2%
TA
16
Tectonic Advisors
Texas
$13.3M +$925K +17,600 +8%
JIP
17
Jaffetilchin Investment Partners
Florida
$12M +$11.5M +219,336 +3,801%
MAM
18
Madison Asset Management
Wisconsin
$11.6M +$1.93M +36,779 +20%
DFG
19
Demars Financial Group
Washington
$11.4M +$32M +608,525 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$1.24M +23,523 +12%
BIA
21
Barry Investment Advisors
Massachusetts
$9.72M +$392K +7,461 +4%
LWAM
22
Legacy Wealth Asset Management
Minnesota
$9.1M +$189K +3,586 +2%
RA
23
RFG Advisory
Alabama
$8.9M +$468K +8,909 +6%
CAWM
24
Capital Advisors Wealth Management
Washington
$6.94M +$5.71M +108,496 +495%
AIP
25
Almanack Investment Partners
Pennsylvania
$6.53M +$144K +2,740 +2%

MLPA Hedge Fund Activity: Q1 2025 in Review

230 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q1 2025, worth a combined $1.06B — up 17% from $899M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MLPA positions and 17 closed out — a net gain of 13 holders — while 80 added to existing stakes and 72 trimmed.

The largest buyer was Demars Financial Group, opening a new position worth an estimated $32M. The largest seller was Horizon Financial Services, cutting an estimated $2.14M.

  • 230 institutional investors held Global X MLP ETF (MLPA) as of Q1 2025, up from 219 in Q4 2024.
  • Funds reported $1.06B of Global X MLP ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 30 funds opened new Global X MLP ETF positions in Q1 2025 and 17 closed out, a net change of +13 holders.
  • The largest Global X MLP ETF buyer in Q1 2025 was Demars Financial Group, an estimated $32M added.
  • The largest Global X MLP ETF seller in Q1 2025 was Horizon Financial Services, an estimated $2.14M sold.

Based on aggregated 13F filings for Q1 2025.