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Global X MLP ETF

225 hedge funds and large institutions have $1B invested in Global X MLP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 62

5% less capital invested

Capital invested by funds: $1.06B → $1B (-$52.2M)

1.3% less ownership

Funds ownership: 57.07%55.77% (-1.3%)

2% less funds holding

Funds holding: 230225 (-5)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
225
Holders Change
-5
Holders Change %
-2.17%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
92
Reduced
62
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$219M +$9.64M +193,472 +5%
Creative Planning
2
Creative Planning
Kansas
$96.6M -$1.25M -25,183 -1%
Bank of America
3
Bank of America
North Carolina
$57.5M -$110K -2,210 -0.2%
Wells Fargo
4
Wells Fargo
California
$56.4M +$1.57M +31,573 +3%
UBS Group
5
UBS Group
Switzerland
$56.1M +$1.13M +22,662 +2%
LPL Financial
6
LPL Financial
California
$46.9M +$2.4M +48,122 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$37.1M -$563K -11,304 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24.8M +$868K +17,433 +4%
ECM
9
Evergreen Capital Management
Washington
$24.1M +$370K +7,426 +2%
GI
10
Gradient Investments
Minnesota
$21.8M +$237K +4,751 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$19.5M +$746K +14,988 +4%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$15.3M -$416K -8,357 -3%
TA
13
Tectonic Advisors
Texas
$13.7M +$1.15M +23,000 +9%
CM
14
Columbus Macro
Pennsylvania
$13.6M +$563K +11,303 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.5M -$101K -2,027 -0.8%
AMG
16
Advisors Management Group
Wisconsin
$12.6M +$23K +462 +0.2%
JIP
17
Jaffetilchin Investment Partners
Florida
$11.2M -$146K -2,929 -1%
MAM
18
Madison Asset Management
Wisconsin
$10.9M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$10.6M -$121K -2,423 -1%
BIA
20
Barry Investment Advisors
Massachusetts
$9.77M +$606K +12,159 +7%
LWAM
21
Legacy Wealth Asset Management
Minnesota
$9.72M +$1.13M +22,649 +13%
ETC
22
Exchange Traded Concepts
Oklahoma
$6.68M +$6.63M +133,147 New
AIP
23
Almanack Investment Partners
Pennsylvania
$6.35M +$186K +3,725 +3%
MW
24
MBL Wealth
North Carolina
$6.17M +$310K +6,215 +5%
CAWM
25
Capital Advisors Wealth Management
Washington
$5.9M -$642K -12,894 -10%

MLPA Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q2 2025, worth a combined $1B — down 4.9% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MLPA and 24 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 92 added.

The largest buyer was Morgan Stanley, adding an estimated $9.64M. The largest seller was Demars Financial Group, cutting an estimated $29.7M.

  • 225 institutional investors held Global X MLP ETF (MLPA) as of Q2 2025, down from 230 in Q1 2025.
  • Funds reported $1B of Global X MLP ETF stock for Q2 2025, down 4.9% quarter-over-quarter.
  • 24 funds opened new Global X MLP ETF positions in Q2 2025 and 28 closed out, a net change of -4 holders.
  • The largest Global X MLP ETF buyer in Q2 2025 was Morgan Stanley, an estimated $9.64M added.
  • The largest Global X MLP ETF seller in Q2 2025 was Demars Financial Group, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2025.