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Global X MLP & Energy Infrastructure ETF
MLPX

157 hedge funds and large institutions have $660M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

47% more capital invested

Capital invested by funds: $448M → $660M (+$212M)

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

18% more funds holding

Funds holding: 133 → 157 (+24)

0.38% more ownership

Funds ownership: 58.76% → 59.14% (+0.38%)

28% less call options, than puts

Call options by funds: $508K | Put options by funds: $709K

Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
53
Reduced
40
Closed
11
Calls
$508K
Puts
$709K
Net Calls
-$201K
Net Calls Change
-$731K

Top Buyers

1
AWA
Aaron Wealth Advisors
Illinois
+$27.7M
2
AIP
Ahrens Investment Partners
Louisiana
+$5.4M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.33M
4
NFG
Nations Financial Group
Iowa
+$3.41M
5
GG
Golden Green
South Carolina
+$3.21M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$23.1M
2
Morgan Stanley
Morgan Stanley
New York
-$9.71M
3
EL
Essex LLC
Illinois
-$6.84M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.77M
5
AO
Advisor OS
Illinois
-$5.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$5.25M +$1.43M +36,166 +42%
FA
27
Fortis Advisors
Pennsylvania
$4.78M +$732K +18,564 +16%
SCM
28
SOL Capital Management
Maryland
$4.72M +$82.9K +2,102 +2%
IWP
29
IAG Wealth Partners
Wisconsin
$4.54M -$586K -14,877 -12%
RCM
30
Requisite Capital Management
Texas
$3.76M +$715K +18,127 +26%
AAM
31
Ameraudi Asset Management
New York
$3.74M +$84.4K +2,140 +3%
CFP
32
Curran Financial Partners
South Carolina
$3.73M +$1.18M +29,957 +52%
NFG
33
Nations Financial Group
Iowa
$3.69M +$3.41M +86,474 New
VV
34
Verity & Verity
South Carolina
$3.2M -$464K -11,773 -14%
RJA
35
Raymond James & Associates
Florida
$3.19M +$473K +11,998 +19%
PCA
36
Permit Capital Advisors
Pennsylvania
$3.01M +$2.64M +67,056 New
CAM
37
Cresset Asset Management
Illinois
$2.66M +$33.1K +840 +1%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.57M +$10.7K +272 +0.5%
ZIMP
39
Zimmermann Investment Management & Planning
Pennsylvania
$2.55M +$1.4M +35,432 +146%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$2.48M +$602K +15,266 +36%
CL
41
CPWM LLC
Washington
$2.25M -$178K -4,505 -8%
SWA
42
Stratos Wealth Advisors
Ohio
$1.98M -$300K -7,623 -14%
PIMG
43
Patriot Investment Management Group
Tennessee
$1.86M -$172K -4,360 -9%
LCWP
44
Legacy Capital Wealth Partners
Arkansas
$1.84M -$342K -8,666 -17%
TW
45
Transform Wealth
Colorado
$1.79M -$78.6K -1,993 -5%
SWM
46
SeaCrest Wealth Management
New York
$1.74M -$946 -24 -0.1%
AA
47
Argent Advisors
Louisiana
$1.69M +$90.5K +2,295 +6%
BG
48
Bollard Group
Massachusetts
$1.65M +$20.2K +513 +1%
KF
49
Krilogy Financial
Missouri
$1.64M -$61.8K -1,567 -4%
GA
50
Greytown Advisors
Florida
$1.61M +$1.49M +37,735 New
1
2
3 4 5

MLPX Hedge Fund Activity: Q1 2022 in Review

157 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2022, worth a combined $660M — up 47% from $448M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MLPX positions and 11 closed out — a net gain of 29 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $27.7M. The largest seller was Morningstar Investment Services, cutting an estimated $23.1M.

  • 157 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2022, up from 133 in Q4 2021.
  • Funds reported $660M of Global X MLP & Energy Infrastructure ETF stock for Q1 2022, up 47% quarter-over-quarter.
  • 40 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2022 and 11 closed out, a net change of +29 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $27.7M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2022 was Morningstar Investment Services, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2022.