We are live on ! Find out more
MLPX icon

Global X MLP & Energy Infrastructure ETF

162 hedge funds and large institutions have $530M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $549K | Put options by funds: $255K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

3% more funds holding

Funds holding: 157162 (+5)

0.46% more ownership

Funds ownership: 59.14%59.6% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

20% less capital invested

Capital invested by funds: $660M → $530M (-$130M)

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
29
Increased
51
Reduced
52
Closed
22
Calls
$549K
Puts
$255K
Net Calls
+$294K
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
26
Curran Financial Partners
South Carolina
$4.48M +$1.27M +30,053 +34%
SCM
27
SOL Capital Management
Maryland
$4.12M -$107K -2,542 -2%
Ameriprise
28
Ameriprise
Minnesota
$4.09M -$652K -15,483 -13%
KAS
29
Kestra Advisory Services
Texas
$3.66M +$3.65M +86,611 +921%
NFG
30
Nations Financial Group
Iowa
$3.26M -$38K -903 -1%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.25M +$1.06M +25,221 +42%
AAM
32
Ameraudi Asset Management
New York
$3.2M -$156K -3,707 -4%
LWAC
33
Laurel Wealth Advisors (California)
California
$2.98M +$3.3M +78,226 New
RJA
34
Raymond James & Associates
Florida
$2.68M -$190K -4,514 -6%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.67M +$510K +12,099 +21%
VV
36
Verity & Verity
South Carolina
$2.47M -$422K -10,028 -13%
CAM
37
Cresset Asset Management
Illinois
$2.43M +$65.1K +1,546 +2%
CL
38
CPWM LLC
Washington
$2.37M +$261K +6,192 +12%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.31M +$1.17M +27,819 +85%
Jane Street
40
Jane Street
New York
$2.17M +$1.9M +45,132 +383%
ZIMP
41
Zimmermann Investment Management & Planning
Pennsylvania
$2.13M -$156K -3,706 -6%
PIMG
42
Patriot Investment Management Group
Tennessee
$1.8M +$155K +3,684 +8%
Stifel Financial
43
Stifel Financial
Missouri
$1.69M +$1.07M +25,332 +134%
LCWP
44
Legacy Capital Wealth Partners
Arkansas
$1.67M +$28.8K +683 +2%
AA
45
Argent Advisors
Louisiana
$1.57M +$62.5K +1,483 +4%
TW
46
Transform Wealth
Colorado
$1.53M -$70.9K -1,684 -4%
SWM
47
SeaCrest Wealth Management
New York
$1.5M -$50.3K -1,195 -3%
BG
48
Bollard Group
Massachusetts
$1.49M +$20.4K +485 +1%
3AM
49
3EDGE Asset Management
Florida
$1.48M +$1.63M +38,759 New
Goldman Sachs
50
Goldman Sachs
New York
$1.45M +$282K +6,690 +21%

MLPX Hedge Fund Activity: Q2 2022 in Review

162 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2022, worth a combined $530M — down 20% from $660M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPX positions and 22 closed out — a net gain of 7 holders — while 51 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $30.5M. The largest seller was Aaron Wealth Advisors, cutting an estimated $30M.

  • 162 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2022, up from 157 in Q1 2022.
  • Funds reported $530M of Global X MLP & Energy Infrastructure ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 29 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2022 and 22 closed out, a net change of +7 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2022 was Bank of America, an estimated $30.5M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2022.