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Global X MLP & Energy Infrastructure ETF

164 hedge funds and large institutions have $517M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 162164 (+2)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

2% less capital invested

Capital invested by funds: $530M → $517M (-$13.2M)

2.52% less ownership

Funds ownership: 59.6%57.08% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
21
Increased
58
Reduced
53
Closed
18
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$4.35M +$813K +19,980 +21%
TLP
27
Trinity Legacy Partners
Texas
$4.33M +$4.71M +115,640 New
EL
28
Essex LLC
Illinois
$4.23M -$4.59M -112,798 -50%
SCM
29
SOL Capital Management
Maryland
$4.03M -$16.3K -401 -0.4%
CAM
30
Cresset Asset Management
Illinois
$3.98M +$1.72M +42,306 +66%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.6M +$1.45M +35,672 +59%
VWM
32
Venturi Wealth Management
Texas
$3.42M -$1.13M -27,803 -23%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.2M +$2.24K +55 +0.1%
AAM
34
Ameraudi Asset Management
New York
$3.16M +$19K +467 +0.6%
RJA
35
Raymond James & Associates
Florida
$3.13M +$545K +13,400 +19%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$3.11M +$521K +12,793 +18%
BAAM
37
Baker Avenue Asset Management
California
$2.51M +$2.72M +66,909 New
VV
38
Verity & Verity
South Carolina
$2.4M -$35.9K -883 -1%
KFP
39
KMG Fiduciary Partners
Ohio
$2.29M +$1.85M +45,394 +291%
SWM
40
SeaCrest Wealth Management
New York
$2.11M +$683K +16,789 +43%
LWAC
41
Laurel Wealth Advisors (California)
California
$2.06M -$945K -23,214 -30%
CL
42
CPWM LLC
Washington
$1.96M -$261K -6,424 -11%
PIMG
43
Patriot Investment Management Group
Tennessee
$1.81M +$37.2K +913 +2%
Stifel Financial
44
Stifel Financial
Missouri
$1.67M +$10.7K +262 +0.6%
LCWP
45
Legacy Capital Wealth Partners
Arkansas
$1.67M +$27.3K +670 +2%
AA
46
Argent Advisors
Louisiana
$1.5M -$40.2K -987 -2%
BG
47
Bollard Group
Massachusetts
$1.48M +$20.7K +509 +1%
Citadel Advisors
48
Citadel Advisors
Florida
$1.42M +$1.54M +37,930 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.39M +$94K +2,310 +7%
OPA
50
Old Port Advisors
Maine
$1.36M +$495K +12,168 +55%

MLPX Hedge Fund Activity: Q3 2022 in Review

164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2022, worth a combined $517M — down 2.5% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPX positions and 18 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $6.74M. The largest seller was Proficio Capital Partners, cutting an estimated $12.2M.

  • 164 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $517M of Global X MLP & Energy Infrastructure ETF stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 21 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2022 and 18 closed out, a net change of +3 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2022 was Bank of America, an estimated $6.74M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2022.