Global X MLP & Energy Infrastructure ETF
MLPX
182 hedge funds and large institutions have $571M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 17 closing their positions.
653% more call options, than puts
Call options by funds: $565K | Put options by funds: $75K
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
2% more funds holding
Funds holding: 179 → 182 (+3)
3% more capital invested
Capital invested by funds: $556M → $571M (+$14.9M)
0.45% more ownership
Funds ownership: 59.9% → 60.35% (+0.45%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$7.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.02M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.62M |
| 4 |
GMA
Glassy Mountain Advisors
Bethesda,
Maryland
|
+$2.05M |
| 5 |
Two Sigma Investments
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$5.49M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.33M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.32M |
| 4 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$2M |
| 5 |
Morgan Stanley
New York
|
-$1.94M |
MLPX Hedge Fund Activity: Q2 2023 in Review
182 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2023, worth a combined $571M — up 2.7% from $556M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MLPX positions and 17 closed out — a net gain of 5 holders — while 55 added to existing stakes and 69 trimmed.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $7.6M. The largest seller was Wealth Management Resources, exiting entirely with an estimated $5.49M sold.
- 182 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2023, up from 179 in Q1 2023.
- Funds reported $571M of Global X MLP & Energy Infrastructure ETF stock for Q2 2023, up 2.7% quarter-over-quarter.
- 22 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2023 and 17 closed out, a net change of +5 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2023 was Connectus Wealth, an estimated $7.6M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2023 was Wealth Management Resources, an estimated $5.49M sold.
Based on aggregated 13F filings for Q2 2023.