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Global X MLP & Energy Infrastructure ETF

176 hedge funds and large institutions have $568M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0.13% less ownership

Funds ownership: 60.35%60.22% (-0.13%)

1% less capital invested

Capital invested by funds: $571M → $568M (-$3.67M)

3% less funds holding

Funds holding: 182176 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

31% less call options, than puts

Call options by funds: $420K | Put options by funds: $606K

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
60
Reduced
58
Closed
26
Calls
$420K
Puts
$606K
Net Calls
-$186K
Net Calls Change
-$676K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.51M +$692K +16,279 +25%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.32M -$9.1K -214 -0.3%
KFP
28
KMG Fiduciary Partners
Ohio
$3.32M +$61K +1,435 +2%
TLP
29
Trinity Legacy Partners
Texas
$3.2M -$2.72M -63,879 -46%
NA
30
NewEdge Advisors
Louisiana
$3.2M +$401K +9,424 +14%
Ameriprise
31
Ameriprise
Minnesota
$3.2M -$93.8K -2,205 -3%
EL
32
Essex LLC
Illinois
$3.03M -$333K -7,836 -10%
AAM
33
Ameraudi Asset Management
New York
$2.88M -$230K -5,408 -7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.82M +$111K +2,617 +4%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.7M -$240K -5,653 -8%
SWA
36
Stratos Wealth Advisors
Ohio
$2.65M -$128K -3,001 -5%
OPA
37
Old Port Advisors
Maine
$2.64M +$2.65M +62,333 New
FA
38
Fiduciary Alliance
South Carolina
$2.51M +$150K +3,532 +6%
GMA
39
Glassy Mountain Advisors
Maryland
$2.22M +$101K +2,369 +5%
VWM
40
Venturi Wealth Management
Texas
$2.2M -$413K -9,722 -16%
AWS
41
Atria Wealth Solutions
New York
$2.11M +$1.18M +27,772 +127%
EWP
42
Engrave Wealth Partners
Texas
$2.06M +$799K +18,786 +63%
SWM
43
SeaCrest Wealth Management
New York
$2.06M +$16.7K +392 +0.8%
PIMG
44
Patriot Investment Management Group
Tennessee
$2.05M +$19.8K +466 +1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.03M -$38.6K -907 -2%
AA
46
Argent Advisors
Louisiana
$1.92M +$105K +2,477 +6%
LCWP
47
Legacy Capital Wealth Partners
Arkansas
$1.91M +$1.91M +44,962 New
JP Morgan Chase
48
JP Morgan Chase
New York
$1.88M +$1.52M +35,693 +411%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.79M +$1.8M +42,273 New
ST
50
Sageworth Trust
Pennsylvania
$1.77M

MLPX Hedge Fund Activity: Q3 2023 in Review

176 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2023, worth a combined $568M — down 0.64% from $571M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPX and 21 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 60 added.

The largest buyer was Baker Avenue Asset Management, adding an estimated $3.68M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $9.88M sold.

  • 176 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2023, down from 182 in Q2 2023.
  • Funds reported $568M of Global X MLP & Energy Infrastructure ETF stock for Q3 2023, down 0.64% quarter-over-quarter.
  • 21 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2023 and 26 closed out, a net change of -5 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2023 was Baker Avenue Asset Management, an estimated $3.68M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2023 was Morningstar Investment Services, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2023.