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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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.

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.81%
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

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$5.44M
2
Bank of America
2
Bank of America
North Carolina
$75.6M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.91M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$1.79M
5
Comerica Bank
5
Comerica Bank
Texas
$1.71M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$0
2
G
2
GenTrust
Florida
$13.4M
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$106M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.51M +$690K +16,279 +25%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.32M -$9.07K -214 -0.3%
KFP
28
KMG Fiduciary Partners
Ohio
$3.32M +$60.8K +1,435 +2%
TLP
29
Trinity Legacy Partners
Texas
$3.2M -$2.71M -63,879 -46%
NA
30
NewEdge Advisors
Louisiana
$3.2M +$399K +9,424 +14%
Ameriprise
31
Ameriprise
Minnesota
$3.2M -$93.4K -2,205 -3%
EL
32
Essex LLC
Illinois
$3.03M -$332K -7,836 -10%
AAM
33
Ameraudi Asset Management
New York
$2.88M -$229K -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 -$127K -3,001 -5%
OPA
37
Old Port Advisors
Maine
$2.64M +$2.64M +62,333 New
FA
38
Fiduciary Alliance
South Carolina
$2.51M +$150K +3,532 +6%
GMA
39
Glassy Mountain Advisors
Maryland
$2.22M +$98.1K +2,369 +5%
VWM
40
Venturi Wealth Management
Texas
$2.2M -$412K -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 +$796K +18,786 +63%
SWM
43
SeaCrest Wealth Management
New York
$2.06M +$16.6K +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 -$38.4K -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
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.88M +$1.51M +35,693 +411%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.79M +$1.79M +42,273 New
ST
50
Sageworth Trust
Pennsylvania
$1.77M – – –
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