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Global X MLP & Energy Infrastructure ETF

184 hedge funds and large institutions have $671M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more call options, than puts

Call options by funds: $677K | Put options by funds: $461K

30% more capital invested

Capital invested by funds: $517M → $671M (+$154M)

12% more funds holding

Funds holding: 164184 (+20)

9.29% more ownership

Funds ownership: 57.08%66.37% (+9.3%)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
40
Increased
58
Reduced
55
Closed
16
Calls
$677K
Puts
$461K
Net Calls
+$216K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$1.86M -$434K -10,531 -19%
Stifel Financial
52
Stifel Financial
Missouri
$1.84M +$28.9K +703 +2%
OPA
53
Old Port Advisors
Maine
$1.74M +$355K +8,616 +25%
AA
54
Argent Advisors
Louisiana
$1.67M +$35.1K +853 +2%
BG
55
Bollard Group
Massachusetts
$1.63M +$21K +509 +1%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.56M +$1.58M +38,298 New
NGA
57
Naples Global Advisors
Florida
$1.48M +$111K +2,700 +8%
PFS
58
Prospera Financial Services
Texas
$1.39M +$82.1K +1,993 +6%
SWP
59
Stratos Wealth Partners
Ohio
$1.25M +$174K +4,232 +16%
IRC
60
Investors Research Corp
Georgia
$1.23M -$4.86K -118 -0.4%
KF
61
Krilogy Financial
Missouri
$1.21M -$58.7K -1,426 -5%
QCG
62
Quadrant Capital Group
Ohio
$1.17M -$4.94K -120 -0.4%
GDP
63
Great Diamond Partners
Maine
$1.1M -$160K -3,889 -13%
NLG
64
New Legacy Group
New York
$1.07M
IAA
65
Ironsides Asset Advisors
North Carolina
$1.06M -$7.21K -175 -0.7%
AC
66
Anson Capital
Georgia
$1M -$29.7K -721 -3%
TW
67
Transform Wealth
Colorado
$932K +$941K +22,868 New
OWA
68
Outlook Wealth Advisors
Texas
$928K +$13.7K +332 +1%
MPW
69
MGO Private Wealth
California
$813K +$65K +1,580 +9%
CCM
70
Coldstream Capital Management
Washington
$809K +$817K +19,842 New
NAM
71
NTV Asset Management
West Virginia
$801K
Creative Planning
72
Creative Planning
Kansas
$788K +$201K +4,876 +34%
AWM
73
AE Wealth Management
Kansas
$759K +$767K +18,618 New
GA
74
Greytown Advisors
Florida
$734K +$224K +5,430 +43%
AWA
75
Aaron Wealth Advisors
Illinois
$698K +$2.26K +55 +0.3%

MLPX Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2022, worth a combined $671M — up 30% from $517M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MLPX positions and 16 closed out — a net gain of 24 holders — while 58 added to existing stakes and 55 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $86.2M. The largest seller was Ameriprise, cutting an estimated $3.64M.

  • 184 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2022, up from 164 in Q3 2022.
  • Funds reported $671M of Global X MLP & Energy Infrastructure ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 40 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2022 and 16 closed out, a net change of +24 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2022 was Phoenix Financial, an estimated $86.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2022 was Ameriprise, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2022.