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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

179 hedge funds and large institutions have $556M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
20
Increased
66
Reduced
59
Closed
22
Calls
$775K
Puts
$16K
Net Calls
+$759K
Net Calls Change
+$543K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$65.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Wells Fargo
3
Wells Fargo
California
$24.3M
4
SWA
4
Stratos Wealth Advisors
Ohio
$2.31M
5
EWA
5
EP Wealth Advisors
California
$1.62M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.3M
3
ICG
3
InterOcean Capital Group
Tennessee
$0
4
GG
4
Golden Green
South Carolina
$4.4M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$1.58M -$1.7M -42,524 -52%
SWM
52
SeaCrest Wealth Management
New York
$1.58M -$249K -6,239 -14%
BAAM
53
Baker Avenue Asset Management
California
$1.51M -$1.72M -42,976 -53%
NGA
54
Naples Global Advisors
Florida
$1.5M +$41.7K +1,043 +3%
PFS
55
Prospera Financial Services
Texas
$1.39M +$20.8K +520 +2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.36M -$1.73M -43,251 -56%
GM
57
GeoWealth Management
Illinois
$1.31M +$1.31M +32,868 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.28M +$989K +24,763 +343%
GDP
59
Great Diamond Partners
Maine
$1.19M +$118K +2,958 +11%
IRC
60
Investors Research Corp
Georgia
$1.19M -$16.1K -404 -1%
GA
61
Greytown Advisors
Florida
$1.15M +$427K +10,694 +59%
SCP
62
Stamos Capital Partners
California
$1.11M +$1.11M +27,770 New
NLG
63
New Legacy Group
New York
$1.05M – – –
IAA
64
Ironsides Asset Advisors
North Carolina
$1.04M – – –
AC
65
Anson Capital
Georgia
$981K +$999 +25 +0.1%
Creative Planning
66
Creative Planning
Kansas
$947K +$175K +4,379 +23%
TW
67
Transform Wealth
Colorado
$913K -$479 -12 -0.1%
OWA
68
Outlook Wealth Advisors
Texas
$895K -$15K -375 -2%
NAM
69
NTV Asset Management
West Virginia
$881K +$95.9K +2,400 +12%
CCM
70
Coldstream Capital Management
Washington
$793K – – –
MPW
71
MGO Private Wealth
California
$757K -$39.9K -998 -5%
PCP
72
Proficio Capital Partners
Massachusetts
$732K +$391K +9,797 +115%
SCA
73
Snowden Capital Advisors
New York
$725K +$725K +18,149 New
CA
74
Cetera Advisors
Colorado
$719K +$220K +5,505 +44%
AWS
75
Atria Wealth Solutions
New York
$696K +$94K +2,354 +16%
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3
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