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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
BG
51
Bollard Group
Massachusetts
$1.77M +$24.8K +584 +1%
Comerica Bank
52
Comerica Bank
Texas
$1.71M +$1.72M +40,385 New
Corient Private Wealth
53
Corient Private Wealth
Florida
$1.71M -$18K -423 -1%
NGA
54
Naples Global Advisors
Florida
$1.69M +$57.2K +1,345 +3%
VV
55
Verity & Verity
South Carolina
$1.62M -$132K -3,098 -7%
GA
56
Greytown Advisors
Florida
$1.62M +$306K +7,194 +23%
GDP
57
Great Diamond Partners
Maine
$1.53M +$38.7K +910 +3%
TW
58
Transform Wealth
Colorado
$1.52M +$654K +15,370 +75%
GM
59
GeoWealth Management
Illinois
$1.46M -$4.42K -104 -0.3%
SCA
60
Snowden Capital Advisors
New York
$1.44M +$21.3K +500 +1%
PFS
61
Prospera Financial Services
Texas
$1.41M -$5.14K -121 -0.4%
RJA
62
Raymond James & Associates
Florida
$1.32M -$73K -1,716 -5%
SC
63
Savoie Capital
Illinois
$1.31M +$1.32M +31,000 New
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$1.25M +29,327 New
IRC
65
Investors Research Corp
Georgia
$1.15M -$94.7K -2,227 -8%
IAA
66
Ironsides Asset Advisors
North Carolina
$1.13M +$48.9K +1,150 +5%
NLG
67
New Legacy Group
New York
$1.11M
KAS
68
Kestra Advisory Services
Texas
$1.09M -$159K -3,728 -13%
AP
69
Americana Partners
Texas
$1.05M
SCP
70
Stamos Capital Partners
California
$979K -$199K -4,670 -17%
NAM
71
NTV Asset Management
West Virginia
$956K +$21.3K +500 +2%
AC
72
Anson Capital
Georgia
$943K +$8.5K +200 +0.9%
OWA
73
Outlook Wealth Advisors
Texas
$938K +$255 +6 +0%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$935K +$562K +13,212 +149%
LIM
75
Leavell Investment Management
Alabama
$891K +$129K +3,027 +17%

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.