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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

185 hedge funds and large institutions have $722M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
25
Increased
71
Reduced
50
Closed
12
Calls
$821K
Puts
$669K
Net Calls
+$152K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$8.49M
4
Cerity Partners
4
Cerity Partners
New York
$3.4M
5
ARC
5
Advisor Resource Council
Texas
$1.89M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$4.91M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
SC
3
Savoie Capital
Illinois
$0
4
AP
4
Americana Partners
Texas
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
51
Bollard Group
Massachusetts
$1.89M +$25.6K +573 +1%
ST
52
Sageworth Trust
Pennsylvania
$1.86M – – –
NGA
53
Naples Global Advisors
Florida
$1.82M +$35.3K +791 +2%
Comerica Bank
54
Comerica Bank
Texas
$1.81M +$11.9K +267 +0.7%
LCWP
55
Legacy Capital Wealth Partners
Arkansas
$1.75M -$259K -5,815 -13%
GDP
56
Great Diamond Partners
Maine
$1.62M +$7.9K +177 +0.5%
GA
57
Greytown Advisors
Florida
$1.56M -$140K -3,140 -8%
RJA
58
Raymond James & Associates
Florida
$1.53M +$137K +3,065 +10%
TW
59
Transform Wealth
Colorado
$1.51M -$89.3K -2,001 -6%
SCA
60
Snowden Capital Advisors
New York
$1.5M -$15K -337 -1%
PFS
61
Prospera Financial Services
Texas
$1.44M -$37.6K -842 -3%
Corient Private Wealth
62
Corient Private Wealth
Florida
$1.43M -$373K -8,366 -21%
VV
63
Verity & Verity
South Carolina
$1.4M -$309K -6,934 -18%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$79.5K +1,781 +6%
MFF
65
Mango Five Family
Nevada
$1.38M +$1.38M +31,000 New
IAA
66
Ironsides Asset Advisors
North Carolina
$1.37M +$186K +4,178 +16%
GM
67
GeoWealth Management
Illinois
$1.36M -$177K -3,971 -12%
SCP
68
Stamos Capital Partners
California
$1.2M +$173K +3,870 +17%
IRC
69
Investors Research Corp
Georgia
$1.2M -$9.1K -204 -0.8%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.14M +$153K +3,438 +16%
LIM
71
Leavell Investment Management
Alabama
$1.13M +$188K +4,220 +20%
AT
72
Arlington Trust
Alabama
$1.09M +$1.09M +24,368 New
CBT
73
CoreFirst Bank & Trust
Kansas
$1.02M +$122K +2,733 +14%
OWA
74
Outlook Wealth Advisors
Texas
$1.02M +$29.9K +670 +3%
NAM
75
NTV Asset Management
West Virginia
$1.01M – – –
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3
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