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Global X MLP & Energy Infrastructure ETF

164 hedge funds and large institutions have $517M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 162164 (+2)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

2% less capital invested

Capital invested by funds: $530M → $517M (-$13.2M)

2.52% less ownership

Funds ownership: 59.6%57.08% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
21
Increased
58
Reduced
53
Closed
18
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$563K -$367K -9,014 -38%
AP
77
Arlington Partners
Alabama
$545K
Creative Planning
78
Creative Planning
Kansas
$542K +$146K +3,586 +33%
PAG
79
Private Advisor Group
New Jersey
$528K +$35K +859 +7%
MW
80
MBL Wealth
North Carolina
$498K -$68.4K -1,680 -11%
AWS
81
Atria Wealth Solutions
New York
$483K +$72.9K +1,792 +16%
SWA
82
Stratos Wealth Advisors
Ohio
$480K +$521K +12,801 New
Truist Financial
83
Truist Financial
North Carolina
$476K -$10.8K -266 -2%
GA
84
Greytown Advisors
Florida
$472K +$7.45K +183 +1%
PFA
85
Pettinga Financial Advisors
Indiana
$440K -$94.3K -2,318 -17%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$438K +$55.5K +1,364 +13%
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$419K -$40.2K -988 -8%
ZIMP
88
Zimmermann Investment Management & Planning
Pennsylvania
$411K -$1.83M -44,987 -80%
LWM
89
Laidlaw Wealth Management
New York
$401K -$186K -4,565 -30%
APA
90
American Portfolios Advisors
New York
$384K -$45.5K -1,119 -10%
SI
91
Stephens Inc
Arkansas
$380K
EWM
92
Endowment Wealth Management
Wisconsin
$378K -$81.1K -1,993 -16%
LNC
93
Lincoln National Corp
Pennsylvania
$373K -$895 -22 -0.2%
CA
94
Cetera Advisors
Colorado
$369K +$69.6K +1,710 +21%
EH
95
Equitable Holdings
New York
$364K -$5.41K -133 -1%
SW
96
SVB Wealth
Massachusetts
$361K +$392K +9,635 New
TSS
97
Two Sigma Securities
New York
$359K +$390K +9,575 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$354K +$2.36K +58 +0.6%
CMI
99
Clare Market Investments
Texas
$342K -$267K -6,569 -42%
HighTower Advisors
100
HighTower Advisors
Illinois
$334K +$363K +8,928 New

MLPX Hedge Fund Activity: Q3 2022 in Review

164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2022, worth a combined $517M — down 2.5% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPX positions and 18 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $6.74M. The largest seller was Proficio Capital Partners, cutting an estimated $12.2M.

  • 164 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $517M of Global X MLP & Energy Infrastructure ETF stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 21 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2022 and 18 closed out, a net change of +3 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2022 was Bank of America, an estimated $6.74M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2022.