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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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
Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.97%
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

Top Buyers

1
PF
1
Phoenix Financial
Israel
$85.4M
2
DWP
2
Destiny Wealth Partners
Florida
$3.59M
3
LPL Financial
3
LPL Financial
California
$32.4M
4
ST
4
Sageworth Trust
Pennsylvania
$3.29M
5
Cerity Partners
5
Cerity Partners
New York
$3.17M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.62M
2
LWAC
2
Laurel Wealth Advisors (California)
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$294K
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
76
Aurora Private Wealth
New Jersey
$639K +$24.3K +596 +4%
TFA
77
Teamwork Financial Advisors
Texas
$632K +$632K +15,500 New
SWM
78
SFG Wealth Management
Maryland
$631K +$631K +15,478 New
CWM
79
Collaborative Wealth Management
Florida
$622K -$16K -392 -3%
CFGS
80
Concourse Financial Group Securities
Alabama
$620K -$1.96K -48 -0.3%
AWS
81
Atria Wealth Solutions
New York
$614K +$88.7K +2,177 +17%
AAS
82
Avantax Advisory Services
Texas
$609K -$117K -2,880 -16%
LEFP
83
Leading Edge Financial Planning
Tennessee
$609K +$609K +14,930 New
DFG
84
Delta Financial Group
New Jersey
$596K +$596K +14,524 New
FM
85
Foster & Motley
Ohio
$595K -$31.2K -765 -5%
AP
86
Arlington Partners
Alabama
$593K – – –
AFA
87
Atlas Financial Advisors
California
$593K +$593K +14,537 New
TI
88
Tidal Investments
Wisconsin
$550K +$550K +13,497 New
CA
89
Cetera Advisors
Colorado
$509K +$107K +2,624 +27%
SWA
90
Stratos Wealth Advisors
Ohio
$504K -$18K -441 -3%
Truist Financial
91
Truist Financial
North Carolina
$499K -$18.1K -444 -3%
LIM
92
Leavell Investment Management
Alabama
$492K +$159K +3,900 +48%
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$484K +$29.3K +720 +6%
IA
94
IFP Advisors
Florida
$453K -$130K -5,492 -22%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$450K -$26.4K -648 -6%
SI
96
Stephens Inc
Arkansas
$414K – – –
EH
97
Equitable Holdings
New York
$410K +$14.3K +350 +4%
EWM
98
Endowment Wealth Management
Wisconsin
$402K -$9.46K -232 -2%
HAS
99
HBW Advisory Services
California
$394K +$394K +9,664 New
SW
100
SVB Wealth
Massachusetts
$393K – – –
2 3
4
5 6