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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
CBT
76
CoreFirst Bank & Trust
Kansas
$852K +$67K +1,575 +9%
CCM
77
Coldstream Capital Management
Washington
$841K
Two Sigma Investments
78
Two Sigma Investments
New York
$818K -$297K -6,991 -27%
MPW
79
MGO Private Wealth
California
$732K -$39K -917 -5%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$716K -$683K -16,073 -49%
AWA
81
Aaron Wealth Advisors
Illinois
$715K
Creative Planning
82
Creative Planning
Kansas
$710K -$229K -5,374 -24%
AWM
83
AE Wealth Management
Kansas
$709K -$64.7K -1,521 -8%
APW
84
Aurora Private Wealth
New Jersey
$670K +$2.98K +70 +0.4%
TFA
85
Teamwork Financial Advisors
Texas
$666K +$9.31K +219 +1%
DFG
86
Delta Financial Group
New Jersey
$606K +$298 +7 +0%
CL
87
Choreo LLC
Illinois
$602K +$21.3K +500 +4%
FM
88
Foster & Motley
Ohio
$600K -$10.8K -254 -2%
OCPWS
89
One Charles Private Wealth Services
Massachusetts
$588K +$82.9K +1,949 +16%
Truist Financial
90
Truist Financial
North Carolina
$553K +$1.19K +28 +0.2%
Renaissance Technologies
91
Renaissance Technologies
New York
$538K +$89K +2,094 +20%
CWM
92
Collaborative Wealth Management
Florida
$514K -$15.3K -361 -3%
ARC
93
Advisor Resource Council
Texas
$491K +$14.5K +342 +3%
FHA
94
Flagship Harbor Advisors
Massachusetts
$466K +$4.89K +115 +1%
SI
95
Stephens Inc
Arkansas
$430K
PCA
96
Prosperity Capital Advisors
Ohio
$412K -$6.46K -152 -2%
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$406K -$34.6K -814 -8%
EH
98
Equitable Holdings
New York
$384K
EWA
99
EP Wealth Advisors
California
$382K -$509K -11,981 -57%
PAG
100
Private Advisor Group
New Jersey
$381K -$108K -2,540 -22%

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.