MLPX icon

Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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.

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.81%
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

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$5.44M
2
Bank of America
2
Bank of America
North Carolina
$75.6M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.91M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$1.79M
5
Comerica Bank
5
Comerica Bank
Texas
$1.71M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$0
2
G
2
GenTrust
Florida
$13.4M
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$106M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
76
CoreFirst Bank & Trust
Kansas
$852K +$66.8K +1,575 +9%
CCM
77
Coldstream Capital Management
Washington
$841K – – –
Two Sigma Investments
78
Two Sigma Investments
New York
$818K -$296K -6,991 -27%
MPW
79
MGO Private Wealth
California
$732K -$38.9K -917 -5%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$716K -$681K -16,073 -49%
AWA
81
Aaron Wealth Advisors
Illinois
$715K – – –
Creative Planning
82
Creative Planning
Kansas
$710K -$228K -5,374 -24%
AWM
83
AE Wealth Management
Kansas
$709K -$64.5K -1,521 -8%
APW
84
Aurora Private Wealth
New Jersey
$670K +$2.97K +70 +0.4%
TFA
85
Teamwork Financial Advisors
Texas
$666K +$9.28K +219 +1%
DFG
86
Delta Financial Group
New Jersey
$606K +$297 +7 +0%
CL
87
Choreo LLC
Illinois
$602K +$21.2K +500 +4%
FM
88
Foster & Motley
Ohio
$600K -$10.8K -254 -2%
OCPWS
89
One Charles Private Wealth Services
Massachusetts
$588K +$82.6K +1,949 +16%
Truist Financial
90
Truist Financial
North Carolina
$553K +$1.19K +28 +0.2%
Renaissance Technologies
91
Renaissance Technologies
New York
$538K +$88.7K +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 +$4.87K +115 +1%
SI
95
Stephens Inc
Arkansas
$430K – – –
PCA
96
Prosperity Capital Advisors
Ohio
$412K -$6.44K -152 -2%
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$406K -$34.5K -814 -8%
EH
98
Equitable Holdings
New York
$384K – – –
EWA
99
EP Wealth Advisors
California
$382K -$508K -11,981 -57%
PAG
100
Private Advisor Group
New Jersey
$381K -$108K -2,540 -22%
2 3
4
5 6