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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.

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 %
AAS
76
Avantax Advisory Services
Texas
$761K +$490K +10,977 +181%
AC
77
Anson Capital
Georgia
$756K -$237K -5,304 -24%
AWA
78
Aaron Wealth Advisors
Illinois
$753K – – –
Creative Planning
79
Creative Planning
Kansas
$748K – – –
APW
80
Aurora Private Wealth
New Jersey
$733K +$28K +627 +4%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$702K -$52.2K -1,170 -7%
TFA
82
Teamwork Financial Advisors
Texas
$688K -$13.2K -295 -2%
ZF
83
Zega Financial
Florida
$688K +$688K +15,424 New
Renaissance Technologies
84
Renaissance Technologies
New York
$656K +$89.5K +2,006 +16%
CL
85
Choreo LLC
Illinois
$656K +$22.3K +500 +4%
MPW
86
MGO Private Wealth
California
$649K -$122K -2,733 -16%
KAS
87
Kestra Advisory Services
Texas
$646K -$502K -11,257 -44%
DFG
88
Delta Financial Group
New Jersey
$638K +$357 +8 +0.1%
FM
89
Foster & Motley
Ohio
$610K -$21.7K -486 -3%
Truist Financial
90
Truist Financial
North Carolina
$598K +$15.3K +343 +3%
OCPWS
91
One Charles Private Wealth Services
Massachusetts
$594K -$24.1K -541 -4%
CWM
92
Collaborative Wealth Management
Florida
$539K -$1.96K -44 -0.4%
CCM
93
Coldstream Capital Management
Washington
$510K -$375K -8,409 -42%
OWA
94
ORBA Wealth Advisors
Illinois
$461K +$461K +10,339 New
SI
95
Stephens Inc
Arkansas
$453K – – –
RFA
96
Resurgent Financial Advisors
Georgia
$451K +$53.1K +1,191 +13%
PCA
97
Prosperity Capital Advisors
Ohio
$434K – – –
SWP
98
Stratos Wealth Partners
Ohio
$431K +$93.4K +2,093 +28%
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$429K +$3.07K +69 +0.7%
PAG
100
Private Advisor Group
New Jersey
$429K +$28.2K +632 +7%
2 3
4
5 6