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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

187 hedge funds and large institutions have $685M invested in Global X MLP & Energy Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
60
Reduced
59
Closed
22
Calls
$931K
Puts
$54K
Net Calls
+$877K
Net Calls Change
+$725K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$10.2M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
Mariner
4
Mariner
Kansas
$4.02M
5
AI
5
Atria Investments
North Carolina
$3.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
ECM
2
Evergreen Capital Management
Washington
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.49M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
ARC
5
Advisor Resource Council
Texas
$579K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
76
NTV Asset Management
West Virginia
$1.06M -$49K -1,000 -4%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$932K +$932K +19,030 New
APW
78
Aurora Private Wealth
New Jersey
$852K +$46.6K +950 +6%
KAS
79
Kestra Advisory Services
Texas
$851K +$142K +2,897 +20%
AC
80
Anson Capital
Georgia
$837K +$6.81K +139 +0.8%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$832K +$61K +1,244 +8%
AWA
82
Aaron Wealth Advisors
Illinois
$827K – – –
Creative Planning
83
Creative Planning
Kansas
$821K – – –
AP
84
Americana Partners
Texas
$784K +$784K +16,000 New
FT
85
Fiduciary Trust
Massachusetts
$782K +$782K +15,959 New
P
86
&Partners
Tennessee
$768K +$768K +15,678 New
Marshall Wace
87
Marshall Wace
United Kingdom
$766K +$766K +15,639 New
CL
88
Choreo LLC
Illinois
$720K – – –
OCPWS
89
One Charles Private Wealth Services
Massachusetts
$712K +$59.1K +1,207 +9%
MPW
90
MGO Private Wealth
California
$707K -$6.08K -124 -0.9%
DFG
91
Delta Financial Group
New Jersey
$686K -$14.3K -293 -2%
GCP
92
GSA Capital Partners
United Kingdom
$681K +$328K +6,699 +93%
FM
93
Foster & Motley
Ohio
$633K -$36.7K -749 -5%
BCM
94
Birch Capital Management
Texas
$628K +$535K +10,912 +573%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$624K +$624K +12,737 New
BFWM
96
Bright Futures Wealth Management
New York
$609K +$609K +11,973 New
CA
97
Cetera Advisors
Colorado
$608K +$339K +6,910 +125%
Citadel Advisors
98
Citadel Advisors
Florida
$608K +$608K +12,410 New
ARC
99
Advisor Resource Council
Texas
$579K -$1.31M -29,365 -69%
RFA
100
Resurgent Financial Advisors
Georgia
$575K +$80K +1,633 +16%
2 3
4
5 6