We are live on ! Find out more
MLPX icon

Global X MLP & Energy Infrastructure ETF

164 hedge funds and large institutions have $517M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 162164 (+2)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

2% less capital invested

Capital invested by funds: $530M → $517M (-$13.2M)

2.52% less ownership

Funds ownership: 59.6%57.08% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
21
Increased
58
Reduced
53
Closed
18
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
101
Firestone Capital Management
Florida
$318K -$32.6K -800 -9%
LIM
102
Leavell Investment Management
Alabama
$306K +$332K +8,169 New
PCA
103
Private Capital Advisors
Connecticut
$300K
Jane Street
104
Jane Street
New York
$290K -$2M -49,174 -86%
SFP
105
Sweet Financial Partners
Minnesota
$285K
GVAG
106
Great Valley Advisor Group
Delaware
$275K -$977 -24 -0.3%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$270K +$227K +5,580 +341%
Cerity Partners
108
Cerity Partners
New York
$259K +$1.95K +48 +0.7%
Lido Advisors
109
Lido Advisors
California
$254K +$977 +24 +0.4%
EWP
110
Engrave Wealth Partners
Texas
$247K +$2.16K +53 +0.8%
BCM
111
Brookstone Capital Management
Illinois
$246K +$260K +6,390 New
SL
112
SWMG LLC
Texas
$244K +$265K +6,511 New
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$239K +$260K +6,376 New
FPCM
114
Financial Partners Capital Management
New York
$227K
BC
115
Burney Company
Virginia
$227K
GC
116
Gilbert & Cook
Iowa
$219K -$15.1K -370 -7%
IWP
117
IAG Wealth Partners
Wisconsin
$216K -$180K -4,423 -43%
ACA
118
Atlas Capital Advisors
Wyoming
$191K
AA
119
Ancora Advisors
Ohio
$173K
GI
120
Gradient Investments
Minnesota
$163K -$3.38K -83 -2%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$114K -$1.59K -39 -1%
BCM
122
Birch Capital Management
Texas
$106K +$30.8K +756 +37%
WA
123
WestEnd Advisors
North Carolina
$105K -$2.2K -54 -2%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$89K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$82K +$122 +3 +0.1%

MLPX Hedge Fund Activity: Q3 2022 in Review

164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2022, worth a combined $517M — down 2.5% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPX positions and 18 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $6.74M. The largest seller was Proficio Capital Partners, cutting an estimated $12.2M.

  • 164 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $517M of Global X MLP & Energy Infrastructure ETF stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 21 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2022 and 18 closed out, a net change of +3 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2022 was Bank of America, an estimated $6.74M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2022.