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Global X MLP & Energy Infrastructure ETF

184 hedge funds and large institutions have $671M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more call options, than puts

Call options by funds: $677K | Put options by funds: $461K

30% more capital invested

Capital invested by funds: $517M → $671M (+$154M)

12% more funds holding

Funds holding: 164184 (+20)

9.29% more ownership

Funds ownership: 57.08%66.37% (+9.3%)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
40
Increased
58
Reduced
55
Closed
16
Calls
$677K
Puts
$461K
Net Calls
+$216K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$388K +$392K +9,516 New
PCA
102
Prosperity Capital Advisors
Ohio
$386K +$390K +9,474 New
Two Sigma Investments
103
Two Sigma Investments
New York
$379K +$383K +9,300 New
FHA
104
Flagship Harbor Advisors
Massachusetts
$354K +$358K +8,690 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$349K -$36.4K -885 -9%
PCP
106
Proficio Capital Partners
Massachusetts
$348K -$300K -7,295 -46%
EWP
107
Engrave Wealth Partners
Texas
$342K +$66.5K +1,615 +25%
LWM
108
Laidlaw Wealth Management
New York
$332K -$105K -2,545 -24%
PFA
109
Pettinga Financial Advisors
Indiana
$331K -$148K -3,600 -31%
PCA
110
Private Capital Advisors
Connecticut
$326K
CMI
111
Clare Market Investments
Texas
$325K -$47.1K -1,143 -13%
SFP
112
Sweet Financial Partners
Minnesota
$306K -$4.12K -100 -1%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$303K +$9.22K +224 +3%
MW
114
MBL Wealth
North Carolina
$299K -$245K -5,960 -45%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$294K -$1.11M -26,857 -79%
BC
116
Burney Company
Virginia
$287K +$40.7K +989 +16%
GVAG
117
Great Valley Advisor Group
Delaware
$284K -$15.6K -380 -5%
Lido Advisors
118
Lido Advisors
California
$278K +$947 +23 +0.3%
RFA
119
Resurgent Financial Advisors
Georgia
$271K +$273K +6,637 New
KIA
120
Knollwood Investment Advisory
Maryland
$264K +$267K +6,475 New
FA
121
Fermata Advisors
California
$253K +$255K +6,198 New
FPCM
122
Financial Partners Capital Management
New York
$247K
ZIMP
123
Zimmermann Investment Management & Planning
Pennsylvania
$247K -$202K -4,903 -45%
NA
124
NewEdge Advisors
Louisiana
$236K +$239K +5,802 New
ARC
125
Advisor Resource Council
Texas
$234K +$236K +5,729 New

MLPX Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2022, worth a combined $671M — up 30% from $517M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MLPX positions and 16 closed out — a net gain of 24 holders — while 58 added to existing stakes and 55 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $86.2M. The largest seller was Ameriprise, cutting an estimated $3.64M.

  • 184 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2022, up from 164 in Q3 2022.
  • Funds reported $671M of Global X MLP & Energy Infrastructure ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 40 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2022 and 16 closed out, a net change of +24 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2022 was Phoenix Financial, an estimated $86.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2022 was Ameriprise, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2022.