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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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
Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.97%
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

Top Buyers

1
PF
1
Phoenix Financial
Israel
$85.4M
2
DWP
2
Destiny Wealth Partners
Florida
$3.59M
3
LPL Financial
3
LPL Financial
California
$32.4M
4
ST
4
Sageworth Trust
Pennsylvania
$3.29M
5
Cerity Partners
5
Cerity Partners
New York
$3.17M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.62M
2
LWAC
2
Laurel Wealth Advisors (California)
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$294K
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
Gladstone Institutional Advisory
Florida
$388K +$388K +9,516 New
PCA
102
Prosperity Capital Advisors
Ohio
$386K +$386K +9,474 New
Two Sigma Investments
103
Two Sigma Investments
New York
$379K +$379K +9,300 New
FHA
104
Flagship Harbor Advisors
Massachusetts
$354K +$354K +8,690 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$349K -$36.1K -885 -9%
PCP
106
Proficio Capital Partners
Massachusetts
$348K -$297K -7,295 -46%
EWP
107
Engrave Wealth Partners
Texas
$342K +$67.5K +1,615 +25%
LWM
108
Laidlaw Wealth Management
New York
$332K -$104K -2,545 -24%
PFA
109
Pettinga Financial Advisors
Indiana
$331K -$147K -3,600 -31%
PCA
110
Private Capital Advisors
Connecticut
$326K – – –
CMI
111
Clare Market Investments
Texas
$325K -$46.6K -1,143 -13%
SFP
112
Sweet Financial Partners
Minnesota
$306K -$4.08K -100 -1%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$303K +$9.13K +224 +3%
MW
114
MBL Wealth
North Carolina
$299K -$243K -5,960 -45%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$294K -$1.09M -26,857 -79%
BC
116
Burney Company
Virginia
$287K +$40.3K +989 +16%
GVAG
117
Great Valley Advisor Group
Delaware
$284K -$15.5K -380 -5%
Lido Advisors
118
Lido Advisors
California
$278K +$938 +23 +0.3%
RFA
119
Resurgent Financial Advisors
Georgia
$271K +$271K +6,637 New
KIA
120
Knollwood Investment Advisory
Maryland
$264K +$264K +6,475 New
FA
121
Fermata Advisors
California
$253K +$253K +6,198 New
FPCM
122
Financial Partners Capital Management
New York
$247K – – –
ZIMP
123
Zimmermann Investment Management & Planning
Pennsylvania
$247K -$200K -4,903 -45%
NA
124
NewEdge Advisors
Louisiana
$236K +$236K +5,802 New
ARC
125
Advisor Resource Council
Texas
$234K +$234K +5,729 New
3 4
5
6 7