Global X MLP & Energy Infrastructure ETF
MLPX
179 hedge funds and large institutions have $556M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 22 closing their positions.
4,744% more call options, than puts
Call options by funds: $775K | Put options by funds: $16K
12% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 59
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
3% less funds holding
Funds holding: 184 → 179 (-5)
6.47% less ownership
Funds ownership: 66.37% → 59.9% (-6.5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less capital invested
Capital invested by funds: $671M → $556M (-$114M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.58M |
| 2 |
Morgan Stanley
New York
|
+$2.19M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.12M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.85M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$85.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.2M |
| 3 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$5.33M |
| 4 |
GG
Golden Green
Seneca,
South Carolina
|
-$2.71M |
| 5 |
GMA
Glassy Mountain Advisors
Bethesda,
Maryland
|
-$1.91M |
MLPX Hedge Fund Activity: Q1 2023 in Review
179 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2023, worth a combined $556M — down 17% from $671M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of MLPX and 20 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 66 added.
The largest buyer was Bank of America, adding an estimated $4.58M. The largest seller was Phoenix Financial, exiting entirely with an estimated $85.4M sold.
- 179 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2023, down from 184 in Q4 2022.
- Funds reported $556M of Global X MLP & Energy Infrastructure ETF stock for Q1 2023, down 17% quarter-over-quarter.
- 20 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2023 and 22 closed out, a net change of -2 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2023 was Bank of America, an estimated $4.58M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2023 was Phoenix Financial, an estimated $85.4M sold.
Based on aggregated 13F filings for Q1 2023.