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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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.

Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
20
Increased
66
Reduced
59
Closed
22
Calls
$775K
Puts
$16K
Net Calls
+$759K
Net Calls Change
+$543K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$65.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Wells Fargo
3
Wells Fargo
California
$24.3M
4
SWA
4
Stratos Wealth Advisors
Ohio
$2.31M
5
EWA
5
EP Wealth Advisors
California
$1.62M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.3M
3
ICG
3
InterOcean Capital Group
Tennessee
$0
4
GG
4
Golden Green
South Carolina
$4.4M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
101
One Charles Private Wealth Services
Massachusetts
$393K +$393K +9,830 New
EWM
102
Endowment Wealth Management
Wisconsin
$391K -$3K -75 -0.8%
SW
103
SVB Wealth
Massachusetts
$385K – – –
Wolverine Trading
104
Wolverine Trading
Illinois
$383K +$383K +9,661 New
GIA
105
Gladstone Institutional Advisory
Florida
$377K -$3.2K -80 -0.8%
ARC
106
Advisor Resource Council
Texas
$368K +$135K +3,319 +58%
EH
107
Equitable Holdings
New York
$362K -$40K -1,000 -10%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$360K +$18.2K +455 +5%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$354K -$86.9K -2,178 -20%
AP
110
Arlington Partners
Alabama
$350K -$231K -5,790 -40%
PCA
111
Private Capital Advisors
Connecticut
$320K – – –
ACA
112
Atlas Capital Advisors
Wyoming
$304K +$99.9K +2,500 +49%
SFP
113
Sweet Financial Partners
Minnesota
$300K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$297K – – –
RFA
115
Resurgent Financial Advisors
Georgia
$297K +$31.8K +795 +12%
MW
116
MBL Wealth
North Carolina
$289K -$4K -100 -1%
PFA
117
Pettinga Financial Advisors
Indiana
$286K -$38K -950 -12%
BC
118
Burney Company
Virginia
$281K -$799 -20 -0.3%
GVAG
119
Great Valley Advisor Group
Delaware
$277K -$959 -24 -0.3%
Lido Advisors
120
Lido Advisors
California
$273K +$999 +25 +0.4%
CW
121
Channel Wealth
California
$265K +$265K +6,626 New
KIA
122
Knollwood Investment Advisory
Maryland
$259K – – –
GFS
123
GYL Financial Synergies
Connecticut
$254K +$254K +6,364 New
EP
124
Eudaimonia Partners
Tennessee
$237K +$237K +5,925 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$234K +$41.1K +1,026 +21%
3 4
5
6 7