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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

176 hedge funds and large institutions have $568M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 26 closing their positions.

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
60
Reduced
58
Closed
26
Calls
$420K
Puts
$606K
Net Calls
-$186K
Net Calls Change
-$676K

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$5.44M
2
Bank of America
2
Bank of America
North Carolina
$75.6M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.91M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$1.79M
5
Comerica Bank
5
Comerica Bank
Texas
$1.71M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$0
2
G
2
GenTrust
Florida
$13.4M
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$106M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Endowment Wealth Management
Wisconsin
$379K -$21.9K -516 -5%
RFA
102
Resurgent Financial Advisors
Georgia
$378K +$37.6K +888 +11%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$352K +$303K +7,157 +626%
GIA
104
Gladstone Institutional Advisory
Florida
$347K -$23.2K -548 -6%
PCA
105
Private Capital Advisors
Connecticut
$339K – – –
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$336K -$57.7K -1,363 -15%
FCM
107
Firestone Capital Management
Florida
$333K – – –
TI
108
Tidal Investments
Wisconsin
$333K -$239K -5,642 -42%
LEFP
109
Leading Edge Financial Planning
Tennessee
$326K -$121K -2,864 -27%
ACA
110
Atlas Capital Advisors
Wyoming
$322K – – –
SWP
111
Stratos Wealth Partners
Ohio
$321K +$13.7K +324 +4%
SFP
112
Sweet Financial Partners
Minnesota
$318K – – –
PCP
113
Proficio Capital Partners
Massachusetts
$309K -$108K -2,539 -26%
CW
114
Channel Wealth
California
$299K +$12.7K +300 +4%
CA
115
Cetera Advisors
Colorado
$299K +$70K +1,651 +31%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$296K -$18.9K -445 -6%
Lido Advisors
117
Lido Advisors
California
$292K +$1.14K +27 +0.4%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$286K +$286K +6,752 New
MW
119
MBL Wealth
North Carolina
$278K -$29.7K -700 -10%
PFA
120
Pettinga Financial Advisors
Indiana
$272K -$721 -17 -0.3%
GFS
121
GYL Financial Synergies
Connecticut
$270K – – –
AAS
122
Avantax Advisory Services
Texas
$258K +$25.9K +610 +11%
CFGS
123
Concourse Financial Group Securities
Alabama
$247K -$5.98K -141 -2%
CRC
124
Curi RMB Capital
Illinois
$240K – – –
AWS
125
Aspen Wealth Strategies
Colorado
$225K +$225K +5,238 New
3 4
5
6 7