MLPX icon

Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

185 hedge funds and large institutions have $722M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
25
Increased
71
Reduced
50
Closed
12
Calls
$821K
Puts
$669K
Net Calls
+$152K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$8.49M
4
Cerity Partners
4
Cerity Partners
New York
$3.4M
5
ARC
5
Advisor Resource Council
Texas
$1.89M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$4.91M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
SC
3
Savoie Capital
Illinois
$0
4
AP
4
Americana Partners
Texas
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
101
HBW Advisory Services
California
$416K +$416K +9,315 New
PWM
102
Palumbo Wealth Management
New York
$405K +$405K +9,082 New
EWA
103
EP Wealth Advisors
California
$402K – – –
EH
104
Equitable Holdings
New York
$378K -$26.8K -600 -7%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$374K +$3.75K +84 +1%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$374K +$20.4K +457 +6%
FHA
107
Flagship Harbor Advisors
Massachusetts
$374K -$117K -2,611 -24%
PCA
108
Private Capital Advisors
Connecticut
$357K – – –
ACA
109
Atlas Capital Advisors
Wyoming
$339K – – –
SFP
110
Sweet Financial Partners
Minnesota
$335K – – –
PCP
111
Proficio Capital Partners
Massachusetts
$326K – – –
GCP
112
GSA Capital Partners
United Kingdom
$321K +$321K +7,200 New
CW
113
Channel Wealth
California
$315K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$312K – – –
Bank of New York Mellon
115
Bank of New York Mellon
New York
$301K -$45 -1 -0%
EWM
116
Endowment Wealth Management
Wisconsin
$300K -$99.2K -2,224 -25%
MW
117
MBL Wealth
North Carolina
$293K +$669 +15 +0.2%
PFA
118
Pettinga Financial Advisors
Indiana
$287K – – –
GIA
119
Gladstone Institutional Advisory
Florida
$285K -$80K -1,794 -22%
CFGS
120
Concourse Financial Group Securities
Alabama
$263K +$3.48K +78 +1%
SGCA
121
Steel Grove Capital Advisors
Tennessee
$258K +$26.4K +591 +11%
CRC
122
Curi RMB Capital
Illinois
$252K – – –
AWS
123
Aspen Wealth Strategies
Colorado
$251K +$17.5K +392 +7%
EP
124
Eudaimonia Partners
Tennessee
$246K +$11.1K +249 +5%
CA
125
Cetera Advisors
Colorado
$246K -$68.7K -1,540 -22%
3 4
5
6 7