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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

199 hedge funds and large institutions have $1.11B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
81
Reduced
44
Closed
10
Calls
$2.7M
Puts
$36K
Net Calls
+$2.66M
Net Calls Change
+$1.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$435M
2
PF
2
Phoenix Financial
Israel
$30.9M
3
ECM
3
Evergreen Capital Management
Washington
$22.1M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$9.77M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$10.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$243K
2
FCM
2
Firestone Capital Management
Florida
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$0
4
LPL Financial
4
LPL Financial
California
$41.5M
5
VWM
5
Venturi Wealth Management
Texas
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
101
One Charles Private Wealth Services
Massachusetts
$778K +$36.4K +713 +5%
MPW
102
MGO Private Wealth
California
$737K +$1.23K +24 +0.2%
CL
103
Choreo LLC
Illinois
$723K -$25.5K -500 -3%
DFG
104
Delta Financial Group
New Jersey
$716K +$409 +8 +0.1%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$711K +$60.3K +1,182 +9%
SWP
106
Stratos Wealth Partners
Ohio
$679K +$103K +2,019 +18%
SIG
107
Stonegate Investment Group
Alabama
$659K +$659K +12,900 New
FM
108
Foster & Motley
Ohio
$655K -$4.34K -85 -0.7%
BFWM
109
Bright Futures Wealth Management
New York
$655K +$34.5K +666 +6%
CWM
110
Collaborative Wealth Management
Florida
$582K -$5.41K -106 -0.9%
Creative Planning
111
Creative Planning
Kansas
$568K -$287K -5,625 -34%
PCA
112
Prosperity Capital Advisors
Ohio
$531K +$817 +16 +0.2%
OWA
113
ORBA Wealth Advisors
Illinois
$528K +$153 +3 +0%
EH
114
Equitable Holdings
New York
$518K +$85.7K +1,678 +20%
SI
115
Stephens Inc
Arkansas
$518K – – –
HAS
116
HBW Advisory Services
California
$504K +$28.6K +560 +6%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$490K +$296K +5,808 +153%
PAG
118
Private Advisor Group
New Jersey
$474K -$36.6K -716 -7%
PWM
119
Palumbo Wealth Management
New York
$464K – – –
EWA
120
EP Wealth Advisors
California
$460K – – –
IWM
121
IHT Wealth Management
Illinois
$435K +$435K +8,523 New
PCA
122
Private Capital Advisors
Connecticut
$408K – – –
ACA
123
Atlas Capital Advisors
Wyoming
$388K – – –
SFP
124
Sweet Financial Partners
Minnesota
$383K – – –
AAS
125
Avantax Advisory Services
Texas
$380K +$65.4K +1,281 +21%
3 4
5
6 7