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Global X MLP & Energy Infrastructure ETF

164 hedge funds and large institutions have $517M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 162 β†’ 164 (+2)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

2% less capital invested

Capital invested by funds: $530M β†’ $517M (-$13.2M)

2.52% less ownership

Funds ownership: 59.6% β†’ 57.08% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 6 β†’ 3 (-3)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
21
Increased
58
Reduced
53
Closed
18
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$78K – – –
LSA
127
Lansing Street Advisors
Pennsylvania
$73K +$1.02K +25 +1%
BWM
128
Baystate Wealth Management
Massachusetts
$68K +$936 +23 +1%
FF
129
FourThought Financial
Florida
$67K – – –
PTC
130
Private Trust Company
Ohio
$62K – – –
CBT
131
CoreFirst Bank & Trust
Kansas
$55K +$59.8K +1,470 New
FMB
132
Field & Main Bank
Kentucky
$52K – – –
TAIM
133
TD Ameritrade Investment Management
Nebraska
$42K -$1.67K -41 -4%
CWAF
134
Core Wealth Advisors (Florida)
Florida
$27K +$21.4K +526 +266%
CAL
135
Capital Advisors Ltd
Ohio
$26K – – –
CIAS
136
Capital Investment Advisory Services
North Carolina
$25K +$27.4K +674 New
BWP
137
Baldwin Wealth Partners
Massachusetts
$23K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$22K – – –
SAM
139
S.A. Mason
Michigan
$21K – – –
HI
140
Harbour Investments
Wisconsin
$19K – – –
CYG
141
Clean Yield Group
Vermont
$16K – – –
Citigroup
142
Citigroup
New York
$16K +$204 +5 +1%
MFA
143
McClarren Financial Advisors
Pennsylvania
$16K +$18.4K +451 New
GRP
144
Global Retirement Partners
California
$15K -$4.03K -99 -22%
AWM
145
Activest Wealth Management
Florida
$15K +$19.1K +470 New
AF
146
Advisornet Financial
Minnesota
$13K – – –
ATC
147
Adirondack Trust Company
New York
$13K +$5.09K +125 +53%
AIM
148
Anchor Investment Management
South Carolina
$12.6K +$13.6K +335 New
SAM
149
Strategic Asset Management
Minnesota
$12K – – –
TWM
150
Tradition Wealth Management
Minnesota
$11K +$163 +4 +1%

MLPX Hedge Fund Activity: Q3 2022 in Review

164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2022, worth a combined $517M β€” down 2.5% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPX positions and 18 closed out β€” a net gain of 3 holders β€” while 58 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $6.74M. The largest seller was Proficio Capital Partners, cutting an estimated $12.2M.

  • 164 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $517M of Global X MLP & Energy Infrastructure ETF stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 21 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2022 and 18 closed out, a net change of +3 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2022 was Bank of America, an estimated $6.74M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2022.