MLPX icon

Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

184 hedge funds and large institutions have $671M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
40
Increased
58
Reduced
55
Closed
16
Calls
$677K
Puts
$461K
Net Calls
+$216K
Net Calls Change
-$290K

Top Buyers

1
PF
1
Phoenix Financial
Israel
$85.4M
2
DWP
2
Destiny Wealth Partners
Florida
$3.59M
3
LPL Financial
3
LPL Financial
California
$32.4M
4
ST
4
Sageworth Trust
Pennsylvania
$3.29M
5
Cerity Partners
5
Cerity Partners
New York
$3.17M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.62M
2
LWAC
2
Laurel Wealth Advisors (California)
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$294K
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
126
Capital Asset Advisory Services
Michigan
$221K +$221K +5,425 New
Renaissance Technologies
127
Renaissance Technologies
New York
$220K +$220K +5,400 New
GC
128
Gilbert & Cook
Iowa
$210K -$2K -49 -0.9%
ACA
129
Atlas Capital Advisors
Wyoming
$208K – – –
AWS
130
Aspen Wealth Strategies
Colorado
$207K +$207K +5,083 New
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$196K -$416K -10,213 -68%
AA
132
Ancora Advisors
Ohio
$189K – – –
IWP
133
IAG Wealth Partners
Wisconsin
$169K -$65.7K -1,611 -28%
CBT
134
CoreFirst Bank & Trust
Kansas
$162K +$103K +2,515 +171%
WA
135
WestEnd Advisors
North Carolina
$114K -$367 -9 -0.3%
GI
136
Gradient Investments
Minnesota
$103K -$73.9K -1,812 -42%
BAM
137
Belpointe Asset Management
Nevada
$98.3K +$98.3K +2,412 New
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$96.8K – – –
BCM
139
Birch Capital Management
Texas
$92.4K -$22.9K -561 -20%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$87.2K -$2.12K -52 -2%
PA
141
Parallel Advisors
California
$84.5K – – –
BWM
142
Baystate Wealth Management
Massachusetts
$75K +$935 +23 +1%
PTC
143
Private Trust Company
Ohio
$68K – – –
FMB
144
Field & Main Bank
Kentucky
$57K – – –
USCWA
145
U.S. Capital Wealth Advisors
Texas
$56.4K +$56.4K +1,383 New
WAM
146
Worth Asset Management
Texas
$50.7K +$50.7K +1,245 New
FIM
147
FWL Investment Management
Texas
$36.7K +$36.7K +900 New
AIP
148
Ameritas Investment Partners
Nebraska
$31.4K +$7.13K +175 +29%
CWA
149
Core Wealth Advisors
Florida
$29.5K – – –
CAL
150
Capital Advisors Ltd
Ohio
$28K – – –
4 5
6
7 8