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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.

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

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$0
2
G
GenTrust
Florida
$13.4M
3
Cerity Partners
Cerity Partners
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$106M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
126
Eudaimonia Partners
Tennessee
$223K +$17.3K +409 +8%
EA
127
Eudaimonia Advisors
Tennessee
$222K +$222K +5,239 New
SGCA
128
Steel Grove Capital Advisors
Tennessee
$220K +$220K +5,180 New
SF
129
Synovus Financial
Georgia
$201K +$201K +4,745 New
William Blair & Company
130
William Blair & Company
Illinois
$198K +$195K +4,600 +5,750%
AA
131
Ancora Advisors
Ohio
$196K -$678 -16 -0.3%
WA
132
WestEnd Advisors
North Carolina
$194K +$194K +4,587 New
AC
133
AlphaCore Capital
California
$182K – – –
NS
134
NBC Securities
Alabama
$164K +$164K +3,880 New
FDCC
135
Foster Dykema Cabot & Co
Massachusetts
$146K – – –
IWP
136
IAG Wealth Partners
Wisconsin
$142K -$18K -424 -11%
GI
137
Gradient Investments
Minnesota
$114K – – –
PA
138
Parallel Advisors
California
$110K +$297 +7 +0.3%
BBHC
139
Brown Brothers Harriman & Co
New York
$108K – – –
FIM
140
FWL Investment Management
Texas
$102K +$102K +2,400 New
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$83.7K -$4.41K -104 -5%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$81.3K -$6.7K -158 -8%
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K +$79K +1,864 New
BCM
144
Birch Capital Management
Texas
$75.7K – – –
FMB
145
Field & Main Bank
Kentucky
$74.2K +$1.48K +35 +2%
BWM
146
Baystate Wealth Management
Massachusetts
$61.2K +$848 +20 +1%
PTC
147
Private Trust Company
Ohio
$44.5K -$25.7K -606 -37%
Citadel Advisors
148
Citadel Advisors
Florida
$36.2K -$251K -5,918 -87%
GRP
149
Global Retirement Partners
California
$34.7K -$25K -615 -42%
AIP
150
Ameritas Investment Partners
Nebraska
$31.4K -$848 -20 -3%
4 5
6
7 8