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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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
Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.84%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.7M
2
TLP
2
Trinity Legacy Partners
Texas
$4.33M
3
Ameriprise
3
Ameriprise
Minnesota
$6.64M
4
BAAM
4
Baker Avenue Asset Management
California
$2.51M
5
LPL Financial
5
LPL Financial
California
$26.7M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$593K
2
ICG
2
InterOcean Capital Group
Tennessee
$4.79M
3
Morgan Stanley
3
Morgan Stanley
New York
$97.1M
4
EL
4
Essex LLC
Illinois
$4.23M
5
NFG
5
Nations Financial Group
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
151
Realta Investment Advisors
Delaware
$11K +$11K +300 New
TWA
152
TCI Wealth Advisors
Arizona
$9K – – –
LF
153
Lee Financial
Texas
$9K – – –
HI
154
Hudock Inc
Pennsylvania
$7K – – –
MWM
155
Mascoma Wealth Management
New Hampshire
$5K -$19.5K -484 -80%
William Blair & Company
156
William Blair & Company
Illinois
$4K – – –
SWM
157
Spire Wealth Management
Virginia
$4K +$1.86K +55 +87%
HBW
158
Hazlett, Burt & Watson
West Virginia
$3K – – –
TAM
159
Tucker Asset Management
Colorado
$2.45K – – –
AssetMark Inc
160
AssetMark Inc
California
$2K – – –
GWM
161
Geneos Wealth Management
Colorado
$1K -$1.1K -34 -52%
TFA
162
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
163
Tower Research Capital (TRC)
New York
$1K +$350 +7 +54%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$839 +$839 +20,405 New
NFG
165
Nations Financial Group
Iowa
– -$3.26M -85,571 Closed
TW
166
Transform Wealth
Colorado
– -$1.53M -40,212 Closed
3AM
167
3EDGE Asset Management
Florida
– -$1.48M -38,759 Closed
Goldman Sachs
168
Goldman Sachs
New York
– -$1.45M -38,143 Closed
AFA
169
Atlas Financial Advisors
California
– -$550K -14,439 Closed
EWA
170
EP Wealth Advisors
California
– -$353K -9,255 Closed
AWS
171
AJ Wealth Strategies
New York
– -$329K -8,635 Closed
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
– -$242K -6,349 Closed
ST
173
Sageworth Trust
Pennsylvania
– -$228K -5,979 Closed
Renaissance Technologies
174
Renaissance Technologies
New York
– -$225K -5,900 Closed
AWM
175
AE Wealth Management
Kansas
– -$220K -5,781 Closed
4 5 6
7
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