MLPX icon

Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

179 hedge funds and large institutions have $556M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
20
Increased
66
Reduced
59
Closed
22
Calls
$775K
Puts
$16K
Net Calls
+$759K
Net Calls Change
+$543K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$65.4M
2
Morgan Stanley
Morgan Stanley
New York
$105M
3
Wells Fargo
Wells Fargo
California
$24.3M
4
SWA
Stratos Wealth Advisors
Ohio
$2.31M
5
EWA
EP Wealth Advisors
California
$1.62M

Top Sellers

1
PF
Phoenix Financial
Israel
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
3
ICG
InterOcean Capital Group
Tennessee
$0
4
GG
Golden Green
South Carolina
$4.4M
5
GMA
Glassy Mountain Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$26.9K – – –
SWM
152
Spire Wealth Management
Virginia
$26.1K +$1.2K +30 +5%
NA
153
NewEdge Advisors
Louisiana
$25.6K -$206K -5,162 -89%
WAM
154
Worth Asset Management
Texas
$24K -$25.8K -645 -52%
BWP
155
Baldwin Wealth Partners
Massachusetts
$24K – – –
SAM
156
S.A. Mason
Michigan
$22.8K – – –
Citadel Advisors
157
Citadel Advisors
Florida
$21.3K +$21.3K +534 New
GWSG
158
GPS Wealth Strategies Group
Colorado
$18.8K +$18.8K +471 New
MFA
159
McClarren Financial Advisors
Pennsylvania
$18K +$233 +6 +1%
CYG
160
Clean Yield Group
Vermont
$17.5K – – –
HI
161
Harbour Investments
Wisconsin
$17.5K – – –
ATC
162
Adirondack Trust Company
New York
$14.4K – – –
AF
163
Advisornet Financial
Minnesota
$14.3K – – –
WP
164
WealthShield Partners
North Carolina
$13.9K +$13.9K +349 New
AIM
165
Anchor Investment Management
South Carolina
$13.4K – – –
TWM
166
Tradition Wealth Management
Minnesota
$12K – – –
SS
167
Sunbelt Securities
Texas
$11.9K +$11.9K +300 New
LF
168
Lee Financial
Texas
$9.99K – – –
TAIM
169
TD Ameritrade Investment Management
Nebraska
$8K -$7.04K -175 -47%
MWM
170
Mascoma Wealth Management
New Hampshire
$5.07K – – –
FAM
171
Family Asset Management
South Carolina
$3.92K -$23.4K -585 -86%
William Blair & Company
172
William Blair & Company
Illinois
$3.2K – – –
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$2.4K +$117 +2,939 +5%
TAM
174
Tucker Asset Management
Colorado
$2.32K – – –
WIM
175
WealthPlan Investment Management
Nebraska
$2.28K +$2.28K +57 New
5 6
7
8 9