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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

182 hedge funds and large institutions have $571M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
55
Reduced
69
Closed
17
Calls
$565K
Puts
$75K
Net Calls
+$490K
Net Calls Change
-$269K

Top Buyers

1
CW
Connectus Wealth
Ohio
$7.88M
2
Bank of America
Bank of America
North Carolina
$72.2M
3
NA
NewEdge Advisors
Louisiana
$2.74M
4
GMA
Glassy Mountain Advisors
Maryland
$2.12M
5
Two Sigma Investments
Two Sigma Investments
New York
$1.09M

Top Sellers

1
WMR
Wealth Management Resources
Rhode Island
$0
2
LPL Financial
LPL Financial
California
$31.8M
3
RJA
Raymond James & Associates
Florida
$1.37M
4
GEM
Global Endowment Management
North Carolina
$8.94M
5
Morgan Stanley
Morgan Stanley
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Core Wealth Advisors
Florida
$30.1K – – –
CAL
152
Capital Advisors Ltd
Ohio
$29K – – –
CIAS
153
Capital Investment Advisory Services
North Carolina
$28K – – –
Franklin Resources
154
Franklin Resources
California
$26K +$26K +625 New
SWM
155
Spire Wealth Management
Virginia
$25.2K -$1.91K -46 -7%
BWP
156
Baldwin Wealth Partners
Massachusetts
$24.9K – – –
SAM
157
S.A. Mason
Michigan
$22.8K – – –
NCM
158
Northwest Capital Management
Oregon
$19.7K +$19.7K +475 New
MFA
159
McClarren Financial Advisors
Pennsylvania
$19K +$283 +7 +2%
CYG
160
Clean Yield Group
Vermont
$18.2K – – –
HI
161
Harbour Investments
Wisconsin
$18.2K – – –
ATC
162
Adirondack Trust Company
New York
$15.6K – – –
AF
163
Advisornet Financial
Minnesota
$14.9K – – –
WP
164
WealthShield Partners
North Carolina
$14.5K – – –
AIM
165
Anchor Investment Management
South Carolina
$13.9K – – –
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$13.9K +$13.8K +1,135 +12,611%
TWM
167
Tradition Wealth Management
Minnesota
$13K – – –
RIA
168
Realta Investment Advisors
Delaware
$13K +$13K +312 New
SS
169
Sunbelt Securities
Texas
$12.5K – – –
LF
170
Lee Financial
Texas
$10.4K – – –
CAL
171
Capital Analysts LLC
Pennsylvania
$10K +$10K +250 New
OIS
172
Okabena Investment Services
Minnesota
$7.52K +$7.52K +181 New
CPG
173
Cornerstone Planning Group
New Jersey
$5.78K +$5.78K +139 New
FAM
174
Family Asset Management
South Carolina
$3.49K -$582 -14 -14%
William Blair & Company
175
William Blair & Company
Illinois
$3.33K – – –
4 5 6
7
8