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Global X MLP & Energy Infrastructure ETF

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

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0.13% less ownership

Funds ownership: 60.35%60.22% (-0.13%)

1% less capital invested

Capital invested by funds: $571M → $568M (-$3.67M)

3% less funds holding

Funds holding: 182176 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

31% less call options, than puts

Call options by funds: $420K | Put options by funds: $606K

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.79%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
151
Core Wealth Advisors (Florida)
Florida
$30.7K
CAL
152
Capital Advisors Ltd
Ohio
$30K
Franklin Resources
153
Franklin Resources
California
$26.5K
SWM
154
Spire Wealth Management
Virginia
$25.7K
BWP
155
Baldwin Wealth Partners
Massachusetts
$25.4K
SAM
156
S.A. Mason
Michigan
$24.2K
NCM
157
Northwest Capital Management
Oregon
$20.1K
MFA
158
McClarren Financial Advisors
Pennsylvania
$20K +$298 +7 +1%
CYG
159
Clean Yield Group
Vermont
$18.9K
HI
160
Harbour Investments
Wisconsin
$18.5K
AF
161
Advisornet Financial
Minnesota
$15.2K
WP
162
WealthShield Partners
North Carolina
$14.8K
AIM
163
Anchor Investment Management
South Carolina
$14.2K
RIA
164
Realta Investment Advisors
Delaware
$13K
SS
165
Sunbelt Securities
Texas
$12.7K
CAL
166
Capital Analysts LLC
Pennsylvania
$11K
LF
167
Lee Financial
Texas
$10.6K
RDFA
168
Ritter Daniher Financial Advisory
Ohio
$9.54K +$9.57K +225 New
FGA
169
Fortis Group Advisors
New Jersey
$4.07K +$4.08K +96 New
PWMG
170
Provence Wealth Management Group
California
$3.01K +$3.02K +71 New
TAM
171
Tucker Asset Management
Colorado
$2.46K
JPWM
172
Jamison Private Wealth Management
Georgia
$2.38K +$2.38K +56 New
ACA
173
Aptus Capital Advisors
Alabama
$1.74K +$1.74K +41 New
TRCT
174
Tower Research Capital (TRC)
New York
$1.36K -$808 -19 -37%
TFA
175
Transamerica Financial Advisors
Florida
$1K

MLPX Hedge Fund Activity: Q3 2023 in Review

176 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2023, worth a combined $568M — down 0.64% from $571M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MLPX and 21 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 60 added.

The largest buyer was Baker Avenue Asset Management, adding an estimated $3.68M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $9.88M sold.

  • 176 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2023, down from 182 in Q2 2023.
  • Funds reported $568M of Global X MLP & Energy Infrastructure ETF stock for Q3 2023, down 0.64% quarter-over-quarter.
  • 21 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2023 and 26 closed out, a net change of -5 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2023 was Baker Avenue Asset Management, an estimated $3.68M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2023 was Morningstar Investment Services, an estimated $9.88M sold.

Based on aggregated 13F filings for Q3 2023.