MLPX icon

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
+$3.67M
2
Bank of America
Bank of America
North Carolina
+$1.92M
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
-$9.88M
2
G
GenTrust
Florida
-$3.7M
3
Cerity Partners
Cerity Partners
New York
-$3.09M
4
Morgan Stanley
Morgan Stanley
New York
-$3.04M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Core Wealth Advisors
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 +$294 +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 +$9.54K +225 New
FGA
169
Fortis Group Advisors
New Jersey
$4.07K +$4.07K +96 New
PWMG
170
Provence Wealth Management Group
California
$3.01K +$3.01K +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 -$805 -19 -37%
TFA
175
Transamerica Financial Advisors
Florida
$1K – – –
5 6
7
8 9