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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

185 hedge funds and large institutions have $722M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
25
Increased
71
Reduced
50
Closed
12
Calls
$821K
Puts
$669K
Net Calls
+$152K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$220M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.7M
3
Stifel Financial
Stifel Financial
Missouri
$8.49M
4
Cerity Partners
Cerity Partners
New York
$3.4M
5
ARC
Advisor Resource Council
Texas
$1.89M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$4.91M
2
Wells Fargo
Wells Fargo
California
$23.8M
3
SC
Savoie Capital
Illinois
$0
4
AP
Americana Partners
Texas
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oakworth Capital
Alabama
$44.6K +$44.6K +1,000 New
JFA
152
JNBA Financial Advisors
Minnesota
$35.7K +$35.7K +800 New
AIP
153
Ameritas Investment Partners
Nebraska
$33.1K – – –
CWA
154
Core Wealth Advisors
Florida
$32.3K – – –
CAL
155
Capital Advisors Ltd
Ohio
$31K – – –
Franklin Resources
156
Franklin Resources
California
$27.9K – – –
SAM
157
S.A. Mason
Michigan
$25.4K – – –
HI
158
Harbour Investments
Wisconsin
$23.9K +$4.37K +98 +22%
FHA
159
First Horizon Advisors
Tennessee
$22.3K +$22.3K +500 New
MFA
160
McClarren Financial Advisors
Pennsylvania
$22K +$318 +7 +1%
NCM
161
Northwest Capital Management
Oregon
$21.2K – – –
CYG
162
Clean Yield Group
Vermont
$19.6K – – –
BWM
163
BKM Wealth Management
Wisconsin
$18.6K +$18.6K +417 New
AF
164
Advisornet Financial
Minnesota
$16K – – –
WP
165
WealthShield Partners
North Carolina
$15.6K – – –
AIM
166
Anchor Investment Management
South Carolina
$14.9K – – –
SS
167
Sunbelt Securities
Texas
$13.4K – – –
LF
168
Lee Financial
Texas
$11.2K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$11K – – –
RDFA
170
Ritter Daniher Financial Advisory
Ohio
$10K – – –
FGA
171
Fortis Group Advisors
New Jersey
$8.57K +$4.28K +96 +100%
US Bancorp
172
US Bancorp
Minnesota
$7.81K +$7.81K +175 New
ACA
173
Aptus Capital Advisors
Alabama
$4.73K +$2.9K +65 +159%
SWM
174
Spire Wealth Management
Virginia
$4.47K -$22.1K -505 -83%
ASN
175
Advisory Services Network
Georgia
$3.39K +$3.39K +76 New
4 5 6
7
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