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Global X MLP & Energy Infrastructure ETF

184 hedge funds and large institutions have $671M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more call options, than puts

Call options by funds: $677K | Put options by funds: $461K

30% more capital invested

Capital invested by funds: $517M → $671M (+$154M)

12% more funds holding

Funds holding: 164184 (+20)

9.29% more ownership

Funds ownership: 57.08%66.37% (+9.3%)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
40
Increased
58
Reduced
55
Closed
16
Calls
$677K
Puts
$461K
Net Calls
+$216K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CoreCap Advisors
Michigan
$1.51K +$1.52K +37 New
ASN
177
Advisory Services Network
Georgia
$1.47K +$1.48K +36 New
BFEC
178
Benjamin F. Edwards & Company
Missouri
$1K -$124K -3,021 -100%
TRCT
179
Tower Research Capital (TRC)
New York
$1K -$288 -7 -35%
TFA
180
Transamerica Financial Advisors
Florida
$1K
IGWM
181
ICA Group Wealth Management
Colorado
$571 +$576 +14 New
PAG
182
Private Advisor Group
New Jersey
$537 -$36.8K -895 -6%
SIS
183
Sound Income Strategies
Florida
$448 +$453 +11 New
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$367 -$262K -6,367 -100%
LWAC
185
Laurel Wealth Advisors (California)
California
-$2.06M -55,012 Closed
Citadel Advisors
186
Citadel Advisors
Florida
-$1.56M -37,930 Closed
CWG
187
Cornerstone Wealth Group
North Carolina
-$810K -21,622 Closed
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
-$839 -20,405 Closed
LNC
189
Lincoln National Corp
Pennsylvania
-$373K -9,943 Closed
TSS
190
Two Sigma Securities
New York
-$359K -9,575 Closed
HighTower Advisors
191
HighTower Advisors
Illinois
-$334K -8,928 Closed
FCM
192
Firestone Capital Management
Florida
-$318K -8,480 Closed
Jane Street
193
Jane Street
New York
-$290K -7,730 Closed
SL
194
SWMG LLC
Texas
-$244K -6,511 Closed
BCM
195
Brookstone Capital Management
Illinois
-$246K -6,390 Closed
LSA
196
Lansing Street Advisors
Pennsylvania
-$73K -1,954 Closed
Citigroup
197
Citigroup
New York
-$16K -426 Closed
TWA
198
TCI Wealth Advisors
Arizona
-$9K -250 Closed
HI
199
Hudock Inc
Pennsylvania
-$7K -200 Closed
GWM
200
Geneos Wealth Management
Colorado
-$1K -31 Closed

MLPX Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2022, worth a combined $671M — up 30% from $517M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MLPX positions and 16 closed out — a net gain of 24 holders — while 58 added to existing stakes and 55 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $86.2M. The largest seller was Ameriprise, cutting an estimated $3.64M.

  • 184 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2022, up from 164 in Q3 2022.
  • Funds reported $671M of Global X MLP & Energy Infrastructure ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 40 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2022 and 16 closed out, a net change of +24 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2022 was Phoenix Financial, an estimated $86.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2022 was Ameriprise, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2022.