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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 %
CIA
176
Cape Investment Advisory
Georgia
$2.62K +$291 +7 +13%
TAM
177
Tucker Asset Management
Colorado
$2.41K – – –
WIM
178
WealthPlan Investment Management
Nebraska
$2.37K – – –
TRCT
179
Tower Research Capital (TRC)
New York
$2.12K +$416 +10 +24%
CAS
180
Coppell Advisory Solutions
Texas
$1.24K +$1.24K +30 New
TFA
181
Transamerica Financial Advisors
Florida
$1K – – –
IGWM
182
ICA Group Wealth Management
Colorado
$499 +$499 +12 New
WMR
183
Wealth Management Resources
Rhode Island
– -$5.49M -137,218 Closed
LCWP
184
Legacy Capital Wealth Partners
Arkansas
– -$1.81M -45,225 Closed
AFA
185
Atlas Financial Advisors
California
– -$588K -14,723 Closed
Wolverine Trading
186
Wolverine Trading
Illinois
– -$383K -9,661 Closed
SW
187
SVB Wealth
Massachusetts
– -$385K -9,635 Closed
GVAG
188
Great Valley Advisor Group
Delaware
– -$277K -6,935 Closed
ZIMP
189
Zimmermann Investment Management & Planning
Pennsylvania
– -$217K -5,428 Closed
AWS
190
Aspen Wealth Strategies
Colorado
– -$205K -5,135 Closed
CMI
191
Clare Market Investments
Texas
– -$205K -5,127 Closed
BAM
192
Belpointe Asset Management
Nevada
– -$98.5K -2,466 Closed
IA
193
IFP Advisors
Florida
– -$33.5K -1,418 Closed
FIM
194
FWL Investment Management
Texas
– -$36K -900 Closed
WAM
195
Worth Asset Management
Texas
– -$24K -600 Closed
GWSG
196
GPS Wealth Strategies Group
Colorado
– -$18.8K -471 Closed
TAIM
197
TD Ameritrade Investment Management
Nebraska
– -$8K -199 Closed
MWM
198
Mascoma Wealth Management
New Hampshire
– -$5.07K -124 Closed
AAS
199
Ameritas Advisory Services
Nebraska
– -$1.5K -37 Closed
WA
200
WestEnd Advisors
North Carolina
– -$167K – –
4 5 6 7
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