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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
$5.44M
2
Bank of America
Bank of America
North Carolina
$75.6M
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
$0
2
G
GenTrust
Florida
$13.4M
3
Cerity Partners
Cerity Partners
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$106M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
176
Briaud Financial Planning
Texas
$1K +$1K +32 New
MIS
177
Morningstar Investment Services
Illinois
– -$9.88M -239,361 Closed
Cerity Partners
178
Cerity Partners
New York
– -$3.09M -74,233 Closed
PIWA
179
Prevail Innovative Wealth Advisors
Kansas
– -$1.72M -41,378 Closed
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
– -$1.54M -36,937 Closed
Marshall Wace
181
Marshall Wace
United Kingdom
– -$479K -11,530 Closed
BIP
182
Blueprint Investment Partners
North Carolina
– -$460K -11,069 Closed
HAS
183
HBW Advisory Services
California
– -$393K -9,457 Closed
AP
184
Arlington Partners
Alabama
– -$364K -8,751 Closed
GCP
185
GSA Capital Partners
United Kingdom
– -$320K -7,686 Closed
BC
186
Burney Company
Virginia
– -$290K -6,976 Closed
KIA
187
Knollwood Investment Advisory
Maryland
– -$269K -6,475 Closed
WS
188
Wedbush Securities
California
– -$251K -6,045 Closed
SWM
189
SFG Wealth Management
Maryland
– -$234K -5,634 Closed
FTUS
190
Flow Traders U.S.
New York
– -$208K -5,014 Closed
CAAS
191
Capital Asset Advisory Services
Michigan
– -$204K -4,872 Closed
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
– -$166K -3,992 Closed
CIAS
193
Capital Investment Advisory Services
North Carolina
– -$28K -674 Closed
ATC
194
Adirondack Trust Company
New York
– -$15.6K -360 Closed
TWM
195
Tradition Wealth Management
Minnesota
– -$13K -304 Closed
OIS
196
Okabena Investment Services
Minnesota
– -$7.52K -181 Closed
CPG
197
Cornerstone Planning Group
New Jersey
– -$5.78K -139 Closed
FAM
198
Family Asset Management
South Carolina
– -$3.49K -84 Closed
CIA
199
Cape Investment Advisory
Georgia
– -$2.62K -63 Closed
WIM
200
WealthPlan Investment Management
Nebraska
– -$2.37K -57 Closed
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