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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.

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

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$4.91M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
SC
3
Savoie Capital
Illinois
$0
4
AP
4
Americana Partners
Texas
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
176
Provence Wealth Management Group
California
$3.17K – – –
BCM
177
Blume Capital Management
California
$2.77K +$2.77K +62 New
FCA
178
FinTrust Capital Advisors
South Carolina
$2.63K +$2.63K +59 New
TAM
179
Tucker Asset Management
Colorado
$2.59K – – –
TVAMP
180
Tennessee Valley Asset Management Partners
Tennessee
$2.37K +$2.37K +53 New
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$2.37K +$2.37K +53 New
CAS
182
Coppell Advisory Solutions
Texas
$1.34K +$1.34K +30 New
TFA
183
Transamerica Financial Advisors
Florida
$1K – – –
VCM
184
Versant Capital Management
Arizona
$982 +$982 +22 New
TRCT
185
Tower Research Capital (TRC)
New York
$580 -$848 -19 -59%
SC
186
Savoie Capital
Illinois
– -$1.31M -31,000 Closed
AP
187
Americana Partners
Texas
– -$1.05M -24,888 Closed
Two Sigma Investments
188
Two Sigma Investments
New York
– -$818K -19,300 Closed
AWM
189
AE Wealth Management
Kansas
– -$709K -16,731 Closed
FCM
190
Firestone Capital Management
Florida
– -$333K -7,864 Closed
TI
191
Tidal Investments
Wisconsin
– -$333K -7,858 Closed
Lido Advisors
192
Lido Advisors
California
– -$292K -6,899 Closed
Citadel Advisors
193
Citadel Advisors
Florida
– -$36.2K -854 Closed
BWP
194
Baldwin Wealth Partners
Massachusetts
– -$25.4K -600 Closed
RIA
195
Realta Investment Advisors
Delaware
– -$13K -312 Closed
JPWM
196
Jamison Private Wealth Management
Georgia
– -$2.38K -56 Closed
BFP
197
Briaud Financial Planning
Texas
– -$1K -32 Closed
4 5 6 7
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