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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

187 hedge funds and large institutions have $685M invested in Global X MLP & Energy Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
60
Reduced
59
Closed
22
Calls
$931K
Puts
$54K
Net Calls
+$877K
Net Calls Change
+$725K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$98.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$10.2M
3
LPL Financial
LPL Financial
California
$40.1M
4
Mariner
Mariner
Kansas
$4.02M
5
AI
Atria Investments
North Carolina
$3.99M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$125M
2
ECM
Evergreen Capital Management
Washington
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.49M
4
LCWP
Legacy Capital Wealth Partners
Arkansas
$0
5
ARC
Advisor Resource Council
Texas
$579K
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
176
Fortis Group Advisors
New Jersey
$4.7K -$4.7K -96 -50%
SWM
177
Spire Wealth Management
Virginia
$3.28K -$1.71K -35 -34%
BCM
178
Blume Capital Management
California
$3.04K – – –
FCA
179
FinTrust Capital Advisors
South Carolina
$2.89K – – –
TAM
180
Tucker Asset Management
Colorado
$2.84K – – –
BFP
181
Briaud Financial Planning
Texas
$2K +$2K +33 New
NFSG
182
Newbridge Financial Services Group
Florida
$1.96K +$1.96K +40 New
TRCT
183
Tower Research Capital (TRC)
New York
$1.62K +$980 +20 +154%
WWP
184
WR Wealth Planners
Missouri
$1.57K +$1.57K +32 New
BHWM
185
Beaird Harris Wealth Management
Texas
$1.57K +$1.57K +32 New
VCM
186
Versant Capital Management
Arizona
$490 -$588 -12 -55%
CA
187
Clearstead Advisors
Ohio
$28 +$28 +1 New
ECM
188
Evergreen Capital Management
Washington
– -$19.9M -446,903 Closed
LCWP
189
Legacy Capital Wealth Partners
Arkansas
– -$1.75M -39,147 Closed
ZF
190
Zega Financial
Florida
– -$688K -15,424 Closed
TFA
191
Teamwork Financial Advisors
Texas
– -$688K -15,424 Closed
Renaissance Technologies
192
Renaissance Technologies
New York
– -$656K -14,700 Closed
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
– -$374K -8,389 Closed
PCP
194
Proficio Capital Partners
Massachusetts
– -$326K -7,296 Closed
Bank of New York Mellon
195
Bank of New York Mellon
New York
– -$301K -6,751 Closed
AWS
196
Aspen Wealth Strategies
Colorado
– -$251K -5,630 Closed
HC
197
Hara Capital
Washington
– -$224K -5,021 Closed
RIG
198
RiverFront Investment Group
Virginia
– -$217K -4,872 Closed
AC
199
AlphaCore Capital
California
– -$192K -4,300 Closed
BBHC
200
Brown Brothers Harriman & Co
New York
– -$114K -2,545 Closed
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