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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

300 hedge funds and large institutions have $1.81B invested in Global X MLP & Energy Infrastructure ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
113
Reduced
95
Closed
35
Calls
$15.3M
Puts
$3.6M
Net Calls
+$11.7M
Net Calls Change
+$448K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$619M
2
Bank of America
2
Bank of America
North Carolina
$153M
3
SPWG
3
Sage Private Wealth Group
Illinois
$11M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$34.1M
5
AWM
5
Apollon Wealth Management
South Carolina
$6.67M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$38.8K
2
TFA
2
Teamwork Financial Advisors
Texas
$2.22M
3
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
ARC
5
Advisor Resource Council
Texas
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pettinga Financial Advisors
Indiana
$338K -$1.57K -25 -0.5%
QP
202
Quartz Partners
New York
$327K +$23.6K +376 +8%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$324K – – –
CMMS
204
Comprehensive Money Management Services
Florida
$312K – – –
SMC
205
Smith, Moore & Co
Missouri
$304K -$11K -176 -4%
William Blair & Company
206
William Blair & Company
Illinois
$301K -$41.4K -660 -12%
LWM
207
Lionsbridge Wealth Management
Florida
$297K -$2.76K -44 -0.9%
KPWS
208
Kestra Private Wealth Services
Texas
$297K -$23.4K -373 -7%
BCM
209
Brookstone Capital Management
Illinois
$279K -$251 -4 -0.1%
EFA
210
Edge Financial Advisors
Illinois
$277K +$277K +4,428 New
IP
211
Ignite Planners
California
$275K +$8.24K +133 +3%
SIMG
212
Sonora Investment Management Group
Arizona
$272K +$20.1K +320 +8%
QCM
213
Quantinno Capital Management
New York
$270K -$1.44K -23 -0.5%
ST
214
Somerset Trust
Pennsylvania
$270K +$18.8K +300 +7%
AC
215
AlphaCore Capital
California
$269K – – –
SF
216
Synovus Financial
Georgia
$254K – – –
SWA
217
Sax Wealth Advisors
New Jersey
$251K -$68K -1,086 -21%
AWA
218
Arkadios Wealth Advisors
Georgia
$250K -$14.9K -238 -6%
EC
219
Elequin Capital
New York
$249K +$249K +3,979 New
MOS
220
MGO One Seven
Ohio
$249K +$249K +3,975 New
Northern Trust
221
Northern Trust
Illinois
$249K -$195K -3,106 -44%
NS
222
NBC Securities
Alabama
$248K +$20.5K +329 +9%
BHIA
223
Birch Hill Investment Advisors
Massachusetts
$230K – – –
SC
224
Scotia Capital
Ontario, Canada
$225K +$225K +3,591 New
CCB
225
Country Club Bank
Missouri
$223K -$11.8K -189 -5%
7 8
9
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