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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

71 hedge funds and large institutions have $302M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
27
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$45.3M
2
LPL Financial
2
LPL Financial
California
$128M
3
PAG
3
Pinnacle Advisory Group
Maryland
$43.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.2M
5
CFA
5
Carroll Financial Associates
North Carolina
$2.17M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$1.08M
2
JIC
2
Johnson Investment Counsel
Ohio
$0
3
UBS Group
3
UBS Group
Switzerland
$437K
4
CCP
4
Corient Capital Partners
California
$0
5
HCMT
5
Highland Capital Management (Texas)
Texas
$943K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$128M 10,863,440 +1,352,999 +14%
OWM
2
Orgel Wealth Management
Wisconsin
$45.3M 3,851,312 +3,818,418 +11,608%
PAG
3
Pinnacle Advisory Group
Maryland
$43.5M 3,692,725 +938,372 +34%
Morgan Stanley
4
Morgan Stanley
New York
$18.2M 1,546,362 +481,528 +45%
3AM
5
3D Asset Management
Connecticut
$13.2M 1,124,327 +85,672 +8%
G
6
GenTrust
Florida
$6.58M 559,401 +63,227 +13%
RI
7
RPTC Inc
Wyoming
$5.55M 471,408 – –
AA
8
Ancora Advisors
Ohio
$3.95M 335,453 -3,869 -1%
NIC
9
Northwest Investment Counselors
Oregon
$3.84M 326,219 +37,499 +13%
FM
10
Foster & Motley
Ohio
$2.93M 248,685 -264 -0.1%
Bank of America
11
Bank of America
North Carolina
$2.92M 247,992 +50,142 +25%
CFA
12
Carroll Financial Associates
North Carolina
$2.17M 184,535 +141,168 +326%
HTC
13
Haverford Trust Company
Pennsylvania
$2.13M 181,340 -21,888 -11%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.02M 174,571 +8,816 +5%
DAS
15
Dynamic Advisor Solutions
Arizona
$1.52M 129,069 +129,069 New
KA
16
Klingman & Associates
New York
$1.13M 96,359 -1,136 -1%
AI
17
Atria Investments
North Carolina
$1.09M 92,387 +4,779 +5%
PAG
18
Private Advisor Group
New Jersey
$1.08M 91,994 -253,456 -73%
IA
19
IFP Advisors
Florida
$1.04M 76,127 – –
HCMT
20
Highland Capital Management (Texas)
Texas
$943K 80,100 -75,500 -49%
FAIM
21
Financial Advocates Investment Management
Washington
$912K 77,486 -2,855 -4%
WKWM
22
Walter & Keenan Wealth Management
Indiana
$850K 72,200 +7,000 +11%
CWM
23
Cornerstone Wealth Management
Missouri
$830K 71,993 +9,206 +15%
RC
24
RegentAtlantic Capital
New Jersey
$785K 66,706 -28,164 -30%
Ameriprise
25
Ameriprise
Minnesota
$742K 63,023 -64,021 -50%
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