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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

78 hedge funds and large institutions have $367M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
29
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Callan Capital
California
$15.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$14.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.22M
4
G
4
GenTrust
Florida
$13.8M
5
HC
5
Hamilton Capital
Ohio
$3.64M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$30.5M
2
LPL Financial
2
LPL Financial
California
$133M
3
AA
3
Ancora Advisors
Ohio
$160K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
RC
5
RegentAtlantic Capital
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$133M 10,005,502 -857,938 -8%
OWM
2
Orgel Wealth Management
Wisconsin
$52.6M 3,951,032 +99,720 +3%
PAG
3
Pinnacle Advisory Group
Maryland
$30.5M 2,291,140 -1,401,585 -38%
Morgan Stanley
4
Morgan Stanley
New York
$21.9M 1,646,144 +99,782 +6%
CC
5
Callan Capital
California
$15.5M 1,164,949 +1,164,949 New
3AM
6
3D Asset Management
Connecticut
$15.2M 1,140,055 +15,728 +1%
CWM
7
Cornerstone Wealth Management
Missouri
$14.6M 191,993 +120,000 +167%
G
8
GenTrust
Florida
$13.8M 1,036,420 +477,019 +85%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.22M 541,956 +541,328 +86,199%
Bank of America
10
Bank of America
North Carolina
$6.82M 512,183 +264,191 +107%
RI
11
RPTC Inc
Wyoming
$6.28M 471,408 – –
PAG
12
Private Advisor Group
New Jersey
$4.64M 351,975 +259,981 +283%
NIC
13
Northwest Investment Counselors
Oregon
$4.58M 343,892 +17,673 +5%
HC
14
Hamilton Capital
Ohio
$3.64M 273,299 +273,299 New
FM
15
Foster & Motley
Ohio
$3.34M 250,595 +1,910 +0.8%
Ameriprise
16
Ameriprise
Minnesota
$3.24M 242,833 +179,810 +285%
CFA
17
Carroll Financial Associates
North Carolina
$2.64M 197,867 +13,332 +7%
HTC
18
Haverford Trust Company
Pennsylvania
$2.37M 177,540 -3,800 -2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.18M 165,399 -9,172 -5%
VWM
20
Venturi Wealth Management
Texas
$2.14M 152,420 +152,420 New
AC
21
Avestar Capital
New York
$1.44M 109,830 +105,497 +2,435%
AI
22
Atria Investments
North Carolina
$1.35M 101,279 +8,892 +10%
MYIA
23
Mount Yale Investment Advisors
Colorado
$1.27M 95,202 +95,202 New
KA
24
Klingman & Associates
New York
$1.26M 94,532 -1,827 -2%
IA
25
IFP Advisors
Florida
$1.19M 89,191 +13,064 +17%
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