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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

88 hedge funds and large institutions have $455M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
30
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$36.2M
2
CWM
2
Cornerstone Wealth Management
Missouri
$42.5M
3
LPL Financial
3
LPL Financial
California
$148M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.8M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$0
2
PAG
2
Pinnacle Advisory Group
Maryland
$25M
3
RI
3
RPTC Inc
Wyoming
$4.83M
4
VF
4
Virtu Financial
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$148M 11,113,589 +1,108,087 +11%
OWM
2
Orgel Wealth Management
Wisconsin
$52.8M 3,950,946 -86 -0%
CWM
3
Cornerstone Wealth Management
Missouri
$42.5M 584,360 +392,367 +204%
MIS
4
Morningstar Investment Services
Illinois
$36.2M 2,707,977 +2,707,977 New
Morgan Stanley
5
Morgan Stanley
New York
$31.6M 2,365,932 +719,788 +44%
PAG
6
Pinnacle Advisory Group
Maryland
$25M 1,872,291 -418,849 -18%
CC
7
Callan Capital
California
$17.2M 1,285,479 +120,530 +10%
G
8
GenTrust
Florida
$15.9M 1,188,703 +152,283 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.46M 632,933 +90,977 +17%
Bank of America
10
Bank of America
North Carolina
$6.83M 511,049 -1,134 -0.2%
PAG
11
Private Advisor Group
New Jersey
$6.12M 458,274 +106,299 +30%
RI
12
RPTC Inc
Wyoming
$4.83M 361,307 -110,101 -23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.8M 359,350 +359,350 New
NIC
14
Northwest Investment Counselors
Oregon
$4.72M 353,137 +9,245 +3%
HC
15
Hamilton Capital
Ohio
$3.74M 280,233 +6,934 +3%
Ameriprise
16
Ameriprise
Minnesota
$3.37M 251,144 +8,311 +3%
FM
17
Foster & Motley
Ohio
$3.32M 248,332 -2,263 -0.9%
PCP
18
Proficio Capital Partners
Massachusetts
$2.74M 205,245 +205,245 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.7M 202,152 +202,152 New
CFA
20
Carroll Financial Associates
North Carolina
$2.66M 198,940 +1,073 +0.5%
HTC
21
Haverford Trust Company
Pennsylvania
$2.37M 177,540 – –
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.22M 162,538 -2,861 -2%
VWM
23
Venturi Wealth Management
Texas
$2.08M 152,170 -250 -0.2%
AC
24
Avestar Capital
New York
$1.83M 138,233 +28,403 +26%
GC
25
Gilbert & Cook
Iowa
$1.68M 125,789 +125,789 New
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