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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

117 hedge funds and large institutions have $461M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
40
Reduced
32
Closed
15
Calls
$660K
Puts
–
Net Calls
+$660K
Net Calls Change
+$8.3M

Top Buyers

1
G
1
GenTrust
Florida
$9.7M
2
MIM
2
Morningstar Investment Management
Illinois
$113M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.8M
4
BCM
4
Breiter Capital Management
Florida
$8.64M
5
LPL Financial
5
LPL Financial
California
$11.3M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$51.9M
3
AC
3
Annandale Capital
Texas
$0
4
VV
4
Verity & Verity
South Carolina
$3.38M
5
ECM
5
Evergreen Capital Management
Washington
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
1
Morningstar Investment Management
Illinois
$113M 3,588,155 +186,330 +5%
Morgan Stanley
2
Morgan Stanley
New York
$51.9M 1,643,929 -340,288 -17%
MIS
3
Morningstar Investment Services
Illinois
$32.1M 1,024,256 +56,343 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M 941,534 -6,414 -0.7%
AP
5
Arlington Partners
Alabama
$24.4M 770,555 +75,322 +11%
Wells Fargo
6
Wells Fargo
California
$18.2M 575,368 +9,591 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.8M 499,036 +129,093 +35%
Bank of America
8
Bank of America
North Carolina
$14.5M 460,374 -48,033 -9%
LPL Financial
9
LPL Financial
California
$11.3M 357,841 +99,289 +38%
ECM
10
Evergreen Capital Management
Washington
$11.3M 357,712 -111,552 -24%
G
11
GenTrust
Florida
$9.7M 312,360 +312,360 New
BCM
12
Breiter Capital Management
Florida
$8.64M 273,414 +113,738 +71%
HighTower Advisors
13
HighTower Advisors
Illinois
$8.22M 260,087 -2,043 -0.8%
VWM
14
Venturi Wealth Management
Texas
$7.12M 225,282 +80,818 +56%
UBS Group
15
UBS Group
Switzerland
$7.1M 224,547 -2,744 -1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$6.87M 217,513 +58,464 +37%
GEM
17
Global Endowment Management
North Carolina
$6.36M 201,400 – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.13M 193,864 +109 +0.1%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$5.96M 188,446 -74,386 -28%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$4.17M 132,037 -4,321 -3%
IWP
21
IAG Wealth Partners
Wisconsin
$3.82M 120,852 +3,245 +3%
SCM
22
SOL Capital Management
Maryland
$3.77M 119,224 +86 +0.1%
VV
23
Verity & Verity
South Carolina
$3.38M 94,369 -106,835 -53%
FA
24
Fortis Advisors
Pennsylvania
$3.23M 134,978 +20,632 +18%
GG
25
Golden Green
South Carolina
$3.05M 96,465 +96,465 New
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