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Global X MLP & Energy Infrastructure ETF

133 hedge funds and large institutions have $448M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

12% more funds holding

Funds holding: 119133 (+14)

2.27% more ownership

Funds ownership: 56.49%58.76% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $462M → $448M (-$14.1M)

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
50
Reduced
32
Closed
11
Calls
$530K
Puts
Net Calls
+$530K
Net Calls Change
+$354K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.4M +$13.7M +370,991 +19%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$35.2M -$198K -5,359 -0.5%
MIS
3
Morningstar Investment Services
Illinois
$32.8M -$877K -23,783 -2%
LPL Financial
4
LPL Financial
California
$19.2M +$1.35M +36,503 +7%
Bank of America
5
Bank of America
North Carolina
$18M +$1.77M +48,010 +10%
ECM
6
Evergreen Capital Management
Washington
$16.8M +$1.39M +37,669 +9%
EL
7
Essex LLC
Illinois
$16.2M +$1.97M +53,410 +13%
Wells Fargo
8
Wells Fargo
California
$15.5M +$1.32M +35,728 +9%
ST
9
Sageworth Trust
Pennsylvania
$15.3M +$16M +434,300 New
G
10
GenTrust
Florida
$14.3M +$594K +16,112 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.1M -$2.43M -66,047 -14%
GEM
12
Global Endowment Management
North Carolina
$10.7M +$3.76M +102,100 +51%
MCM
13
MAI Capital Management
Ohio
$10.4M +$10.8M +293,159 New
UBS Group
14
UBS Group
Switzerland
$8.9M +$1.16M +31,523 +14%
AC
15
Annandale Capital
Texas
$8.38M +$1.05M +28,514 +14%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$8.29M -$219K -5,950 -2%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$7.68M +$147K +3,999 +2%
CAN
18
Cetera Advisor Networks
California
$7.34M +$2.43M +65,947 +47%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.01M -$792K -21,491 -11%
HighTower Advisors
20
HighTower Advisors
Illinois
$5.41M +$21.9K +594 +0.4%
AO
21
Advisor OS
Illinois
$5.38M +$5.62M +152,370 New
GG
22
Golden Green
South Carolina
$5.1M -$235K -6,382 -4%
VWM
23
Venturi Wealth Management
Texas
$5.06M -$631K -17,108 -11%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$4.29M -$33.9K -919 -0.8%
IWP
25
IAG Wealth Partners
Wisconsin
$4.28M +$62.8K +1,704 +1%