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Global X MLP & Energy Infrastructure ETF

157 hedge funds and large institutions have $660M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

47% more capital invested

Capital invested by funds: $448M → $660M (+$212M)

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

18% more funds holding

Funds holding: 133157 (+24)

0.38% more ownership

Funds ownership: 58.76%59.14% (+0.38%)

28% less call options, than puts

Call options by funds: $508K | Put options by funds: $709K

Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
53
Reduced
40
Closed
11
Calls
$508K
Puts
$709K
Net Calls
-$201K
Net Calls Change
-$731K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$114M -$47K -1,193 Closed
Morgan Stanley
2
Morgan Stanley
New York
$88M -$9.71M -246,348 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$45M +$2.25M +56,979 +6%
LPL Financial
4
LPL Financial
California
$25.6M +$2.23M +56,630 +10%
Bank of America
5
Bank of America
North Carolina
$24.4M +$2.35M +59,681 +12%
Wells Fargo
6
Wells Fargo
California
$21.9M +$2.89M +73,428 +17%
ECM
7
Evergreen Capital Management
Washington
$20.7M +$371K +9,422 +2%
AWA
8
Aaron Wealth Advisors
Illinois
$17.1M +$27.7M +702,570 +2,661%
ST
9
Sageworth Trust
Pennsylvania
$16.8M -$1.62M -41,128 -9%
G
10
GenTrust
Florida
$15.8M +$190K +4,819 +1%
MIS
11
Morningstar Investment Services
Illinois
$14.9M -$23.1M -584,980 -63%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.8M -$2.13M -54,097 -14%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$14.7M +$4.33M +109,737 +47%
UBS Group
14
UBS Group
Switzerland
$13.4M +$2.46M +62,381 +25%
GEM
15
Global Endowment Management
North Carolina
$12.9M
EL
16
Essex LLC
Illinois
$12.1M -$6.84M -173,465 -38%
MCM
17
MAI Capital Management
Ohio
$12.1M -$399K -10,117 -3%
AC
18
Annandale Capital
Texas
$10.6M +$414K +10,502 +4%
GG
19
Golden Green
South Carolina
$9.65M +$3.21M +81,496 +56%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$9.22M -$65.9K -1,672 -0.8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.51M +$222K +5,624 +3%
AIP
22
Ahrens Investment Partners
Louisiana
$7.33M +$5.4M +136,959 +397%
CAN
23
Cetera Advisor Networks
California
$6.07M -$2.59M -65,760 -32%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$5.71M +$478K +12,120 +10%
VWM
25
Venturi Wealth Management
Texas
$5.6M -$478K -12,134 -8%