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Global X MLP & Energy Infrastructure ETF

162 hedge funds and large institutions have $530M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $549K | Put options by funds: $255K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

3% more funds holding

Funds holding: 157162 (+5)

0.46% more ownership

Funds ownership: 59.14%59.6% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

20% less capital invested

Capital invested by funds: $660M → $530M (-$130M)

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
29
Increased
51
Reduced
52
Closed
22
Calls
$549K
Puts
$255K
Net Calls
+$294K
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$104M +$28.6M +679,505 +33%
Bank of America
2
Bank of America
North Carolina
$49.3M +$30.5M +724,228 +127%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.4M -$5.22M -123,955 -12%
LPL Financial
4
LPL Financial
California
$24.9M +$2.19M +52,012 +9%
Wells Fargo
5
Wells Fargo
California
$23.8M +$4.73M +112,365 +22%
ECM
6
Evergreen Capital Management
Washington
$17.4M -$1.2M -28,436 -6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$16.1M +$3.33M +78,931 +23%
G
8
GenTrust
Florida
$13.8M -$397K -9,416 -3%
UBS Group
9
UBS Group
Switzerland
$13.2M +$1.36M +32,224 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13M -$248K -5,878 -2%
GEM
11
Global Endowment Management
North Carolina
$11.8M +$350K +8,300 +3%
ICG
12
InterOcean Capital Group
Tennessee
$11.1M +$12.2M +290,567 New
MCM
13
MAI Capital Management
Ohio
$10.5M -$334K -7,929 -3%
MIS
14
Morningstar Investment Services
Illinois
$9.75M -$3.89M -92,328 -27%
AC
15
Annandale Capital
Texas
$9.39M -$57K -1,352 -0.5%
GG
16
Golden Green
South Carolina
$8.7M +$99.8K +2,369 +1%
EL
17
Essex LLC
Illinois
$8.6M -$2.46M -58,420 -21%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$8.23M +$7.37K +175 +0.1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.53M -$196K -4,661 -3%
AIP
20
Ahrens Investment Partners
Louisiana
$6.44M -$103K -2,442 -1%
CAN
21
Cetera Advisor Networks
California
$5.51M +$110K +2,602 +2%
FA
22
Fortis Advisors
Pennsylvania
$5.5M +$1.27M +30,080 +22%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.04M -$53K -1,259 -0.9%
WMR
24
Wealth Management Resources
Rhode Island
$4.82M +$5.32M +126,356 New
VWM
25
Venturi Wealth Management
Texas
$4.53M -$508K -12,055 -9%

MLPX Hedge Fund Activity: Q2 2022 in Review

162 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2022, worth a combined $530M — down 20% from $660M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPX positions and 22 closed out — a net gain of 7 holders — while 51 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $30.5M. The largest seller was Aaron Wealth Advisors, cutting an estimated $30M.

  • 162 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2022, up from 157 in Q1 2022.
  • Funds reported $530M of Global X MLP & Energy Infrastructure ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 29 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2022 and 22 closed out, a net change of +7 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2022 was Bank of America, an estimated $30.5M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2022.