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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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.

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.74%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
ICG
3
InterOcean Capital Group
Tennessee
$11.1M
4
WMR
4
Wealth Management Resources
Rhode Island
$4.82M
5
Wells Fargo
5
Wells Fargo
California
$23.8M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$650K
2
ST
2
Sageworth Trust
Pennsylvania
$228K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.4M
4
RCM
4
Requisite Capital Management
Texas
$0
5
IWP
5
IAG Wealth Partners
Wisconsin
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 2,738,738 +679,505 +33%
Bank of America
2
Bank of America
North Carolina
$49.3M 1,294,295 +724,228 +127%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.4M 929,449 -123,955 -12%
LPL Financial
4
LPL Financial
California
$24.9M 652,283 +52,012 +9%
Wells Fargo
5
Wells Fargo
California
$23.8M 624,355 +112,365 +22%
ECM
6
Evergreen Capital Management
Washington
$17.4M 457,195 -28,436 -6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$16.1M 423,362 +78,931 +23%
G
8
GenTrust
Florida
$13.8M 361,051 -9,416 -3%
UBS Group
9
UBS Group
Switzerland
$13.2M 346,627 +32,224 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13M 340,568 -5,878 -2%
GEM
11
Global Endowment Management
North Carolina
$11.8M 310,000 +8,300 +3%
ICG
12
InterOcean Capital Group
Tennessee
$11.1M 290,567 +290,567 New
MCM
13
MAI Capital Management
Ohio
$10.5M 275,113 -7,929 -3%
MIS
14
Morningstar Investment Services
Illinois
$9.75M 252,161 -92,328 -27%
AC
15
Annandale Capital
Texas
$9.39M 246,370 -1,352 -0.5%
GG
16
Golden Green
South Carolina
$8.7M 228,210 +2,369 +1%
EL
17
Essex LLC
Illinois
$8.6M 225,604 -58,420 -21%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$8.23M 215,932 +175 +0.1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.53M 171,233 -4,661 -3%
AIP
20
Ahrens Investment Partners
Louisiana
$6.44M 169,017 -2,442 -1%
CAN
21
Cetera Advisor Networks
California
$5.51M 144,574 +2,602 +2%
FA
22
Fortis Advisors
Pennsylvania
$5.5M 165,581 +30,080 +22%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.04M 132,332 -1,259 -0.9%
WMR
24
Wealth Management Resources
Rhode Island
$4.82M 126,356 +126,356 New
VWM
25
Venturi Wealth Management
Texas
$4.53M 118,966 -12,055 -9%
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