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Global X MLP & Energy Infrastructure ETF

164 hedge funds and large institutions have $517M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 162164 (+2)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

2% less capital invested

Capital invested by funds: $530M → $517M (-$13.2M)

2.52% less ownership

Funds ownership: 59.6%57.08% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
21
Increased
58
Reduced
53
Closed
18
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$97.1M -$6M -147,501 -5%
Bank of America
2
Bank of America
North Carolina
$54.7M +$6.74M +165,673 +13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.8M +$1.02M +25,124 +3%
LPL Financial
4
LPL Financial
California
$26.7M +$2.48M +61,012 +9%
Wells Fargo
5
Wells Fargo
California
$20.6M -$3.06M -75,157 -12%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$16.6M +$810K +19,912 +5%
ECM
7
Evergreen Capital Management
Washington
$15M -$2.35M -57,746 -13%
G
8
GenTrust
Florida
$15M +$1.55M +38,055 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.2M +$507K +12,463 +4%
UBS Group
10
UBS Group
Switzerland
$12.8M -$233K -5,720 -2%
GEM
11
Global Endowment Management
North Carolina
$11.3M -$338K -8,300 -3%
MIS
12
Morningstar Investment Services
Illinois
$10.1M -$335K -8,226 -3%
MCM
13
MAI Capital Management
Ohio
$9.98M -$359K -8,809 -3%
AC
14
Annandale Capital
Texas
$9.81M +$622K +15,285 +6%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$8.1M +$10.2K +251 +0.1%
Ameriprise
16
Ameriprise
Minnesota
$6.64M +$2.84M +69,879 +65%
GG
17
Golden Green
South Carolina
$6.5M -$2.23M -54,905 -24%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.19M -$243K -5,981 -3%
CAN
19
Cetera Advisor Networks
California
$5.6M +$197K +4,830 +3%
CFP
20
Curran Financial Partners
South Carolina
$5.37M +$1.05M +25,896 +22%
WMR
21
Wealth Management Resources
Rhode Island
$4.95M +$231K +5,682 +4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$4.94M -$17.3K -426 -0.3%
FA
23
Fortis Advisors
Pennsylvania
$4.85M -$611K -15,018 -9%
ICG
24
InterOcean Capital Group
Tennessee
$4.79M -$6.62M -162,680 -56%
AIP
25
Ahrens Investment Partners
Louisiana
$4.78M -$1.69M -41,626 -25%

MLPX Hedge Fund Activity: Q3 2022 in Review

164 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2022, worth a combined $517M — down 2.5% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MLPX positions and 18 closed out — a net gain of 3 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $6.74M. The largest seller was Proficio Capital Partners, cutting an estimated $12.2M.

  • 164 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $517M of Global X MLP & Energy Infrastructure ETF stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 21 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2022 and 18 closed out, a net change of +3 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2022 was Bank of America, an estimated $6.74M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2022.