We are live on ! Find out more
MLPX icon

Global X MLP & Energy Infrastructure ETF

184 hedge funds and large institutions have $671M invested in Global X MLP & Energy Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more call options, than puts

Call options by funds: $677K | Put options by funds: $461K

30% more capital invested

Capital invested by funds: $517M → $671M (+$154M)

12% more funds holding

Funds holding: 164184 (+20)

9.29% more ownership

Funds ownership: 57.08%66.37% (+9.3%)

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
40
Increased
58
Reduced
55
Closed
16
Calls
$677K
Puts
$461K
Net Calls
+$216K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$105M -$965K -23,432 -0.9%
PF
2
Phoenix Financial
Israel
$85.4M +$86.2M +2,094,200 New
Bank of America
3
Bank of America
North Carolina
$62.2M +$2.69M +65,287 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40M +$1.11M +26,922 +3%
LPL Financial
5
LPL Financial
California
$32.4M +$3.37M +81,871 +11%
Wells Fargo
6
Wells Fargo
California
$22.6M +$252K +6,114 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$18.3M +$248K +6,033 +1%
ECM
8
Evergreen Capital Management
Washington
$16.4M +$107K +2,597 +0.7%
G
9
GenTrust
Florida
$16.3M +$45.3K +1,100 +0.3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15M +$585K +14,219 +4%
UBS Group
11
UBS Group
Switzerland
$13.5M -$436K -10,588 -3%
GEM
12
Global Endowment Management
North Carolina
$12.3M
AC
13
Annandale Capital
Texas
$11M +$384K +9,335 +4%
MCM
14
MAI Capital Management
Ohio
$10.9M +$74.3K +1,805 +0.7%
MIS
15
Morningstar Investment Services
Illinois
$9.71M -$97.7K -2,372 -1%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$8.82M +$7.25K +176 +0.1%
GG
17
Golden Green
South Carolina
$7.2M +$136K +3,293 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.66M -$80.1K -1,946 -1%
CFP
19
Curran Financial Partners
South Carolina
$6.6M +$759K +18,438 +13%
CAN
20
Cetera Advisor Networks
California
$6.52M +$432K +10,501 +7%
CAM
21
Cresset Asset Management
Illinois
$5.87M +$1.56M +37,987 +36%
WMR
22
Wealth Management Resources
Rhode Island
$5.42M +$42.9K +1,041 +0.8%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.35M -$29.6K -718 -0.5%
FA
24
Fortis Advisors
Pennsylvania
$5.33M +$150K +3,641 +2%
ICG
25
InterOcean Capital Group
Tennessee
$5.33M +$115K +2,802 +2%

MLPX Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2022, worth a combined $671M — up 30% from $517M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MLPX positions and 16 closed out — a net gain of 24 holders — while 58 added to existing stakes and 55 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $86.2M. The largest seller was Ameriprise, cutting an estimated $3.64M.

  • 184 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2022, up from 164 in Q3 2022.
  • Funds reported $671M of Global X MLP & Energy Infrastructure ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 40 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2022 and 16 closed out, a net change of +24 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2022 was Phoenix Financial, an estimated $86.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2022 was Ameriprise, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2022.