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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

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.

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
2.97%
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

Top Buyers

1
PF
1
Phoenix Financial
Israel
$85.4M
2
DWP
2
Destiny Wealth Partners
Florida
$3.59M
3
LPL Financial
3
LPL Financial
California
$32.4M
4
ST
4
Sageworth Trust
Pennsylvania
$3.29M
5
Cerity Partners
5
Cerity Partners
New York
$3.17M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.62M
2
LWAC
2
Laurel Wealth Advisors (California)
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$294K
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M 2,567,805 -23,432 -0.9%
PF
2
Phoenix Financial
Israel
$85.4M 2,094,200 +2,094,200 New
Bank of America
3
Bank of America
North Carolina
$62.2M 1,525,255 +65,287 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40M 981,495 +26,922 +3%
LPL Financial
5
LPL Financial
California
$32.4M 795,166 +81,871 +11%
Wells Fargo
6
Wells Fargo
California
$22.6M 555,312 +6,114 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$18.3M 449,307 +6,033 +1%
ECM
8
Evergreen Capital Management
Washington
$16.4M 402,046 +2,597 +0.7%
G
9
GenTrust
Florida
$16.3M 400,206 +1,100 +0.3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15M 367,250 +14,219 +4%
UBS Group
11
UBS Group
Switzerland
$13.5M 330,319 -10,588 -3%
GEM
12
Global Endowment Management
North Carolina
$12.3M 301,700 – –
AC
13
Annandale Capital
Texas
$11M 270,990 +9,335 +4%
MCM
14
MAI Capital Management
Ohio
$10.9M 268,109 +1,805 +0.7%
MIS
15
Morningstar Investment Services
Illinois
$9.71M 241,563 -2,372 -1%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$8.82M 216,359 +176 +0.1%
GG
17
Golden Green
South Carolina
$7.2M 176,598 +3,293 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.66M 163,306 -1,946 -1%
CFP
19
Curran Financial Partners
South Carolina
$6.6M 161,815 +18,438 +13%
CAN
20
Cetera Advisor Networks
California
$6.52M 159,905 +10,501 +7%
CAM
21
Cresset Asset Management
Illinois
$5.87M 144,034 +37,987 +36%
WMR
22
Wealth Management Resources
Rhode Island
$5.42M 133,079 +1,041 +0.8%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.35M 131,188 -718 -0.5%
FA
24
Fortis Advisors
Pennsylvania
$5.33M 154,204 +3,641 +2%
ICG
25
InterOcean Capital Group
Tennessee
$5.33M 130,689 +2,802 +2%
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