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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

179 hedge funds and large institutions have $556M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 22 closing their positions.

Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
20
Increased
66
Reduced
59
Closed
22
Calls
$775K
Puts
$16K
Net Calls
+$759K
Net Calls Change
+$543K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$65.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Wells Fargo
3
Wells Fargo
California
$24.3M
4
SWA
4
Stratos Wealth Advisors
Ohio
$2.31M
5
EWA
5
EP Wealth Advisors
California
$1.62M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.3M
3
ICG
3
InterOcean Capital Group
Tennessee
$0
4
GG
4
Golden Green
South Carolina
$4.4M
5
GMA
5
Glassy Mountain Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M 2,621,473 +53,668 +2%
Bank of America
2
Bank of America
North Carolina
$65.4M 1,637,613 +112,358 +7%
LPL Financial
3
LPL Financial
California
$32.8M 822,020 +26,854 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.3M 682,131 -299,364 -31%
Wells Fargo
5
Wells Fargo
California
$24.3M 607,224 +51,912 +9%
ECM
6
Evergreen Capital Management
Washington
$17.2M 430,491 +28,445 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$17.1M 428,969 -20,338 -5%
G
8
GenTrust
Florida
$16.1M 403,687 +3,481 +0.9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.4M 334,231 -33,019 -9%
UBS Group
10
UBS Group
Switzerland
$12.9M 321,710 -8,609 -3%
AC
11
Annandale Capital
Texas
$11M 276,007 +5,017 +2%
GEM
12
Global Endowment Management
North Carolina
$10.6M 265,000 -36,700 -12%
MCM
13
MAI Capital Management
Ohio
$10.3M 258,907 -9,202 -3%
MIS
14
Morningstar Investment Services
Illinois
$9.48M 239,237 -2,326 -1%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$8.24M 206,255 -10,104 -5%
CFP
16
Curran Financial Partners
South Carolina
$7.37M 184,510 +22,695 +14%
CAM
17
Cresset Asset Management
Illinois
$6.72M 168,170 +24,136 +17%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.72M 168,117 +4,811 +3%
CAN
19
Cetera Advisor Networks
California
$6.26M 156,793 -3,112 -2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$5.49M 137,387 +6,199 +5%
WMR
21
Wealth Management Resources
Rhode Island
$5.49M 137,218 +4,139 +3%
TLP
22
Trinity Legacy Partners
Texas
$5.07M 126,874 +6,614 +5%
FA
23
Fortis Advisors
Pennsylvania
$4.55M 137,250 -16,954 -11%
GG
24
Golden Green
South Carolina
$4.4M 110,044 -66,554 -38%
DWP
25
Destiny Wealth Partners
Florida
$4.21M 105,397 +17,409 +20%
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