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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

176 hedge funds and large institutions have $568M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 26 closing their positions.

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
60
Reduced
58
Closed
26
Calls
$420K
Puts
$606K
Net Calls
-$186K
Net Calls Change
-$676K

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$5.44M
2
OPA
2
Old Port Advisors
Maine
$2.64M
3
Bank of America
3
Bank of America
North Carolina
$75.6M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$1.91M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$1.79M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$0
2
G
2
GenTrust
Florida
$13.4M
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$106M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$106M 2,501,195 -71,814 -3%
Bank of America
2
Bank of America
North Carolina
$75.6M 1,783,306 +45,368 +3%
LPL Financial
3
LPL Financial
California
$30.3M 715,253 -48,696 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.5M 672,705 +6,387 +1%
Wells Fargo
5
Wells Fargo
California
$25.2M 593,689 +1,974 +0.3%
ECM
6
Evergreen Capital Management
Washington
$18.6M 439,001 +1,978 +0.5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$18.2M 430,264 -1,994 -0.5%
G
8
GenTrust
Florida
$13.4M 315,083 -87,346 -22%
UBS Group
9
UBS Group
Switzerland
$13M 305,577 -11,610 -4%
AC
10
Annandale Capital
Texas
$12.4M 291,529 -105 -0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12M 282,275 -69,532 -20%
GEM
12
Global Endowment Management
North Carolina
$9.11M 215,000 – –
MCM
13
MAI Capital Management
Ohio
$8.79M 207,308 -11,439 -5%
CFP
14
Curran Financial Partners
South Carolina
$8.65M 204,060 +5,729 +3%
CW
15
Connectus Wealth
Ohio
$8.09M 190,873 +1,194 +0.6%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$8.01M 188,906 +2,408 +1%
CAM
17
Cresset Asset Management
Illinois
$8M 188,753 +1,403 +0.7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.95M 187,655 +2,842 +2%
CAN
19
Cetera Advisor Networks
California
$6.56M 154,788 -2,327 -1%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$5.7M 134,439 +1,227 +0.9%
BAAM
21
Baker Avenue Asset Management
California
$5.44M 128,467 +86,595 +207%
DWP
22
Destiny Wealth Partners
Florida
$5.37M 126,599 +10,969 +9%
SCM
23
SOL Capital Management
Maryland
$4.07M 95,972 -3,954 -4%
GG
24
Golden Green
South Carolina
$3.91M 92,144 +2,522 +3%
FA
25
Fortis Advisors
Pennsylvania
$3.53M 83,217 -54,000 -39%
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