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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

185 hedge funds and large institutions have $722M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
25
Increased
71
Reduced
50
Closed
12
Calls
$821K
Puts
$669K
Net Calls
+$152K
Net Calls Change
+$338K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.7M
3
FCG
3
Fielder Capital Group
Tennessee
$6.84M
4
PS
4
Principal Securities
Iowa
$6.72M
5
Stifel Financial
5
Stifel Financial
Missouri
$8.49M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$4.91M
2
Wells Fargo
2
Wells Fargo
California
$23.8M
3
SC
3
Savoie Capital
Illinois
$0
4
AP
4
Americana Partners
Texas
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$220M 4,933,294 +2,432,099 +97%
Bank of America
2
Bank of America
North Carolina
$80.1M 1,795,863 +12,557 +0.7%
LPL Financial
3
LPL Financial
California
$32.8M 735,487 +20,234 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$30.7M 688,392 +15,687 +2%
Wells Fargo
5
Wells Fargo
California
$23.8M 533,770 -59,919 -10%
ECM
6
Evergreen Capital Management
Washington
$19.9M 446,903 +7,902 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$19.4M 433,797 +3,533 +0.8%
UBS Group
8
UBS Group
Switzerland
$13.8M 308,376 +2,799 +0.9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$13.7M 306,777 +262,403 +591%
G
10
GenTrust
Florida
$13.6M 303,787 -11,296 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.7M 284,363 +2,088 +0.7%
AC
12
Annandale Capital
Texas
$12.5M 280,004 -11,525 -4%
CFP
13
Curran Financial Partners
South Carolina
$9.27M 209,443 +5,383 +3%
MCM
14
MAI Capital Management
Ohio
$8.78M 196,853 -10,455 -5%
Stifel Financial
15
Stifel Financial
Missouri
$8.49M 190,193 +107,496 +130%
CW
16
Connectus Wealth
Ohio
$8.37M 187,593 -3,280 -2%
CAM
17
Cresset Asset Management
Illinois
$8.34M 186,983 -1,770 -0.9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.2M 183,761 -3,894 -2%
CAN
19
Cetera Advisor Networks
California
$7M 156,906 +2,118 +1%
FCG
20
Fielder Capital Group
Tennessee
$6.84M 153,358 +153,358 New
PS
21
Principal Securities
Iowa
$6.72M 150,517 +150,517 New
BAAM
22
Baker Avenue Asset Management
California
$6.39M 143,137 +14,670 +11%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$6.06M 135,919 +1,480 +1%
DWP
24
Destiny Wealth Partners
Florida
$5.79M 129,041 +2,442 +2%
GEM
25
Global Endowment Management
North Carolina
$4.91M 110,000 -105,000 -49%
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