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Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

187 hedge funds and large institutions have $685M invested in Global X MLP & Energy Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 22 closing their positions.

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
60
Reduced
59
Closed
22
Calls
$931K
Puts
$54K
Net Calls
+$877K
Net Calls Change
+$725K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$10.2M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
Mariner
4
Mariner
Kansas
$4.02M
5
AI
5
Atria Investments
North Carolina
$3.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
ECM
2
Evergreen Capital Management
Washington
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.49M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
ARC
5
Advisor Resource Council
Texas
$579K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M 2,551,192 -2,382,102 -48%
Bank of America
2
Bank of America
North Carolina
$98.5M 2,011,051 +215,188 +12%
LPL Financial
3
LPL Financial
California
$40.1M 818,842 +83,355 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.7M 708,480 +20,088 +3%
Wells Fargo
5
Wells Fargo
California
$29M 591,712 +57,942 +11%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$20.7M 423,461 -10,336 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.2M 330,920 +46,557 +16%
G
8
GenTrust
Florida
$14.9M 304,529 +742 +0.2%
UBS Group
9
UBS Group
Switzerland
$14.6M 298,522 -9,854 -3%
AC
10
Annandale Capital
Texas
$14.2M 290,670 +10,666 +4%
CFP
11
Curran Financial Partners
South Carolina
$10.4M 212,716 +3,273 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$10.2M 207,297 +207,297 New
Stifel Financial
13
Stifel Financial
Missouri
$9.89M 201,906 +11,713 +6%
CAM
14
Cresset Asset Management
Illinois
$9.8M 199,955 +12,972 +7%
CAN
15
Cetera Advisor Networks
California
$9.38M 191,566 +34,660 +22%
MCM
16
MAI Capital Management
Ohio
$9.32M 190,282 -6,571 -3%
CW
17
Connectus Wealth
Ohio
$9.24M 188,513 +920 +0.5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.86M 180,941 -2,820 -2%
FCG
19
Fielder Capital Group
Tennessee
$8.57M 174,937 +21,579 +14%
PS
20
Principal Securities
Iowa
$7.8M 159,117 +8,600 +6%
BAAM
21
Baker Avenue Asset Management
California
$6.87M 140,140 -2,997 -2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.62M 135,194 -725 -0.5%
DWP
23
Destiny Wealth Partners
Florida
$6.59M 134,475 +5,434 +4%
GEM
24
Global Endowment Management
North Carolina
$5.39M 110,000 – –
SCM
25
SOL Capital Management
Maryland
$4.24M 86,516 +50 +0.1%
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