MLPX icon

Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

199 hedge funds and large institutions have $1.11B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
81
Reduced
44
Closed
10
Calls
$2.7M
Puts
$36K
Net Calls
+$2.66M
Net Calls Change
+$1.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$435M
2
PF
2
Phoenix Financial
Israel
$30.9M
3
ECM
3
Evergreen Capital Management
Washington
$22.1M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$9.77M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$10.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$243K
2
FCM
2
Firestone Capital Management
Florida
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$0
4
LPL Financial
4
LPL Financial
California
$41.5M
5
VWM
5
Venturi Wealth Management
Texas
$1.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$435M 8,524,802 +5,973,610 +234%
Bank of America
2
Bank of America
North Carolina
$104M 2,030,421 +19,370 +1%
LPL Financial
3
LPL Financial
California
$41.5M 812,797 -6,045 -0.7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.9M 743,255 +34,775 +5%
Wells Fargo
5
Wells Fargo
California
$32.1M 628,541 +36,829 +6%
PF
6
Phoenix Financial
Israel
$30.9M 605,000 +605,000 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$22.9M 448,964 +25,503 +6%
ECM
8
Evergreen Capital Management
Washington
$22.1M 432,576 +432,576 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.1M 413,623 +82,703 +25%
G
10
GenTrust
Florida
$15.5M 303,438 -1,091 -0.4%
AC
11
Annandale Capital
Texas
$15.4M 302,549 +11,879 +4%
UBS Group
12
UBS Group
Switzerland
$15.4M 300,990 +2,468 +0.8%
CAM
13
Cresset Asset Management
Illinois
$14.2M 278,148 +78,193 +39%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$11.4M 224,248 +16,951 +8%
Stifel Financial
15
Stifel Financial
Missouri
$11.2M 219,915 +18,009 +9%
CFP
16
Curran Financial Partners
South Carolina
$10.9M 213,839 +1,123 +0.5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$10.4M 202,896 +152,105 +299%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$9.77M 191,405 +191,405 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.64M 188,930 +7,989 +4%
MCM
20
MAI Capital Management
Ohio
$9.49M 185,809 -4,473 -2%
FCG
21
Fielder Capital Group
Tennessee
$8.74M 171,253 -3,684 -2%
PS
22
Principal Securities
Iowa
$8.52M 166,910 +7,793 +5%
BAAM
23
Baker Avenue Asset Management
California
$6.96M 136,321 -3,819 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$6.78M 132,853 -2,341 -2%
DWP
25
Destiny Wealth Partners
Florida
$6.7M 131,189 -3,286 -2%
1
2 3 4 5