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Global X MLP & Energy Infrastructure ETF

267 hedge funds and large institutions have $1.69B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,316% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $400K

205% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 70

26% more capital invested

Capital invested by funds: $1.34B → $1.69B (+$346M)

17% more funds holding

Funds holding: 228267 (+39)

0.11% less ownership

Funds ownership: 71.02%70.9% (-0.11%)

Holders
267
Holders Change
+39
Holders Change %
+17.11%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
67
Increased
91
Reduced
70
Closed
22
Calls
$13.7M
Puts
$400K
Net Calls
+$13.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
251
VSM Wealth Advisory
Maryland
$8.9K +$8.74K +147 New
APW
252
Aventura Private Wealth
Florida
$6.6K +$6.48K +109 New
EWA
253
EverSource Wealth Advisors
Alabama
$6K +$5.89K +99 New
FGA
254
Fortis Group Advisors
New Jersey
$5.81K
SWM
255
Spire Wealth Management
Virginia
$4.1K +$59 +1 +1%
PCA
256
PMV Capital Advisers
Texas
$4.06K +$3.99K +67 New
OPTFSNA
257
Old Point Trust & Financial Services N A
Virginia
$3.81K +$3.75K +63 New
BCM
258
Blume Capital Management
California
$3.75K
ACA
259
Aptus Capital Advisors
Alabama
$2.48K
SIS
260
Sound Income Strategies
Florida
$2.36K +$2.32K +39 New
HNB
261
Huntington National Bank
Ohio
$2.3K
BFP
262
Briaud Financial Planning
Texas
$2K +$59 +1 +3%
WWP
263
WR Wealth Planners
Missouri
$1.98K +$59 +1 +3%
FWP
264
FAS Wealth Partners
Kansas
$1.53K +$1.49K +25 New
TRCT
265
Tower Research Capital (TRC)
New York
$787
VCM
266
Versant Capital Management
Arizona
$606
NS
267
NBC Securities
Alabama
$250 -$248K -4,170 -100%
CA
268
Clearstead Advisors
Ohio
$35
Goldman Sachs
269
Goldman Sachs
New York
-$8.84M -162,474 Closed
Two Sigma Investments
270
Two Sigma Investments
New York
-$6.69M -122,900 Closed
Two Sigma Advisers
271
Two Sigma Advisers
New York
-$2.47M -45,300 Closed
Lido Advisors
272
Lido Advisors
California
-$1.03M -19,007 Closed
ARC
273
Advisor Resource Council
Texas
-$981K -18,026 Closed
BFWM
274
Bright Futures Wealth Management
New York
-$801K -14,065 Closed
SW
275
SteelPeak Wealth
California
-$688K -12,636 Closed

MLPX Hedge Fund Activity: Q4 2024 in Review

267 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2024, worth a combined $1.69B — up 26% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MLPX positions and 22 closed out — a net gain of 45 holders — while 91 added to existing stakes and 70 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $41M. The largest seller was Morgan Stanley, cutting an estimated $11M.

  • 267 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.69B of Global X MLP & Energy Infrastructure ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2024 and 22 closed out, a net change of +45 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2024 was Phoenix Financial, an estimated $41M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2024 was Morgan Stanley, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.