Global X MLP & Energy Infrastructure ETF
MLPX
186 hedge funds and large institutions have $725M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
42% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 50
28% more capital invested
Capital invested by funds: $568M → $725M (+$158M)
23% more call options, than puts
Call options by funds: $821K | Put options by funds: $669K
13.88% more ownership
Funds ownership: 60.22% → 74.11% (+14%)
6% more funds holding
Funds holding: 176 → 186 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$106M |
| 2 |
JP Morgan Chase
New York
|
+$11.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$4.67M |
| 4 |
Cerity Partners
New York
|
+$3.31M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$4.56M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.6M |
| 3 |
SC
Savoie Capital
Chicago,
Illinois
|
-$1.31M |
| 4 |
AP
Americana Partners
Houston,
Texas
|
-$1.05M |
| 5 |
Two Sigma Investments
New York
|
-$818K |
MLPX Hedge Fund Activity: Q4 2023 in Review
186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2023, worth a combined $725M — up 28% from $568M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MLPX positions and 12 closed out — a net gain of 14 holders — while 71 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was Global Endowment Management, cutting an estimated $4.56M.
- 186 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2023, up from 176 in Q3 2023.
- Funds reported $725M of Global X MLP & Energy Infrastructure ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 26 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2023 and 12 closed out, a net change of +14 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2023 was Global Endowment Management, an estimated $4.56M sold.
Based on aggregated 13F filings for Q4 2023.