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Global X MLP & Energy Infrastructure ETF

189 hedge funds and large institutions have $690M invested in Global X MLP & Energy Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,624% more call options, than puts

Call options by funds: $931K | Put options by funds: $54K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

2% more funds holding

Funds holding: 186189 (+3)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less capital invested

Capital invested by funds: $725M → $690M (-$35.5M)

10.81% less ownership

Funds ownership: 74.11%63.3% (-11%)

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
61
Reduced
59
Closed
22
Calls
$931K
Puts
$54K
Net Calls
+$877K
Net Calls Change
+$725K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
51
Greytown Advisors
Florida
$2.11M +$366K +8,031 +23%
BG
52
Bollard Group
Massachusetts
$2.1M +$25.6K +563 +1%
ST
53
Sageworth Trust
Pennsylvania
$2.05M
VWM
54
Venturi Wealth Management
Texas
$2.03M -$144K -3,166 -7%
NGA
55
Naples Global Advisors
Florida
$1.97M -$29.4K -645 -2%
Comerica Bank
56
Comerica Bank
Texas
$1.96M -$29.7K -653 -2%
GDP
57
Great Diamond Partners
Maine
$1.79M +$12.1K +265 +0.7%
IAA
58
Ironsides Asset Advisors
North Carolina
$1.69M +$169K +3,700 +12%
TFA
59
Transamerica Financial Advisors
Florida
$1.67M +$1.56M +34,155 +3,415,500%
SCA
60
Snowden Capital Advisors
New York
$1.66M +$9.06K +199 +0.6%
Corient Private Wealth
61
Corient Private Wealth
Florida
$1.64M +$63.9K +1,402 +4%
PFS
62
Prospera Financial Services
Texas
$1.6M +$17.1K +375 +1%
TW
63
Transform Wealth
Colorado
$1.58M -$78.3K -1,719 -5%
VV
64
Verity & Verity
South Carolina
$1.53M -$1.14K -25 -0.1%
SC
65
Savoie Capital
Illinois
$1.52M +$1.41M +31,000 New
GM
66
GeoWealth Management
Illinois
$1.52M +$25K +549 +2%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.43M -$82.8K -1,817 -6%
LIM
68
Leavell Investment Management
Alabama
$1.37M +$126K +2,773 +11%
MFF
69
Mango Five Family
Nevada
$1.37M -$137K -3,000 -10%
IRC
70
Investors Research Corp
Georgia
$1.27M -$45.3K -995 -4%
SCP
71
Stamos Capital Partners
California
$1.26M -$59.2K -1,300 -5%
RJA
72
Raymond James & Associates
Florida
$1.24M -$403K -8,848 -26%
AT
73
Arlington Trust
Alabama
$1.19M
OWA
74
Outlook Wealth Advisors
Texas
$1.14M +$23.4K +513 +2%
CBT
75
CoreFirst Bank & Trust
Kansas
$1.13M +$12.1K +265 +1%

MLPX Hedge Fund Activity: Q1 2024 in Review

189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2024, worth a combined $690M — down 4.9% from $725M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPX positions and 22 closed out — a net gain of 7 holders — while 61 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $9.8M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 189 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $690M of Global X MLP & Energy Infrastructure ETF stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 29 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2024 and 22 closed out, a net change of +7 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2024 was Bank of America, an estimated $9.8M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.