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Global X MLP & Energy Infrastructure ETF
MLPX

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: 186 → 189 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.44M
3
LPL Financial
LPL Financial
California
+$3.8M
4
Mariner
Mariner
Kansas
+$3.74M
5
AI
Atria Investments
North Carolina
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$108M
2
ECM
Evergreen Capital Management
Washington
-$19.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$11.7M
4
LCWP
Legacy Capital Wealth Partners
Arkansas
-$1.75M
5
ARC
Advisor Resource Council
Texas
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Coldstream Capital Management
Washington
$1.09M +$493K +10,817 +95%
NAM
77
NTV Asset Management
West Virginia
$1.06M -$45.5K -1,000 -4%
CIBC World Market
78
CIBC World Market
Ontario, Canada
$932K +$867K +19,030 New
APW
79
Aurora Private Wealth
New Jersey
$852K +$43.3K +950 +6%
KAS
80
Kestra Advisory Services
Texas
$851K +$132K +2,897 +20%
AC
81
Anson Capital
Georgia
$837K +$6.33K +139 +0.8%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$832K +$56.7K +1,244 +8%
AWA
83
Aaron Wealth Advisors
Illinois
$827K – – –
Creative Planning
84
Creative Planning
Kansas
$821K – – –
AP
85
Americana Partners
Texas
$784K +$729K +16,000 New
FT
86
Fiduciary Trust
Massachusetts
$782K +$727K +15,959 New
P
87
&Partners
Tennessee
$768K +$714K +15,678 New
Marshall Wace
88
Marshall Wace
United Kingdom
$766K +$712K +15,639 New
CL
89
Choreo LLC
Illinois
$720K – – –
OCPWS
90
One Charles Private Wealth Services
Massachusetts
$712K +$55K +1,207 +9%
MPW
91
MGO Private Wealth
California
$707K -$5.65K -124 -0.9%
DFG
92
Delta Financial Group
New Jersey
$686K -$13.3K -293 -2%
GCP
93
GSA Capital Partners
United Kingdom
$681K +$305K +6,699 +93%
DWA
94
Delta Wealth Advisors
Indiana
$658K +$611K +13,423 New
FM
95
Foster & Motley
Ohio
$633K -$34.1K -749 -5%
BCM
96
Birch Capital Management
Texas
$628K +$497K +10,912 +573%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$624K +$580K +12,737 New
BFWM
98
Bright Futures Wealth Management
New York
$609K +$545K +11,973 New
CA
99
Cetera Advisors
Colorado
$608K +$315K +6,910 +125%
Citadel Advisors
100
Citadel Advisors
Florida
$608K +$565K +12,410 New
2 3
4
5 6

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.