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Global X MLP & Energy Infrastructure ETF
MLPX

228 hedge funds and large institutions have $1.34B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,021% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $98K

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

20% more capital invested

Capital invested by funds: $1.12B → $1.34B (+$222M)

13% more funds holding

Funds holding: 201 → 228 (+27)

0.2% less ownership

Funds ownership: 71.22% → 71.02% (-0.2%)

Holders
228
Holders Change
+27
Holders Change %
+13.43%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
42
Increased
81
Reduced
64
Closed
14
Calls
$3.06M
Puts
$98K
Net Calls
+$2.96M
Net Calls Change
+$302K

Top Buyers

1
PF
Phoenix Financial
Israel
+$105M
2
Morgan Stanley
Morgan Stanley
New York
+$27M
3
Goldman Sachs
Goldman Sachs
New York
+$8.58M
4
Two Sigma Investments
Two Sigma Investments
New York
+$6.49M
5
UBS Group
UBS Group
Switzerland
+$4.74M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
-$22.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.49M
3
3AM
3EDGE Asset Management
Florida
-$2.85M
4
GEM
Global Endowment Management
North Carolina
-$2.66M
5
GCP
GSA Capital Partners
United Kingdom
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
76
Savoie Capital
Illinois
$1.69M – – –
VV
77
Verity & Verity
South Carolina
$1.66M -$10K -190 -0.6%
Corient Private Wealth
78
Corient Private Wealth
Florida
$1.62M -$152K -2,884 -9%
Truist Financial
79
Truist Financial
North Carolina
$1.52M +$162K +3,065 +12%
RJA
80
Raymond James & Associates
Florida
$1.46M +$19.3K +365 +1%
IRC
81
Investors Research Corp
Georgia
$1.39M -$211 -4 -0%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.37M -$315K -5,968 -19%
AT
83
Arlington Trust
Alabama
$1.33M – – –
FT
84
Fiduciary Trust
Massachusetts
$1.24M +$362K +6,853 +43%
CCM
85
Coldstream Capital Management
Washington
$1.21M – – –
NAM
86
NTV Asset Management
West Virginia
$1.18M +$106 +2 +0%
FEM
87
Fulcrum Equity Management
Texas
$1.17M +$1.13M +21,437 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$89.2K +1,689 +9%
P
89
&Partners
Tennessee
$1.14M -$76.6K -1,450 -6%
Lido Advisors
90
Lido Advisors
California
$1.03M +$26.3K +498 +3%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$1M -$410K -7,770 -30%
ARC
92
Advisor Resource Council
Texas
$981K +$292K +5,526 +44%
OWA
93
Outlook Wealth Advisors
Texas
$967K -$275K -5,210 -23%
SCP
94
Stamos Capital Partners
California
$959K -$148K -2,800 -14%
MNA
95
Manning & Napier Advisors
New York
$956K +$927K +17,557 New
BCM
96
Birch Capital Management
Texas
$948K – – –
GVAG
97
Great Valley Advisor Group
Delaware
$937K +$909K +17,206 New
AWA
98
Aaron Wealth Advisors
Illinois
$918K – – –
KAS
99
Kestra Advisory Services
Texas
$917K +$11.4K +216 +1%
APW
100
Aurora Private Wealth
New Jersey
$881K -$82.6K -1,564 -9%
2 3
4
5 6

MLPX Hedge Fund Activity: Q3 2024 in Review

228 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2024, worth a combined $1.34B — up 20% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MLPX positions and 14 closed out — a net gain of 28 holders — while 81 added to existing stakes and 64 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $105M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $22.1M sold.

  • 228 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $1.34B of Global X MLP & Energy Infrastructure ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 42 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2024 and 14 closed out, a net change of +28 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2024 was Phoenix Financial, an estimated $105M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2024.