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Global X MLP & Energy Infrastructure ETF
MLPX

201 hedge funds and large institutions have $1.12B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,386% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $36K

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 44

62% more capital invested

Capital invested by funds: $690M → $1.12B (+$430M)

7.92% more ownership

Funds ownership: 63.3% → 71.22% (+7.9%)

6% more funds holding

Funds holding: 189 → 201 (+12)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
83
Reduced
44
Closed
11
Calls
$2.69M
Puts
$36K
Net Calls
+$2.66M
Net Calls Change
+$1.78M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$294M
2
PF
Phoenix Financial
Israel
+$29.8M
3
ECM
Evergreen Capital Management
Washington
+$21.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.43M
5
JP Morgan Chase
JP Morgan Chase
New York
+$7.49M

Top Sellers

Rank Fund Capital Flow
1
DWA
Delta Wealth Advisors
Indiana
-$658K
2
FCM
Firestone Capital Management
Florida
-$385K
3
Citadel Advisors
Citadel Advisors
Florida
-$377K
4
Brown Advisory
Brown Advisory
Maryland
-$370K
5
LPL Financial
LPL Financial
California
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
101
Resurgent Financial Advisors
Georgia
$795K +$189K +3,832 +33%
OCPWS
102
One Charles Private Wealth Services
Massachusetts
$778K +$35.1K +713 +5%
MPW
103
MGO Private Wealth
California
$737K +$1.18K +24 +0.2%
CL
104
Choreo LLC
Illinois
$723K -$24.6K -500 -3%
DFG
105
Delta Financial Group
New Jersey
$716K +$394 +8 +0.1%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$711K +$58.2K +1,182 +9%
SWP
107
Stratos Wealth Partners
Ohio
$679K +$99.4K +2,019 +18%
SIG
108
Stonegate Investment Group
Alabama
$659K +$635K +12,900 New
FM
109
Foster & Motley
Ohio
$655K -$4.19K -85 -0.7%
BFWM
110
Bright Futures Wealth Management
New York
$655K +$32.8K +666 +6%
CWM
111
Collaborative Wealth Management
Florida
$582K -$5.22K -106 -0.9%
Creative Planning
112
Creative Planning
Kansas
$568K -$277K -5,625 -34%
PCA
113
Prosperity Capital Advisors
Ohio
$531K +$788 +16 +0.2%
OWA
114
ORBA Wealth Advisors
Illinois
$528K +$148 +3 +0%
EH
115
Equitable Holdings
New York
$518K +$82.6K +1,678 +20%
SI
116
Stephens Inc
Arkansas
$518K – – –
HAS
117
HBW Advisory Services
California
$504K +$27.6K +560 +6%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$490K +$286K +5,808 +153%
PAG
119
Private Advisor Group
New Jersey
$474K -$35.3K -716 -7%
PWM
120
Palumbo Wealth Management
New York
$464K – – –
EWA
121
EP Wealth Advisors
California
$460K – – –
FHA
122
Flagship Harbor Advisors
Massachusetts
$454K +$18.9K +383 +5%
IWM
123
IHT Wealth Management
Illinois
$435K +$420K +8,523 New
PCA
124
Private Capital Advisors
Connecticut
$408K – – –
ACA
125
Atlas Capital Advisors
Wyoming
$388K – – –
3 4
5
6 7

MLPX Hedge Fund Activity: Q2 2024 in Review

201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2024, worth a combined $1.12B — up 62% from $690M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPX positions and 11 closed out — a net gain of 18 holders — while 83 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $294M. The largest seller was Delta Wealth Advisors, exiting entirely with an estimated $658K sold.

  • 201 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2024, up from 189 in Q1 2024.
  • Funds reported $1.12B of Global X MLP & Energy Infrastructure ETF stock for Q2 2024, up 62% quarter-over-quarter.
  • 29 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2024 and 11 closed out, a net change of +18 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2024 was Morgan Stanley, an estimated $294M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2024 was Delta Wealth Advisors, an estimated $658K sold.

Based on aggregated 13F filings for Q2 2024.