We are live on ! Find out more
MLPX icon

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
AP
101
Americana Partners
Texas
$871K – – –
RFA
102
Resurgent Financial Advisors
Georgia
$857K +$8.88K +168 +1%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$832K +$505K +9,557 +164%
AC
104
Anson Capital
Georgia
$820K -$104K -1,968 -12%
BFWM
105
Bright Futures Wealth Management
New York
$801K +$75.3K +1,426 +11%
MPW
106
MGO Private Wealth
California
$796K +$9.83K +186 +1%
BIP
107
Blueprint Investment Partners
North Carolina
$787K +$764K +14,458 New
SWP
108
Stratos Wealth Partners
Ohio
$771K +$45.2K +855 +6%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$769K +$10.7K +202 +1%
DFG
110
Delta Financial Group
New Jersey
$763K +$370 +7 +0%
FHA
111
Flagship Harbor Advisors
Massachusetts
$759K +$267K +5,049 +57%
CL
112
Choreo LLC
Illinois
$727K -$50.1K -949 -7%
Creative Planning
113
Creative Planning
Kansas
$695K +$86.2K +1,632 +15%
SW
114
SteelPeak Wealth
California
$688K +$668K +12,636 New
TFA
115
Teamwork Financial Advisors
Texas
$660K +$641K +12,132 New
FM
116
Foster & Motley
Ohio
$625K -$71.5K -1,353 -11%
CWM
117
Collaborative Wealth Management
Florida
$608K -$12.4K -234 -2%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$581K +$56K +1,061 +11%
HAS
119
HBW Advisory Services
California
$552K +$14.3K +271 +3%
SI
120
Stephens Inc
Arkansas
$552K – – –
EH
121
Equitable Holdings
New York
$552K -$581 -11 -0.1%
FTUS
122
Flow Traders U.S.
New York
$542K +$526K +9,965 New
WP
123
Wealthspan Partners
Iowa
$540K +$190K +3,605 +57%
PCA
124
Prosperity Capital Advisors
Ohio
$532K -$33K -624 -6%
PWM
125
Palumbo Wealth Management
New York
$494K – – –
3 4
5
6 7

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.