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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
CFGS
126
Concourse Financial Group Securities
Alabama
$293K +$3.46K +76 +1%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$287K -$51.7K -1,136 -16%
CRC
128
Curi RMB Capital
Illinois
$277K
EWM
129
Endowment Wealth Management
Wisconsin
$268K -$56.6K -1,242 -18%
EA
130
Eudaimonia Advisors
Tennessee
$262K +$16.7K +367 +7%
CW
131
Channel Wealth
California
$250K -$89K -1,955 -28%
GIA
132
Gladstone Institutional Advisory
Florida
$247K -$61.4K -1,348 -21%
SGCA
133
Steel Grove Capital Advisors
Tennessee
$247K -$33.4K -734 -13%
VWA
134
Visionary Wealth Advisors
Illinois
$244K +$227K +4,985 New
EP
135
Eudaimonia Partners
Tennessee
$243K -$25.6K -562 -10%
SF
136
Synovus Financial
Georgia
$234K -$1.46K -32 -0.7%
HighTower Advisors
137
HighTower Advisors
Illinois
$232K -$1.78K -39 -0.8%
ZIMP
138
Zimmermann Investment Management & Planning
Pennsylvania
$224K +$208K +4,574 New
AA
139
Ancora Advisors
Ohio
$222K
IC
140
Inscription Capital
Texas
$220K +$205K +4,500 New
GFS
141
GYL Financial Synergies
Connecticut
$220K -$22.8K -500 -10%
Wolverine Trading
142
Wolverine Trading
Illinois
$213K +$198K +4,354 New
LEFP
143
Leading Edge Financial Planning
Tennessee
$206K -$37.9K -833 -17%
NS
144
NBC Securities
Alabama
$189K +$956 +21 +0.5%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$186K +$81.7K +1,793 +89%
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$174K -$278K -6,099 -63%
IWP
147
IAG Wealth Partners
Wisconsin
$154K -$2K -44 -1%
WA
148
WestEnd Advisors
North Carolina
$152K -$46.4K -1,018 -25%
William Blair & Company
149
William Blair & Company
Illinois
$141K -$82K -1,800 -38%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$131K +$29.3K +644 +32%

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.