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Global X MLP & Energy Infrastructure ETF

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: 189201 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
126
Sweet Financial Partners
Minnesota
$383K
AAS
127
Avantax Advisory Services
Texas
$380K +$63.1K +1,281 +21%
PPW
128
Pasadena Private Wealth
California
$380K +$367K +7,445 New
SGCA
129
Steel Grove Capital Advisors
Tennessee
$370K +$109K +2,214 +44%
IP
130
Ignite Planners
California
$369K +$354K +7,191 New
MW
131
MBL Wealth
North Carolina
$335K
WP
132
Wealthspan Partners
Iowa
$322K +$311K +6,311 New
PFA
133
Pettinga Financial Advisors
Indiana
$320K -$7.39K -150 -2%
CFGS
134
Concourse Financial Group Securities
Alabama
$309K +$3.65K +74 +1%
Wolverine Trading
135
Wolverine Trading
Illinois
$306K +$80.9K +1,642 +38%
DADC
136
D.A. Davidson & Co
Montana
$306K +$295K +5,988 New
Jones Financial Companies
137
Jones Financial Companies
Missouri
$298K +$287K +5,837 New
MA
138
Menlo Advisors
California
$296K +$286K +5,805 New
HighTower Advisors
139
HighTower Advisors
Illinois
$279K +$34.8K +706 +15%
EWM
140
Endowment Wealth Management
Wisconsin
$263K -$16K -325 -6%
SSWG
141
Seven Springs Wealth Group
Tennessee
$258K +$249K +5,051 New
VWA
142
Visionary Wealth Advisors
Illinois
$256K +$1.48K +30 +0.6%
Citadel Advisors
143
Citadel Advisors
Florida
$243K -$377K -7,654 -62%
KPWS
144
Kestra Private Wealth Services
Texas
$237K +$228K +4,638 New
SF
145
Synovus Financial
Georgia
$233K -$10.8K -220 -5%
IC
146
Inscription Capital
Texas
$230K
ZIMP
147
Zimmermann Investment Management & Planning
Pennsylvania
$228K -$5.47K -111 -2%
GFS
148
GYL Financial Synergies
Connecticut
$225K -$3.94K -80 -2%
AA
149
Ancora Advisors
Ohio
$224K -$6.6K -134 -3%
IAS
150
Insigneo Advisory Services
Florida
$222K +$217K +4,411 New

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.