MLPX icon

Global X MLP & Energy Infrastructure ETF
MLPX

Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+37
Holders Change %
+16.3%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
65
Increased
90
Reduced
70
Closed
22
Calls
$13.7M
Puts
$400K
Net Calls
+$13.3M
Net Calls Change
+$10.3M

Top Buyers

1
PF
Phoenix Financial
Israel
$199M
2
ECM
Evergreen Capital Management
Washington
$25.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17M
4
LPL Financial
LPL Financial
California
$66.4M
5
BHWA
Beacon Harbor Wealth Advisors
Virginia
$12.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$536M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
FCG
Fielder Capital Group
Tennessee
$1.85M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$816K +$171K +2,816 +26%
OL
127
Owen LaRue
Kentucky
$766K +$766K +12,656 New
BCM
128
Birch Capital Management
Texas
$754K -$301K -4,967 -29%
Creative Planning
129
Creative Planning
Kansas
$735K -$37.9K -625 -5%
SSWG
130
Seven Springs Wealth Group
Tennessee
$712K +$282K +4,653 +65%
SIG
131
Stonegate Investment Group
Alabama
$701K +$217K +3,580 +45%
CWM
132
Collaborative Wealth Management
Florida
$677K +$1.21K +20 +0.2%
CAL
133
Capital Advisors Ltd
Ohio
$672K +$608K +10,045 +951%
IAA
134
Independent Advisor Alliance
North Carolina
$663K +$663K +10,946 New
CL
135
Choreo LLC
Illinois
$646K -$154K -2,551 -19%
FM
136
Foster & Motley
Ohio
$643K -$52.2K -862 -8%
Barclays
137
Barclays
United Kingdom
$642K +$626K +10,343 +4,025%
SI
138
Stephens Inc
Arkansas
$614K – – –
OIA
139
OneDigital Investment Advisors
Kansas
$599K +$599K +9,897 New
IAS
140
Insigneo Advisory Services
Florida
$599K +$114K +1,881 +23%
PCA
141
Prosperity Capital Advisors
Ohio
$589K -$2.67K -44 -0.5%
DADC
142
D.A. Davidson & Co
Montana
$569K +$133K +2,200 +31%
AFP
143
Ausdal Financial Partners
Iowa
$567K +$82.6K +1,364 +17%
SI
144
Saxon Interests
Texas
$555K +$555K +9,164 New
PWM
145
Palumbo Wealth Management
New York
$550K – – –
BFG
146
Bleakley Financial Group
New Jersey
$548K +$154K +2,545 +39%
OWA
147
ORBA Wealth Advisors
Illinois
$547K +$1.15K +19 +0.2%
EWA
148
EP Wealth Advisors
California
$547K +$727 +12 +0.1%
CG
149
Cynosure Group
Utah
$523K – – –
WANY
150
Wealthspire Advisors (New York)
New York
$505K +$505K +8,345 New
4 5
6
7 8