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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
PA
151
Parallel Advisors
California
$128K +$319 +7 +0.3%
GI
152
Gradient Investments
Minnesota
$121K -$10.1K -221 -8%
FIM
153
FWL Investment Management
Texas
$95.5K -$4.55K -100 -5%
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91.3K
FMB
155
Field & Main Bank
Kentucky
$85.7K
GRP
156
Global Retirement Partners
California
$84.5K -$15.6K -342 -17%
PTC
157
Private Trust Company
Ohio
$51.5K
OC
158
Oakworth Capital
Alabama
$49K
CA
159
Continuum Advisory
Idaho
$44.4K +$41K +900 New
AIP
160
Ameritas Investment Partners
Nebraska
$36.3K
CWAF
161
Core Wealth Advisors (Florida)
Florida
$35.5K
CAL
162
Capital Advisors Ltd
Ohio
$34K
Franklin Resources
163
Franklin Resources
California
$30.6K
EWA
164
EverSource Wealth Advisors
Alabama
$28.3K +$26.6K +584 New
SAM
165
S.A. Mason
Michigan
$27.9K
HI
166
Harbour Investments
Wisconsin
$26.2K
NCM
167
Northwest Capital Management
Oregon
$23.3K
CYG
168
Clean Yield Group
Vermont
$21.5K
WP
169
WealthShield Partners
North Carolina
$17.1K
AIM
170
Anchor Investment Management
South Carolina
$16.4K
RIA
171
Realta Investment Advisors
Delaware
$16K +$14.8K +326 New
SS
172
Sunbelt Securities
Texas
$14.7K
MFA
173
McClarren Financial Advisors
Pennsylvania
$14K -$9.02K -198 -41%
CAL
174
Capital Analysts LLC
Pennsylvania
$12K
BL
175
BFSG LLC
California
$8.62K +$8.02K +176 New

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.