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Global X MLP & Energy Infrastructure ETF

267 hedge funds and large institutions have $1.69B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,316% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $400K

205% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 70

26% more capital invested

Capital invested by funds: $1.34B → $1.69B (+$346M)

17% more funds holding

Funds holding: 228267 (+39)

0.11% less ownership

Funds ownership: 71.02%70.9% (-0.11%)

Holders
267
Holders Change
+39
Holders Change %
+17.11%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
67
Increased
91
Reduced
70
Closed
22
Calls
$13.7M
Puts
$400K
Net Calls
+$13.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Cynosure Group
Utah
$523K
WANY
152
Wealthspire Advisors (New York)
New York
$505K +$496K +8,345 New
PCA
153
Private Capital Advisors
Connecticut
$484K
PAG
154
Private Advisor Group
New Jersey
$478K +$18.1K +304 +4%
FCM
155
Firestone Capital Management
Florida
$476K
ACA
156
Atlas Capital Advisors
Wyoming
$460K
AAS
157
Avantax Advisory Services
Texas
$444K -$9.04K -152 -2%
CWM
158
Congress Wealth Management
Massachusetts
$437K +$429K +7,218 New
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$429K +$89.3K +1,501 +27%
PPW
160
Pasadena Private Wealth
California
$428K +$6.6K +111 +2%
DI
161
Disciplined Investors
Texas
$409K +$388K +6,525 New
CFGS
162
Concourse Financial Group Securities
Alabama
$386K +$3.99K +67 +1%
PFA
163
Pettinga Financial Advisors
Indiana
$377K
DCM
164
Discovery Capital Management
Connecticut
$377K -$3.69K -62 -1%
US Bancorp
165
US Bancorp
Minnesota
$376K -$7.14K -120 -2%
MW
166
MBL Wealth
North Carolina
$371K -$35.7K -600 -9%
SGCA
167
Steel Grove Capital Advisors
Tennessee
$368K -$39.1K -657 -10%
AA
168
Ancora Advisors
Ohio
$366K +$98.1K +1,649 +38%
CMMS
169
Comprehensive Money Management Services
Florida
$363K +$356K +5,990 New
S
170
SharpePoint
Arizona
$346K +$340K +5,720 New
PHS
171
Pekin Hardy Strauss
Illinois
$334K +$328K +5,520 New
William Blair & Company
172
William Blair & Company
Illinois
$331K +$94.3K +1,585 +41%
MM
173
Morangie Management
Florida
$325K +$319K +5,360 New
KWM
174
Kingsview Wealth Management
Oregon
$322K -$56.6K -952 -15%
KPWS
175
Kestra Private Wealth Services
Texas
$313K +$3.21K +54 +1%

MLPX Hedge Fund Activity: Q4 2024 in Review

267 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2024, worth a combined $1.69B — up 26% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MLPX positions and 22 closed out — a net gain of 45 holders — while 91 added to existing stakes and 70 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $41M. The largest seller was Morgan Stanley, cutting an estimated $11M.

  • 267 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.69B of Global X MLP & Energy Infrastructure ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2024 and 22 closed out, a net change of +45 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2024 was Phoenix Financial, an estimated $41M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2024 was Morgan Stanley, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.