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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 %
PCA
151
Private Capital Advisors
Connecticut
$484K – – –
PAG
152
Private Advisor Group
New Jersey
$478K +$18.4K +304 +4%
FCM
153
Firestone Capital Management
Florida
$476K – – –
ACA
154
Atlas Capital Advisors
Wyoming
$460K – – –
AAS
155
Avantax Advisory Services
Texas
$444K -$9.21K -152 -2%
CWM
156
Congress Wealth Management
Massachusetts
$437K +$437K +7,218 New
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$429K +$90.9K +1,501 +27%
PPW
158
Pasadena Private Wealth
California
$428K +$6.72K +111 +2%
DI
159
Disciplined Investors
Texas
$409K +$409K +6,525 New
CFGS
160
Concourse Financial Group Securities
Alabama
$386K +$4.42K +67 +1%
PFA
161
Pettinga Financial Advisors
Indiana
$377K – – –
DCM
162
Discovery Capital Management
Connecticut
$377K -$3.76K -62 -1%
US Bancorp
163
US Bancorp
Minnesota
$376K -$7.27K -120 -2%
MW
164
MBL Wealth
North Carolina
$371K -$36.3K -600 -9%
SGCA
165
Steel Grove Capital Advisors
Tennessee
$368K -$39.8K -657 -10%
AA
166
Ancora Advisors
Ohio
$366K +$99.9K +1,649 +38%
CMMS
167
Comprehensive Money Management Services
Florida
$363K +$363K +5,990 New
S
168
SharpePoint
Arizona
$346K +$346K +5,720 New
PHS
169
Pekin Hardy Strauss
Illinois
$334K +$334K +5,520 New
William Blair & Company
170
William Blair & Company
Illinois
$331K +$96K +1,585 +41%
MM
171
Morangie Management
Florida
$325K +$325K +5,360 New
KWM
172
Kingsview Wealth Management
Oregon
$322K -$57.7K -952 -15%
KPWS
173
Kestra Private Wealth Services
Texas
$313K +$3.27K +54 +1%
CAG
174
Crestwood Advisors Group
Massachusetts
$303K +$303K +5,000 New
FNBT
175
FineMark National Bank & Trust
Florida
$293K +$293K +4,840 New
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7
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