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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
US Bancorp
176
US Bancorp
Minnesota
$8.57K
ACA
177
Aptus Capital Advisors
Alabama
$5.19K
FGA
178
Fortis Group Advisors
New Jersey
$4.7K -$4.37K -96 -50%
SWM
179
Spire Wealth Management
Virginia
$3.28K -$1.59K -35 -34%
BCM
180
Blume Capital Management
California
$3.04K
FCA
181
FinTrust Capital Advisors
South Carolina
$2.89K
TAM
182
Tucker Asset Management
Colorado
$2.84K
BFP
183
Briaud Financial Planning
Texas
$2K +$1.5K +33 New
NFSG
184
Newbridge Financial Services Group
Florida
$1.96K +$1.82K +40 New
TRCT
185
Tower Research Capital (TRC)
New York
$1.62K +$911 +20 +154%
BHWM
186
Beaird Harris Wealth Management
Texas
$1.57K +$1.46K +32 New
WWP
187
WR Wealth Planners
Missouri
$1.57K +$1.46K +32 New
VCM
188
Versant Capital Management
Arizona
$490 -$547 -12 -55%
CA
189
Clearstead Advisors
Ohio
$28 +$46 +1 New
ECM
190
Evergreen Capital Management
Washington
-$19.9M -446,903 Closed
LCWP
191
Legacy Capital Wealth Partners
Arkansas
-$1.75M -39,147 Closed
TFA
192
Teamwork Financial Advisors
Texas
-$688K -15,424 Closed
ZF
193
Zega Financial
Florida
-$688K -15,424 Closed
Renaissance Technologies
194
Renaissance Technologies
New York
-$656K -14,700 Closed
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
-$374K -8,389 Closed
PCP
196
Proficio Capital Partners
Massachusetts
-$326K -7,296 Closed
Bank of New York Mellon
197
Bank of New York Mellon
New York
-$301K -6,751 Closed
AWS
198
Aspen Wealth Strategies
Colorado
-$251K -5,630 Closed
HC
199
Hara Capital
Washington
-$224K -5,021 Closed
RIG
200
RiverFront Investment Group
Virginia
-$217K -4,872 Closed

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.