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Global X MLP & Energy Infrastructure ETF

228 hedge funds and large institutions have $1.34B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,021% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $98K

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more capital invested

Capital invested by funds: $1.12B → $1.34B (+$222M)

13% more funds holding

Funds holding: 201228 (+27)

0.2% less ownership

Funds ownership: 71.22%71.02% (-0.2%)

Holders
228
Holders Change
+27
Holders Change %
+13.43%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
42
Increased
81
Reduced
64
Closed
14
Calls
$3.06M
Puts
$98K
Net Calls
+$2.96M
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$211K
LEFP
177
Leading Edge Financial Planning
Tennessee
$203K +$197K +3,734 New
CCB
178
Country Club Bank
Missouri
$203K +$198K +3,754 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$200K +$15.2K +288 +9%
Kayne Anderson Rudnick Investment Management
180
Kayne Anderson Rudnick Investment Management
California
$193K
IWP
181
IAG Wealth Partners
Wisconsin
$160K -$475 -9 -0.3%
WA
182
WestEnd Advisors
North Carolina
$151K -$4.54K -86 -3%
PA
183
Parallel Advisors
California
$143K +$317 +6 +0.2%
IWA
184
Icon Wealth Advisors
Texas
$109K +$106K +2,000 New
PTC
185
Private Trust Company
Ohio
$108K +$49.3K +933 +89%
JFGIW
186
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
FIM
187
FWL Investment Management
Texas
$101K -$5.28K -100 -5%
FMB
188
Field & Main Bank
Kentucky
$99.3K +$3.96K +75 +4%
MA
189
MCF Advisors
Kentucky
$73K +$4.91K +93 +7%
CWC
190
Carolinas Wealth Consulting
North Carolina
$71.5K
AAM
191
Advisors Asset Management
Colorado
$64.8K +$62.9K +1,191 New
SS
192
Sunbelt Securities
Texas
$61.5K +$43.8K +829 +276%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$58.3K +$57.1K +1,080 New
CAL
194
Capital Advisors Ltd
Ohio
$57K
ATC
195
Adirondack Trust Company
New York
$55.2K +$53.6K +1,015 New
CA
196
Continuum Advisory
Idaho
$48.5K -$5.28K -100 -11%
AssetMark Inc
197
AssetMark Inc
California
$42K +$40.8K +772 New
AIP
198
Ameritas Investment Partners
Nebraska
$39.8K -$528 -10 -1%
HI
199
Harbour Investments
Wisconsin
$39.5K +$11.8K +223 +44%
Franklin Resources
200
Franklin Resources
California
$35.9K

MLPX Hedge Fund Activity: Q3 2024 in Review

228 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2024, worth a combined $1.34B — up 20% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MLPX positions and 14 closed out — a net gain of 28 holders — while 81 added to existing stakes and 64 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $105M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $22.1M sold.

  • 228 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $1.34B of Global X MLP & Energy Infrastructure ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 42 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2024 and 14 closed out, a net change of +28 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2024 was Phoenix Financial, an estimated $105M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2024.