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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 %
IP
176
Ignite Planners
California
$291K -$17.3K -280 -6%
SWA
177
Sax Wealth Advisors
New Jersey
$284K +$37.2K +615 +15%
VWA
178
Visionary Wealth Advisors
Illinois
$283K +$1.51K +25 +0.5%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$278K +$55.6K +918 +25%
PIA
180
Perennial Investment Advisors
California
$277K +$277K +4,570 New
SF
181
Synovus Financial
Georgia
$267K -$3.82K -63 -1%
QP
182
Quartz Partners
New York
$265K – – –
KWA
183
Kingswood Wealth Advisors
California
$248K -$186K -3,067 -43%
CFG
184
Clayton Financial Group
Missouri
$247K +$2.6K +43 +1%
SIMG
185
Sonora Investment Management Group
Arizona
$245K +$245K +4,040 New
AAS
186
Asset Allocation Strategies
Michigan
$240K +$240K +3,896 New
NW
187
Naviter Wealth
Arkansas
$234K +$234K +3,863 New
EWM
188
Endowment Wealth Management
Wisconsin
$234K -$23.6K -390 -9%
CCB
189
Country Club Bank
Missouri
$226K – – –
FOR
190
Family Office Research
Maryland
$225K +$225K +3,721 New
BHIA
191
Birch Hill Investment Advisors
Massachusetts
$222K +$222K +3,666 New
Belvedere Trading
192
Belvedere Trading
Illinois
$222K +$222K +3,660 New
ADBIC
193
A.D. Beadell Investment Counsel
Wisconsin
$221K +$221K +3,654 New
BCM
194
Brookstone Capital Management
Illinois
$220K +$220K +3,640 New
HighTower Advisors
195
HighTower Advisors
Illinois
$216K -$232K -3,839 -52%
PPP
196
Private Portfolio Partners
New Jersey
$216K +$216K +3,562 New
AWA
197
Arkadios Wealth Advisors
Georgia
$214K +$214K +3,540 New
Kayne Anderson Rudnick Investment Management
198
Kayne Anderson Rudnick Investment Management
California
$214K – – –
ZI
199
ZEGA Investments
Florida
$214K +$214K +3,259 New
LEFP
200
Leading Edge Financial Planning
Tennessee
$214K -$11.9K -196 -5%
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