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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
CAG
176
Crestwood Advisors Group
Massachusetts
$303K +$297K +5,000 New
FNBT
177
FineMark National Bank & Trust
Florida
$293K +$288K +4,840 New
IP
178
Ignite Planners
California
$291K -$16.7K -280 -6%
SWA
179
Sax Wealth Advisors
New Jersey
$284K +$36.6K +615 +15%
VWA
180
Visionary Wealth Advisors
Illinois
$283K +$1.49K +25 +0.5%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$278K +$54.6K +918 +25%
PIA
182
Perennial Investment Advisors
California
$277K +$272K +4,570 New
SF
183
Synovus Financial
Georgia
$267K -$3.75K -63 -1%
QP
184
Quartz Partners
New York
$265K
KWA
185
Kingswood Wealth Advisors
California
$248K -$182K -3,067 -43%
CFG
186
Clayton Financial Group
Missouri
$247K +$2.56K +43 +1%
SIMG
187
Sonora Investment Management Group
Arizona
$245K +$240K +4,040 New
AAS
188
Asset Allocation Strategies
Michigan
$240K +$232K +3,896 New
NW
189
Naviter Wealth
Arkansas
$234K +$230K +3,863 New
EWM
190
Endowment Wealth Management
Wisconsin
$234K -$23.2K -390 -9%
CCB
191
Country Club Bank
Missouri
$226K
FOR
192
Family Office Research
Maryland
$225K +$221K +3,721 New
BHIA
193
Birch Hill Investment Advisors
Massachusetts
$222K +$218K +3,666 New
Belvedere Trading
194
Belvedere Trading
Illinois
$222K +$218K +3,660 New
ADBIC
195
A.D. Beadell Investment Counsel
Wisconsin
$221K +$217K +3,654 New
BCM
196
Brookstone Capital Management
Illinois
$220K +$217K +3,640 New
HighTower Advisors
197
HighTower Advisors
Illinois
$216K -$228K -3,839 -52%
PPP
198
Private Portfolio Partners
New Jersey
$216K +$212K +3,562 New
AWA
199
Arkadios Wealth Advisors
Georgia
$214K +$211K +3,540 New
Kayne Anderson Rudnick Investment Management
200
Kayne Anderson Rudnick Investment Management
California
$214K

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.