Global X MLP & Energy Infrastructure ETF
MLPX
201 hedge funds and large institutions have $1.12B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 11 closing their positions.
7,386% more call options, than puts
Call options by funds: $2.69M | Put options by funds: $36K
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
89% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 44
62% more capital invested
Capital invested by funds: $690M → $1.12B (+$430M)
7.92% more ownership
Funds ownership: 63.3% → 71.22% (+7.9%)
6% more funds holding
Funds holding: 189 → 201 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$294M |
| 2 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$29.8M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$21.3M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$9.43M |
| 5 |
JP Morgan Chase
New York
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Delta Wealth Advisors
Indianapolis,
Indiana
|
-$658K |
| 2 |
FCM
Firestone Capital Management
Coral Gables,
Florida
|
-$385K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$377K |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$370K |
| 5 |
LPL Financial
San Diego,
California
|
-$298K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
201
Clearstead Advisors
Cleveland,
Ohio
| $29 | – | – | – |
|
|
DWA
202
Delta Wealth Advisors
Indianapolis,
Indiana
| – | -$658K | -13,423 | Closed |
|
|
FCM
203
Firestone Capital Management
Coral Gables,
Florida
| – | -$385K | -7,864 | Closed |
|
|
204
Brown Advisory
Baltimore,
Maryland
| – | -$370K | -7,544 | Closed |
|
|
CRC
205
Curi RMB Capital
Chicago,
Illinois
| – | -$277K | -5,654 | Closed |
|
|
CW
206
Channel Wealth
Santa Barbara,
California
| – | -$250K | -5,110 | Closed |
|
|
GIA
207
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$247K | -5,040 | Closed |
|
|
LEFP
208
Leading Edge Financial Planning
Knoxville,
Tennessee
| – | -$206K | -4,197 | Closed |
|
|
OC
209
Oakworth Capital
Birmingham,
Alabama
| – | -$49K | -1,000 | Closed |
|
|
CWAF
210
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$35.5K | -724 | Closed |
|
|
EWA
211
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$28.3K | -584 | Closed |
|
|
BHWM
212
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$1.57K | -32 | Closed |
|
MLPX Hedge Fund Activity: Q2 2024 in Review
201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2024, worth a combined $1.12B — up 62% from $690M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MLPX positions and 11 closed out — a net gain of 18 holders — while 83 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $294M. The largest seller was Delta Wealth Advisors, exiting entirely with an estimated $658K sold.
- 201 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2024, up from 189 in Q1 2024.
- Funds reported $1.12B of Global X MLP & Energy Infrastructure ETF stock for Q2 2024, up 62% quarter-over-quarter.
- 29 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2024 and 11 closed out, a net change of +18 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2024 was Morgan Stanley, an estimated $294M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2024 was Delta Wealth Advisors, an estimated $658K sold.
Based on aggregated 13F filings for Q2 2024.