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Global X MLP & Energy Infrastructure ETF

292 hedge funds and large institutions have $2B invested in Global X MLP & Energy Infrastructure ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

5.72% less ownership

Funds ownership: 75.08%69.36% (-5.7%)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.7M
Puts
$2.57M
Net Calls
Net Calls Change

Top Buyers

1 +$26.3M
2 +$20.7M
3 +$5.94M
4
CIS
Custom Index Systems
New York
+$3.39M
5
PCM
Payne Capital Management
New York
+$3.37M

Top Sellers

1 -$176M
2 -$14.7M
3 -$9.42M
4
LPL Financial
LPL Financial
California
-$6.74M
5
AC
ASB Consultores
Florida
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MHFA
201
Mission Hills Financial Advisory
California
$317K
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$312K
CMMS
203
Comprehensive Money Management Services
Florida
$311K
LWM
204
Lionsbridge Wealth Management
Florida
$307K
C
205
Certuity
Florida
$297K
DADC
206
D.A. Davidson & Co
Montana
$295K
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$293K
AWA
208
Arkadios Wealth Advisors
Georgia
$283K
HI
209
Harbour Investments
Wisconsin
$283K
William Blair & Company
210
William Blair & Company
Illinois
$280K
CL
211
Choreo LLC
Illinois
$276K
ST
212
Somerset Trust
Pennsylvania
$275K
IP
213
Ignite Planners
California
$272K
AC
214
AlphaCore Capital
California
$270K
SF
215
Synovus Financial
Georgia
$254K
NS
216
NBC Securities
Alabama
$250K
NAS
217
NWF Advisory Services
California
$243K
SC
218
Scotia Capital
Ontario, Canada
$236K
BHIA
219
Birch Hill Investment Advisors
Massachusetts
$230K
CCB
220
Country Club Bank
Missouri
$223K
MIA
221
MMBG Investment Advisors
Florida
$222K
KPWS
222
Kestra Private Wealth Services
Texas
$222K
LEFP
223
Leading Edge Financial Planning
Tennessee
$222K
EFA
224
Edge Financial Advisors
Illinois
$220K
Kayne Anderson Rudnick Investment Management
225
Kayne Anderson Rudnick Investment Management
California
$217K