Global X MLP & Energy Infrastructure ETF
MLPX
186 hedge funds and large institutions have $615M invested in Global X MLP & Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
37% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 51
23% more call options, than puts
Call options by funds: $821K | Put options by funds: $669K
8% more capital invested
Capital invested by funds: $568M → $615M (+$47.8M)
6% more funds holding
Funds holding: 176 → 186 (+10)
2.64% more ownership
Funds ownership: 60.22% → 62.87% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.67M |
| 3 |
Cerity Partners
New York
|
+$3.31M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.34M |
| 5 |
AT
Arlington Trust
Birmingham,
Alabama
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$4.56M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.6M |
| 3 |
Morgan Stanley
New York
|
-$1.5M |
| 4 |
SC
Savoie Capital
Chicago,
Illinois
|
-$1.31M |
| 5 |
AP
Americana Partners
Houston,
Texas
|
-$1.05M |
MLPX Hedge Fund Activity: Q4 2023 in Review
186 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2023, worth a combined $615M — up 8.4% from $568M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MLPX positions and 12 closed out — a net gain of 14 holders — while 70 added to existing stakes and 51 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $11.4M. The largest seller was Global Endowment Management, cutting an estimated $4.56M.
- 186 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2023, up from 176 in Q3 2023.
- Funds reported $615M of Global X MLP & Energy Infrastructure ETF stock for Q4 2023, up 8.4% quarter-over-quarter.
- 26 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2023 and 12 closed out, a net change of +14 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $11.4M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2023 was Global Endowment Management, an estimated $4.56M sold.
Based on aggregated 13F filings for Q4 2023.