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Global X MLP & Energy Infrastructure ETF

189 hedge funds and large institutions have $690M invested in Global X MLP & Energy Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,624% more call options, than puts

Call options by funds: $931K | Put options by funds: $54K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

2% more funds holding

Funds holding: 186189 (+3)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less capital invested

Capital invested by funds: $725M → $690M (-$35.5M)

10.81% less ownership

Funds ownership: 74.11%63.3% (-11%)

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
61
Reduced
59
Closed
22
Calls
$931K
Puts
$54K
Net Calls
+$877K
Net Calls Change
+$725K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$125M -$108M -2,382,102 -48%
Bank of America
2
Bank of America
North Carolina
$98.5M +$9.8M +215,188 +12%
LPL Financial
3
LPL Financial
California
$40.1M +$3.8M +83,355 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.7M +$915K +20,088 +3%
Wells Fargo
5
Wells Fargo
California
$29M +$2.64M +57,942 +11%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$20.7M -$471K -10,336 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.2M +$2.12M +46,557 +16%
G
8
GenTrust
Florida
$14.9M +$33.8K +742 +0.2%
UBS Group
9
UBS Group
Switzerland
$14.6M -$449K -9,854 -3%
AC
10
Annandale Capital
Texas
$14.2M +$486K +10,666 +4%
CFP
11
Curran Financial Partners
South Carolina
$10.4M +$149K +3,273 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$10.2M +$9.44M +207,297 New
Stifel Financial
13
Stifel Financial
Missouri
$9.89M +$533K +11,713 +6%
CAM
14
Cresset Asset Management
Illinois
$9.8M +$591K +12,972 +7%
CAN
15
Cetera Advisor Networks
California
$9.38M +$1.58M +34,660 +22%
MCM
16
MAI Capital Management
Ohio
$9.32M -$299K -6,571 -3%
CW
17
Connectus Wealth
Ohio
$9.24M +$41.9K +920 +0.5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.86M -$128K -2,820 -2%
FCG
19
Fielder Capital Group
Tennessee
$8.57M +$983K +21,579 +14%
PS
20
Principal Securities
Iowa
$7.8M +$392K +8,600 +6%
BAAM
21
Baker Avenue Asset Management
California
$6.87M -$137K -2,997 -2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.62M -$33K -725 -0.5%
DWP
23
Destiny Wealth Partners
Florida
$6.59M +$247K +5,434 +4%
GEM
24
Global Endowment Management
North Carolina
$5.39M
TIM
25
Thor Investment Management
Ohio
$4.4M +$236K +5,174 +6%

MLPX Hedge Fund Activity: Q1 2024 in Review

189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2024, worth a combined $690M — down 4.9% from $725M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MLPX positions and 22 closed out — a net gain of 7 holders — while 61 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $9.8M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 189 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $690M of Global X MLP & Energy Infrastructure ETF stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 29 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2024 and 22 closed out, a net change of +7 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2024 was Bank of America, an estimated $9.8M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.