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Global X MLP & Energy Infrastructure ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 189201 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
83
Reduced
44
Closed
11
Calls
$2.69M
Puts
$36K
Net Calls
+$2.66M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$435M +$294M +5,973,610 +234%
Bank of America
2
Bank of America
North Carolina
$104M +$954K +19,370 +1%
LPL Financial
3
LPL Financial
California
$41.5M -$298K -6,045 -0.7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.9M +$1.71M +34,775 +5%
Wells Fargo
5
Wells Fargo
California
$32.1M +$1.81M +36,829 +6%
PF
6
Phoenix Financial
Israel
$30.9M +$29.8M +605,000 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$22.9M +$1.26M +25,503 +6%
ECM
8
Evergreen Capital Management
Washington
$22.1M +$21.3M +432,576 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.1M +$4.07M +82,703 +25%
G
10
GenTrust
Florida
$15.5M -$53.7K -1,091 -0.4%
AC
11
Annandale Capital
Texas
$15.4M +$585K +11,879 +4%
UBS Group
12
UBS Group
Switzerland
$15.4M +$122K +2,468 +0.8%
CAM
13
Cresset Asset Management
Illinois
$14.2M +$3.85M +78,193 +39%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$11.4M +$835K +16,951 +8%
Stifel Financial
15
Stifel Financial
Missouri
$11.2M +$887K +18,009 +9%
CFP
16
Curran Financial Partners
South Carolina
$10.9M +$55.3K +1,123 +0.5%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.4M +$7.49M +152,105 +299%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$9.77M +$9.43M +191,405 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.64M +$393K +7,989 +4%
MCM
20
MAI Capital Management
Ohio
$9.49M -$220K -4,473 -2%
FCG
21
Fielder Capital Group
Tennessee
$8.74M -$181K -3,684 -2%
PS
22
Principal Securities
Iowa
$8.52M +$384K +7,793 +5%
BAAM
23
Baker Avenue Asset Management
California
$6.96M -$188K -3,819 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$6.78M -$115K -2,341 -2%
DWP
25
Destiny Wealth Partners
Florida
$6.7M -$162K -3,286 -2%

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.