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Global X MLP & Energy Infrastructure ETF

228 hedge funds and large institutions have $1.34B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,021% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $98K

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more capital invested

Capital invested by funds: $1.12B → $1.34B (+$222M)

13% more funds holding

Funds holding: 201228 (+27)

0.2% less ownership

Funds ownership: 71.22%71.02% (-0.2%)

Holders
228
Holders Change
+27
Holders Change %
+13.43%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
42
Increased
81
Reduced
64
Closed
14
Calls
$3.06M
Puts
$98K
Net Calls
+$2.96M
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$492M +$27M +511,138 +6%
PF
2
Phoenix Financial
Israel
$141M +$105M +1,990,750 +329%
Bank of America
3
Bank of America
North Carolina
$109M -$1.53M -28,944 -1%
LPL Financial
4
LPL Financial
California
$47.1M +$2.8M +52,978 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$42.8M +$2.27M +42,936 +6%
Wells Fargo
6
Wells Fargo
California
$34.8M +$574K +10,866 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$24.2M +$1.61M +30,415 +7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$24.1M -$370K -7,008 -2%
UBS Group
9
UBS Group
Switzerland
$21.3M +$4.74M +89,761 +30%
CAM
10
Cresset Asset Management
Illinois
$18.2M +$3M +56,709 +20%
G
11
GenTrust
Florida
$16.5M -$39.4K -745 -0.2%
AC
12
Annandale Capital
Texas
$16.2M -$267K -5,059 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.4M +$217K +4,103 +2%
Stifel Financial
14
Stifel Financial
Missouri
$12.1M +$144K +2,725 +1%
CFP
15
Curran Financial Partners
South Carolina
$12M +$364K +6,890 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.4M +$121K +2,294 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.3M -$769K -14,548 -7%
MCM
18
MAI Capital Management
Ohio
$9.99M -$123K -2,335 -1%
PS
19
Principal Securities
Iowa
$9.39M +$293K +5,549 +3%
FCG
20
Fielder Capital Group
Tennessee
$9.31M -$8.77K -166 -0.1%
Goldman Sachs
21
Goldman Sachs
New York
$8.84M +$8.58M +162,474 New
BAAM
22
Baker Avenue Asset Management
California
$7.89M +$452K +8,550 +6%
DWP
23
Destiny Wealth Partners
Florida
$7.31M +$164K +3,106 +2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.16M -$73.5K -1,391 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.72M +$1.43M +27,149 +28%

MLPX Hedge Fund Activity: Q3 2024 in Review

228 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2024, worth a combined $1.34B — up 20% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MLPX positions and 14 closed out — a net gain of 28 holders — while 81 added to existing stakes and 64 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $105M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $22.1M sold.

  • 228 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $1.34B of Global X MLP & Energy Infrastructure ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 42 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2024 and 14 closed out, a net change of +28 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2024 was Phoenix Financial, an estimated $105M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2024 was Evergreen Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2024.