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Global X MLP & Energy Infrastructure ETF

267 hedge funds and large institutions have $1.69B invested in Global X MLP & Energy Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,316% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $400K

205% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 70

26% more capital invested

Capital invested by funds: $1.34B → $1.69B (+$346M)

17% more funds holding

Funds holding: 228267 (+39)

0.11% less ownership

Funds ownership: 71.02%70.9% (-0.11%)

Holders
267
Holders Change
+39
Holders Change %
+17.11%
% of All Funds
3.52%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
67
Increased
91
Reduced
70
Closed
22
Calls
$13.7M
Puts
$400K
Net Calls
+$13.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$536M -$11M -184,343 -2%
PF
2
Phoenix Financial
Israel
$199M +$41M +690,000 +27%
Bank of America
3
Bank of America
North Carolina
$132M +$10.7M +180,361 +9%
LPL Financial
4
LPL Financial
California
$66.4M +$13.7M +230,052 +27%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.8M +$2.16M +36,292 +5%
Wells Fargo
6
Wells Fargo
California
$41.9M +$3.12M +52,486 +8%
UBS Group
7
UBS Group
Switzerland
$30.6M +$6.83M +114,787 +29%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$27.6M +$862K +14,487 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.3M -$562K -9,450 -2%
ECM
10
Evergreen Capital Management
Washington
$25.4M +$25M +419,753 New
CAM
11
Cresset Asset Management
Illinois
$22.1M +$1.75M +29,369 +9%
PCM
12
Payne Capital Management
New York
$21.3M +$20.9M +351,417 New
G
13
GenTrust
Florida
$19.4M +$1.08M +18,108 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$18.6M +$7.05M +118,569 +63%
AC
15
Annandale Capital
Texas
$17.7M -$324K -5,439 -2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$17M +$16.7M +280,004 +25,926%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$14.7M +$833K +13,998 +6%
Ameriprise
18
Ameriprise
Minnesota
$14.1M +$8.47M +142,405 +157%
CFP
19
Curran Financial Partners
South Carolina
$13.8M +$417K +7,005 +3%
Stifel Financial
20
Stifel Financial
Missouri
$12.9M -$549K -9,233 -4%
BHWA
21
Beacon Harbor Wealth Advisors
Virginia
$12.6M +$12.4M +208,428 New
Raymond James Financial
22
Raymond James Financial
Florida
$12.4M +$12.2M +205,294 New
MCM
23
MAI Capital Management
Ohio
$11.9M +$769K +12,919 +7%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$11.4M +$3.79M +63,650 +51%
PS
25
Principal Securities
Iowa
$10.2M -$219K -3,678 -2%

MLPX Hedge Fund Activity: Q4 2024 in Review

267 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2024, worth a combined $1.69B — up 26% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MLPX positions and 22 closed out — a net gain of 45 holders — while 91 added to existing stakes and 70 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $41M. The largest seller was Morgan Stanley, cutting an estimated $11M.

  • 267 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.69B of Global X MLP & Energy Infrastructure ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2024 and 22 closed out, a net change of +45 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2024 was Phoenix Financial, an estimated $41M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2024 was Morgan Stanley, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2024.