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Global X MLP & Energy Infrastructure ETF

302 hedge funds and large institutions have $1.85B invested in Global X MLP & Energy Infrastructure ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.16M

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

45% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 77

13% more funds holding

Funds holding: 267302 (+35)

10% more capital invested

Capital invested by funds: $1.69B → $1.85B (+$163M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.63% less ownership

Funds ownership: 70.9%67.27% (-3.6%)

Holders
302
Holders Change
+35
Holders Change %
+13.11%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
61
Increased
112
Reduced
77
Closed
22
Calls
$13.4M
Puts
$2.16M
Net Calls
+$11.3M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$595M +$30.2M +479,295 +5%
Bank of America
2
Bank of America
North Carolina
$138M -$798K -12,670 -0.6%
LPL Financial
3
LPL Financial
California
$89.6M +$19.4M +308,235 +28%
Wells Fargo
4
Wells Fargo
California
$63.4M +$19M +301,731 +44%
RA
5
Rational Advisors
New York
$52.6M +$52M +824,760 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$46.8M -$5.62M -89,274 -11%
Principal Financial Group
7
Principal Financial Group
Iowa
$41.5M +$40.9M +649,900 New
UBS Group
8
UBS Group
Switzerland
$41.3M +$8.95M +142,032 +28%
Raymond James Financial
9
Raymond James Financial
Florida
$34.8M +$21.4M +340,184 +166%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$29.1M -$24.6K -390 -0.1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$26.6M -$1.15M -18,226 -4%
Ameriprise
12
Ameriprise
Minnesota
$25.6M +$10.6M +168,187 +72%
AA
13
Advisory Alpha
Michigan
$24.3M +$23.7M +376,821 +11,228%
PCM
14
Payne Capital Management
New York
$22.4M -$48.9K -776 -0.2%
JP Morgan Chase
15
JP Morgan Chase
New York
$22.3M +$2.71M +42,976 +14%
G
16
GenTrust
Florida
$19.6M -$823K -13,062 -4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$18.2M +$8.76M +138,990 +95%
AC
18
Annandale Capital
Texas
$17.8M -$841K -13,351 -5%
TFA
19
Teamwork Financial Advisors
Texas
$17.2M +$15M +237,723 +756%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$16.2M -$1.69M -26,800 -10%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$16M +$497K +7,897 +3%
CAM
22
Cresset Asset Management
Illinois
$15.6M -$7.56M -120,046 -33%
CFP
23
Curran Financial Partners
South Carolina
$15.4M +$864K +13,716 +6%
Stifel Financial
24
Stifel Financial
Missouri
$14.7M +$1.07M +16,982 +8%
BHWA
25
Beacon Harbor Wealth Advisors
Virginia
$13.1M -$148K -2,357 -1%

MLPX Hedge Fund Activity: Q1 2025 in Review

302 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2025, worth a combined $1.85B — up 9.6% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MLPX positions and 22 closed out — a net gain of 39 holders — while 112 added to existing stakes and 77 trimmed.

The largest buyer was Rational Advisors, opening a new position worth an estimated $52M. The largest seller was Phoenix Financial, exiting entirely with an estimated $199M sold.

  • 302 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2025, up from 267 in Q4 2024.
  • Funds reported $1.85B of Global X MLP & Energy Infrastructure ETF stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 61 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2025 and 22 closed out, a net change of +39 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2025 was Rational Advisors, an estimated $52M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2025 was Phoenix Financial, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2025.