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Global X MLP & Energy Infrastructure ETF

26 hedge funds and large institutions have $194M invested in Global X MLP & Energy Infrastructure ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

18% more funds holding

Funds holding: 2226 (+4)

10% more capital invested

Capital invested by funds: $177M → $194M (+$17.4M)

2.69% less ownership

Funds ownership: 26.43%23.74% (-2.7%)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$5K
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
-$1.65M -27,758 Closed
VKH
28
Virtu KCG Holdings
New York
-$598K -10,049 Closed
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
-$283K -4,745 Closed
NPC
30
National Planning Corporation
California
-$230K -3,860 Closed

MLPX Hedge Fund Activity: Q3 2014 in Review

26 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2014, worth a combined $194M — up 9.8% from $177M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MLPX positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $5.37M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $1.65M sold.

  • 26 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $194M of Global X MLP & Energy Infrastructure ETF stock for Q3 2014, up 9.8% quarter-over-quarter.
  • 8 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2014 and 4 closed out, a net change of +4 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2014 was Ancora Advisors, an estimated $5.37M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2014 was Schroder Investment Management Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2014.