Global X MLP & Energy Infrastructure ETF
MLPX
26 hedge funds and large institutions have $142M invested in Global X MLP & Energy Infrastructure ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
1.91% more ownership
Funds ownership: 21.17% → 23.08% (+1.9%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4% less funds holding
Funds holding: 27 → 26 (-1)
26% less capital invested
Capital invested by funds: $193M → $142M (-$51.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.73M |
| 3 |
Morgan Stanley
New York
|
+$5.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.55M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trust Company
Manhattan,
Kansas
|
-$884K |
| 2 |
VF
Virtu Financial
New York
|
-$642K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$363K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$29K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$25.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Hudock Inc
Williamsport,
Pennsylvania
| $15K | – | – | – |
|
|
VF
27
Virtu Financial
New York
| – | -$642K | -11,406 | Closed |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| – | -$363K | -6,431 | Closed |
|
|
29
Creative Planning
Overland Park,
Kansas
| – | -$29K | -513 | Closed |
|
30
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -29 | Closed |
|
MLPX Hedge Fund Activity: Q2 2015 in Review
26 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2015, worth a combined $142M — down 26% from $193M a quarter earlier.
Fund positioning in MLPX was balanced in Q2 2015: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $15M. The largest seller was Trust Company, cutting an estimated $884K.
- 26 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2015, down from 27 in Q1 2015.
- Funds reported $142M of Global X MLP & Energy Infrastructure ETF stock for Q2 2015, down 26% quarter-over-quarter.
- 4 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2015 and 4 closed out, a net change of 0 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2015 was Raymond James & Associates, an estimated $15M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2015 was Trust Company, an estimated $884K sold.
Based on aggregated 13F filings for Q2 2015.