Global X MLP & Energy Infrastructure ETF
MLPX
27 hedge funds and large institutions have $41.3M invested in Global X MLP & Energy Infrastructure ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 26 → 27 (+1)
6.65% less ownership
Funds ownership: 23.08% → 16.43% (-6.6%)
67% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 12
71% less capital invested
Capital invested by funds: $142M → $41.3M (-$101M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$13.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.86M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.56M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$986K |
| 5 |
KA
Klingman & Associates
New York
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$74.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$19.7M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$8.97M |
| 4 |
Morgan Stanley
New York
|
-$3.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | -$11.6K | -241 | -78% |
|
|
RIG
27
RiverFront Investment Group
Richmond,
Virginia
| – | -$74.8M | -1,389,000 | Closed |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$19.7M | -366,524 | Closed |
|
|
BTS
29
BB&T Securities
Richmond,
Virginia
| – | -$8.97M | -166,647 | Closed |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.16M | -21,458 | Closed |
|
|
TC
31
Trust Company
Manhattan,
Kansas
| – | -$203K | -3,767 | Closed |
|
|
S
32
SignatureFD
Atlanta,
Georgia
| – | -$140K | -2,602 | Closed |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$19.9K | -414 | -98% |
|
|
HI
34
Hudock Inc
Williamsport,
Pennsylvania
| – | -$15K | -290 | Closed |
|
MLPX Hedge Fund Activity: Q3 2015 in Review
27 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2015, worth a combined $41.3M — down 71% from $142M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MLPX positions and 7 closed out — a net gain of 2 holders — while 4 added to existing stakes and 12 trimmed.
The largest buyer was RegentAtlantic Capital, opening a new position worth an estimated $13.4M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $74.8M sold.
- 27 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2015, up from 26 in Q2 2015.
- Funds reported $41.3M of Global X MLP & Energy Infrastructure ETF stock for Q3 2015, down 71% quarter-over-quarter.
- 9 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2015 and 7 closed out, a net change of +2 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2015 was RegentAtlantic Capital, an estimated $13.4M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2015 was RiverFront Investment Group, an estimated $74.8M sold.
Based on aggregated 13F filings for Q3 2015.