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Global X MLP & Energy Infrastructure ETF

46 hedge funds and large institutions have $86.9M invested in Global X MLP & Energy Infrastructure ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

49% more capital invested

Capital invested by funds: $58.5M → $86.9M (+$28.4M)

39% more funds holding

Funds holding: 3346 (+13)

2.07% more ownership

Funds ownership: 18.89%20.96% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
17
Reduced
9
Closed
2
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
American Financial Group
Ohio
$273K
SCM
27
SOL Capital Management
Maryland
$236K +$233K +5,300 New
WKWM
28
Walter & Keenan Wealth Management
Indiana
$223K +$220K +5,000 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$214K -$766K -17,403 -78%
PCA
30
Private Capital Advisors
Connecticut
$209K +$207K +4,700 New
MFS
31
MSI Financial Services
Massachusetts
$206K +$203K +4,605 +16,446%
DAC
32
Dividend Assets Capital
South Carolina
$200K +$2.95K +67 +2%
IA
33
IFP Advisors
Florida
$198K +$64.1K +1,456 +49%
CWM
34
Concert Wealth Management
California
$149K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$127K -$34K -772 -21%
SIG
36
Stanford Investment Group
California
$114K
Citigroup
37
Citigroup
New York
$103K +$11.4K +259 +13%
CAL
38
Capital Advisors Ltd
Ohio
$59K +$57.9K +1,316 New
AG
39
Advisor Group
Arizona
$41K +$11.8K +267 +41%
DADC
40
D.A. Davidson & Co
Montana
$29K +$29.4K +667 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$17.5K +397 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$5.28K +120 +73%
NFG
43
Next Financial Group
Texas
$6K +$5.86K +133 New
Wells Fargo
44
Wells Fargo
California
$6K +$5.94K +135 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$3K
CC
46
Callan Capital
California
-$494K -10,834 Closed
VKH
47
Virtu KCG Holdings
New York
-$199K -4,369 Closed
MWM
48
MinichMacGregor Wealth Management
New York
+$88 +2 New

MLPX Hedge Fund Activity: Q4 2016 in Review

46 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2016, worth a combined $86.9M — up 49% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MLPX positions and 2 closed out — a net gain of 13 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $21.8M. The largest seller was Cetera Advisor Networks, cutting an estimated $6.31M.

  • 46 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2016, up from 33 in Q3 2016.
  • Funds reported $86.9M of Global X MLP & Energy Infrastructure ETF stock for Q4 2016, up 49% quarter-over-quarter.
  • 15 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2016 and 2 closed out, a net change of +13 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2016 was Pinnacle Advisory Group, an estimated $21.8M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2016 was Cetera Advisor Networks, an estimated $6.31M sold.

Based on aggregated 13F filings for Q4 2016.