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Global X MLP & Energy Infrastructure ETF

53 hedge funds and large institutions have $210M invested in Global X MLP & Energy Infrastructure ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

18% more capital invested

Capital invested by funds: $177M → $210M (+$32.5M)

1.94% more ownership

Funds ownership: 22.61%24.55% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more call options, than puts

Call options by funds: $4K | Put options by funds: $4K

5% less funds holding

Funds holding: 5653 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
14
Closed
12
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
26
Walter & Keenan Wealth Management
Indiana
$603K +$288K +6,834 +88%
CWM
27
Cornerstone Wealth Management
Missouri
$541K +$142K +3,375 +35%
VKH
28
Virtu KCG Holdings
New York
$424K +$431K +10,242 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$406K -$4.04K -96 -1%
AFG
30
American Financial Group
Ohio
$361K +$109K +2,592 +42%
RJA
31
Raymond James & Associates
Florida
$320K +$11.6K +275 +4%
AIM
32
Advantage Investment Management
Iowa
$304K +$39.2K +931 +15%
VF
33
Virtu Financial
New York
$300K +$305K +7,246 New
GRP
34
Global Retirement Partners
California
$275K +$83.9K +1,992 +43%
TSS
35
Two Sigma Securities
New York
$226K +$230K +5,465 New
MML Investors Services
36
MML Investors Services
Massachusetts
$214K +$218K +5,171 New
AL
37
Aspiriant LLC
California
$180K +$183K +4,342 New
MFP
38
Mosaic Financial Partners
California
$177K +$180K +4,284 New
LFAS
39
Level Four Advisory Services
Texas
$170K
US Bancorp
40
US Bancorp
Minnesota
$138K
IFWM
41
Institute for Wealth Management
Colorado
$138K +$140K +3,333 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$101K +$11K +262 +12%
CAL
43
Capital Advisors Ltd
Ohio
$83K +$28.9K +687 +52%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$70K -$24.7K -587 -26%
AG
45
Advisor Group
Arizona
$32K +$2.11K +50 +7%
Citigroup
46
Citigroup
New York
$26K -$49.2K -1,167 -65%
HNB
47
Huntington National Bank
Ohio
$12K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K
NFG
49
Next Financial Group
Texas
$6K
Wells Fargo
50
Wells Fargo
California
$6K

MLPX Hedge Fund Activity: Q2 2017 in Review

53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2017, worth a combined $210M — up 18% from $177M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MLPX and 9 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $35.9M. The largest seller was Carroll Financial Associates, cutting an estimated $4.71M.

  • 53 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2017, down from 56 in Q1 2017.
  • Funds reported $210M of Global X MLP & Energy Infrastructure ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 9 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2017 and 12 closed out, a net change of -3 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2017 was LPL Financial, an estimated $35.9M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2017 was Carroll Financial Associates, an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2017.