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Global X MLP & Energy Infrastructure ETF

58 hedge funds and large institutions have $226M invested in Global X MLP & Energy Infrastructure ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

9% more funds holding

Funds holding: 5358 (+5)

8% more capital invested

Capital invested by funds: $210M → $226M (+$16.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.63% less ownership

Funds ownership: 24.55%23.91% (-0.63%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$618K +$613K +14,927 New
CWM
27
Cornerstone Wealth Management
Missouri
$585K +$43.7K +1,063 +8%
RJA
28
Raymond James & Associates
Florida
$572K +$251K +6,106 +79%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$420K +$14K +341 +3%
VF
30
Virtu Financial
New York
$392K +$91.8K +2,234 +31%
AIM
31
Advantage Investment Management
Iowa
$387K +$82.5K +2,008 +27%
AFG
32
American Financial Group
Ohio
$361K
GRP
33
Global Retirement Partners
California
$322K +$46.7K +1,138 +17%
Jane Street
34
Jane Street
New York
$288K -$878K -21,387 -75%
DAC
35
Dividend Assets Capital
South Carolina
$230K
MML Investors Services
36
MML Investors Services
Massachusetts
$182K -$31.9K -776 -15%
AL
37
Aspiriant LLC
California
$180K
MFP
38
Mosaic Financial Partners
California
$180K +$2.55K +62 +1%
SWP
39
Stratos Wealth Partners
Ohio
$166K +$165K +4,013 New
PTC
40
Private Trust Company
Ohio
$160K +$159K +3,879 New
US Bancorp
41
US Bancorp
Minnesota
$138K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$17.1K +416 +17%
CAL
43
Capital Advisors Ltd
Ohio
$98K +$14.9K +363 +18%
IWM
44
IHT Wealth Management
Illinois
$65K -$4.11K -100 -6%
AIM
45
Anchor Investment Management
South Carolina
$47.4K +$47.1K +1,146 New
Wells Fargo
46
Wells Fargo
California
$44K +$38.4K +934 +692%
AG
47
Advisor Group
Arizona
$37K +$4.11K +100 +13%
SEI Investments
48
SEI Investments
Pennsylvania
$21K +$20.8K +506 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$12K -$58.2K -1,417 -83%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K

MLPX Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2017, worth a combined $226M — up 7.8% from $210M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MLPX positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $926K sold.

  • 58 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2017, up from 53 in Q2 2017.
  • Funds reported $226M of Global X MLP & Energy Infrastructure ETF stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 12 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2017 and 6 closed out, a net change of +6 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2017 was LPL Financial, an estimated $15.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2017 was Simplicity Solutions, an estimated $926K sold.

Based on aggregated 13F filings for Q3 2017.