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Global X MLP & Energy Infrastructure ETF

77 hedge funds and large institutions have $367M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $302M → $367M (+$65.2M)

10% more funds holding

Funds holding: 7077 (+7)

1.33% less ownership

Funds ownership: 25.95%24.61% (-1.3%)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
29
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
26
Highland Capital Management (Texas)
Texas
$1.07M
VF
27
Virtu Financial
New York
$951K +$910K +23,805 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$858K +$48.2K +1,260 +6%
WKWM
29
Walter & Keenan Wealth Management
Indiana
$846K -$111K -2,900 -12%
FAIM
30
Financial Advocates Investment Management
Washington
$662K -$347K -9,081 -35%
SCM
31
SOL Capital Management
Maryland
$604K -$144K -3,767 -20%
RJA
32
Raymond James & Associates
Florida
$597K +$175K +4,583 +44%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$580K
Citadel Advisors
34
Citadel Advisors
Florida
$578K +$553K +14,464 New
GRP
35
Global Retirement Partners
California
$553K -$30.3K -793 -5%
CAN
36
Cetera Advisor Networks
California
$543K +$45K +1,176 +9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$519K +$14.2K +371 +3%
FHA
38
Flagship Harbor Advisors
Massachusetts
$515K +$493K +12,907 New
UBS Group
39
UBS Group
Switzerland
$510K +$14.8K +386 +3%
TFA
40
Transamerica Financial Advisors
Florida
$494K -$261K -6,837 -36%
FMB
41
Field & Main Bank
Kentucky
$423K +$15.6K +409 +4%
BAM
42
Belpointe Asset Management
Nevada
$418K +$399K +10,450 New
IA
43
IFG Advisory
Georgia
$341K +$17.4K +455 +7%
PA
44
Parallel Advisors
California
$308K -$65.8K -1,720 -18%
FAAS
45
First Allied Advisory Services
California
$262K +$15.8K +412 +7%
SWP
46
Stratos Wealth Partners
Ohio
$235K +$27.4K +717 +14%
Jane Street
47
Jane Street
New York
$207K -$296K -7,749 -60%
VanEck Associates
48
VanEck Associates
New York
$207K +$198K +5,186 New
SFP
49
Shepherd Financial Partners
Massachusetts
$173K +$167K +4,377 New
NWS
50
Newport Wealth Strategies
California
$165K -$152K -3,971 -49%

MLPX Hedge Fund Activity: Q2 2018 in Review

77 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2018, worth a combined $367M — up 22% from $302M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLPX positions and 11 closed out — a net gain of 7 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Callan Capital, opening a new position worth an estimated $14.8M. The largest seller was Pinnacle Advisory Group, cutting an estimated $17.9M.

  • 77 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2018, up from 70 in Q1 2018.
  • Funds reported $367M of Global X MLP & Energy Infrastructure ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 18 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2018 and 11 closed out, a net change of +7 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2018 was Callan Capital, an estimated $14.8M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2018 was Pinnacle Advisory Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2018.