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Global X MLP & Energy Infrastructure ETF

87 hedge funds and large institutions have $455M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $367M → $455M (+$88.1M)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

13% more funds holding

Funds holding: 7787 (+10)

1.46% more ownership

Funds ownership: 24.61%26.07% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
22
Increased
29
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$1.33M +$802K +19,577 +152%
KA
27
Klingman & Associates
New York
$1.23M -$33.5K -817 -3%
HCMT
28
Highland Capital Management (Texas)
Texas
$1.07M
MYIA
29
Mount Yale Investment Advisors
Colorado
$1.05M -$181K -4,419 -14%
UBS Group
30
UBS Group
Switzerland
$906K +$404K +9,845 +77%
RC
31
RegentAtlantic Capital
New Jersey
$900K +$920K +22,443 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$873K +$12.5K +306 +1%
IA
33
IFP Advisors
Florida
$865K -$334K -8,140 -27%
AI
34
Atria Investments
North Carolina
$817K -$548K -13,374 -40%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$800K +$146K +3,551 +22%
FAIM
36
Financial Advocates Investment Management
Washington
$784K +$115K +2,798 +17%
VanEck Associates
37
VanEck Associates
New York
$759K +$563K +13,739 +265%
Wolverine Trading
38
Wolverine Trading
Illinois
$748K +$590K +14,384 +336%
CAN
39
Cetera Advisor Networks
California
$650K +$111K +2,696 +20%
GRP
40
Global Retirement Partners
California
$625K +$72.5K +1,769 +13%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$615K +$629K +15,335 New
SCM
42
SOL Capital Management
Maryland
$521K -$87.4K -2,133 -14%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$519K -$1.07K -26 -0.2%
BUB
44
BBVA USA Bancshares
Texas
$506K +$517K +12,621 New
TFA
45
Transamerica Financial Advisors
Florida
$459K -$36.6K -893 -7%
RJA
46
Raymond James & Associates
Florida
$421K -$181K -4,428 -30%
FMB
47
Field & Main Bank
Kentucky
$420K +$11.3K +275 +3%
FA
48
FDx Advisors
Illinois
$390K +$399K +9,723 New
IA
49
IFG Advisory
Georgia
$335K -$984 -24 -0.3%
Jane Street
50
Jane Street
New York
$327K +$122K +2,983 +58%

MLPX Hedge Fund Activity: Q3 2018 in Review

87 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2018, worth a combined $455M — up 24% from $367M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MLPX positions and 12 closed out — a net gain of 10 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $37M. The largest seller was 3D Asset Management, exiting entirely with an estimated $15.2M sold.

  • 87 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2018, up from 77 in Q2 2018.
  • Funds reported $455M of Global X MLP & Energy Infrastructure ETF stock for Q3 2018, up 24% quarter-over-quarter.
  • 22 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2018 and 12 closed out, a net change of +10 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2018 was Morningstar Investment Services, an estimated $37M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2018 was 3D Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2018.