Global X MLP & Energy Infrastructure ETF
MLPX
116 hedge funds and large institutions have $673M invested in Global X MLP & Energy Infrastructure ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1% less funds holding
Funds holding: 117 → 116 (-1)
1% less capital invested
Capital invested by funds: $683M → $673M (-$9.47M)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
2.3% less ownership
Funds ownership: 29.61% → 27.31% (-2.3%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$21.6M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$8.56M |
| 3 |
LPL Financial
San Diego,
California
|
+$8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$15.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13M |
| 3 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$6.28M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$5.55M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$3.5M |
MLPX Hedge Fund Activity: Q2 2019 in Review
116 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2019, worth a combined $673M — down 1.4% from $683M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MLPX positions and 15 closed out — a net gain of 2 holders — while 39 added to existing stakes and 40 trimmed.
The largest buyer was Morningstar Investment Management, adding an estimated $21.6M. The largest seller was Morningstar Investment Services, cutting an estimated $15.9M.
- 116 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2019, down from 117 in Q1 2019.
- Funds reported $673M of Global X MLP & Energy Infrastructure ETF stock for Q2 2019, down 1.4% quarter-over-quarter.
- 17 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2019 and 15 closed out, a net change of +2 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2019 was Morningstar Investment Management, an estimated $21.6M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2019 was Morningstar Investment Services, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2019.