Global X MLP & Energy Infrastructure ETF
MLPX
113 hedge funds and large institutions have $304M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 38 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
1.51% less ownership
Funds ownership: 24.07% → 22.56% (-1.5%)
10% less funds holding
Funds holding: 126 → 113 (-13)
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
48% less capital invested
Capital invested by funds: $590M → $304M (-$285M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $89K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$34.1M |
| 2 |
AP
Arlington Partners
Birmingham,
Alabama
|
+$13.2M |
| 3 |
G
GenTrust
Miami,
Florida
|
+$12.5M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$11.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$53.7M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$12.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 4 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$10.9M |
| 5 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$7.1M |
MLPX Hedge Fund Activity: Q1 2020 in Review
113 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2020, worth a combined $304M — down 48% from $590M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of MLPX and 28 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 37 added.
The largest buyer was Morningstar Investment Management, adding an estimated $34.1M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $53.7M sold.
- 113 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2020, down from 126 in Q4 2019.
- Funds reported $304M of Global X MLP & Energy Infrastructure ETF stock for Q1 2020, down 48% quarter-over-quarter.
- 28 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2020 and 38 closed out, a net change of -10 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2020 was Morningstar Investment Management, an estimated $34.1M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2020 was RegentAtlantic Capital, an estimated $53.7M sold.
Based on aggregated 13F filings for Q1 2020.