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Global X MLP & Energy Infrastructure ETF

MLPX

Market cap $3.62B

96 hedge funds and large institutions have $296M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New

Increased

Maintained

Reduced

Closed

0.63% more ownership

Funds ownership: 67.31% → 67.94% (+0.63%)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

10% less funds holding

Funds holding: 107 → 96 (-11)

14% less capital invested

Capital invested by funds: $344M → $296M (-$48.3M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders

Holders Change

-11

Holders Change %

-10.28%

% of All Funds

1.94%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-25%

% of All Funds

0.06%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	EWA EP Wealth Advisors Torrance, California	+$3.64M
2	GEM Global Endowment Management Charlotte, North Carolina	+$1.76M
3	FTUS Flow Traders U.S. New York	+$1.63M
4	FA Fortis Advisors Wayne, Pennsylvania	+$1.57M
5	Royal Bank of Canada Toronto, Ontario, Canada	+$1.28M

Top Sellers

1	VV Verity & Verity Beaufort, South Carolina	-$3.79M
2	XS XR Securities Chicago, Illinois	-$3.08M
3	Citadel Advisors Miami, Florida	-$2.88M
4	G GenTrust Miami, Florida	-$2.76M
5	RBC Roble Belko & Company Sewickley, Pennsylvania	-$2.31M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	PAG 26 Pinnacle Advisory Group Columbia, Maryland	$1.85M	–	–	–
27	FTUS 27 Flow Traders U.S. New York	$1.76M	+$1.63M	+65,729	+466%
28	CAM 28 Cresset Asset Management Chicago, Illinois	$1.3M	-$838K	-33,839	-36%
29	29 Carson Wealth (CWM LLC) Omaha, Nebraska	$1.3M	–	–	–
30	FAAS 30 First Allied Advisory Services San Diego, California	$1.2M	+$28.5K	+1,149	+2%
31	CL 31 CPWM LLC Seattle, Washington	$1.17M	+$78.4K	+3,166	+6%
32	AAM 32 Ameraudi Asset Management New York	$1.17M	+$78.7K	+3,175	+6%
33	SWA 33 Stratos Wealth Advisors Beachwood, Ohio	$988K	+$716K	+28,890	+182%
34	34 MML Investors Services Springfield, Massachusetts	$924K	+$622K	+25,092	+150%
35	35 Susquehanna International Group Bala Cynwyd, Pennsylvania	$878K	-$329K	-13,274	-25%
36	SWM 36 SeaCrest Wealth Management Purchase, New York	$808K	+$907K	+36,610	New
37	PIMG 37 Patriot Investment Management Group Knoxville, Tennessee	$773K	+$224K	+9,024	+35%
38	IRC 38 Investors Research Corp Atlanta, Georgia	$759K	-$545	-22	-0.1%
39	RJA 39 Raymond James & Associates St Petersburg, Florida	$747K	+$40.3K	+1,628	+5%
40	CAN 40 Cetera Advisor Networks El Segundo, California	$740K	+$38.2K	+1,542	+5%
41	LNC 41 Lincoln National Corp Radnor, Pennsylvania	$710K	+$797K	+32,168	New
42	42 Ameriprise Minneapolis, Minnesota	$694K	-$224K	-9,058	-22%
43	GC 43 Gilbert & Cook West Des Moines, Iowa	$651K	+$24.1K	+973	+3%
44	44 Wolverine Trading Chicago, Illinois	$587K	-$207K	-8,362	-24%
45	AA 45 Argent Advisors Monroe, Louisiana	$577K	-$33.3K	-1,344	-5%
46	46 Cambridge Investment Research Advisors Fairfield, Iowa	$502K	-$310K	-12,499	-35%
47	47 Osaic Holdings Scottsdale, Arizona	$412K	-$158K	-6,373	-26%
48	VWM 48 Venturi Wealth Management Austin, Texas	$407K	+$457K	+18,429	New
49	NGA 49 Naples Global Advisors Naples, Florida	$383K	+$109K	+4,397	+34%
50	WA 50 Wambolt & Associates Littleton, Colorado	$358K	-$116K	-4,684	-22%

MLPX Hedge Fund Activity: Q3 2020 in Review

96 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2020, worth a combined $296M — down 14% from $344M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MLPX and 12 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 33 added.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $3.64M. The largest seller was Verity & Verity, cutting an estimated $3.79M.

96 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2020, down from 107 in Q2 2020.
Funds reported $296M of Global X MLP & Energy Infrastructure ETF stock for Q3 2020, down 14% quarter-over-quarter.
12 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2020 and 23 closed out, a net change of -11 holders.
The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2020 was EP Wealth Advisors, an estimated $3.64M added.
The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2020 was Verity & Verity, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2020.

Global X MLP & Energy Infrastructure ETF MLPX Market cap $3.62B