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Global X MLP & Energy Infrastructure ETF

104 hedge funds and large institutions have $390M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $296M → $390M (+$93.9M)

8% more funds holding

Funds holding: 96104 (+8)

2.48% more ownership

Funds ownership: 67.94%70.42% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7.64M

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
37
Reduced
27
Closed
17
Calls
Puts
$7.64M
Net Calls
-$7.64M
Net Calls Change
-$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCM
26
Financial Partners Capital Management
New York
$2.52M +$2.37M +93,420 New
PAG
27
Pinnacle Advisory Group
Maryland
$2.26M
AAM
28
Ameraudi Asset Management
New York
$1.97M +$510K +20,081 +38%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.65M +$1.55M +61,024 New
SWA
30
Stratos Wealth Advisors
Ohio
$1.39M +$170K +6,711 +15%
CL
31
CPWM LLC
Washington
$1.33M -$89.2K -3,516 -7%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1.3M
MML Investors Services
33
MML Investors Services
Massachusetts
$1.23M +$93.7K +3,693 +9%
LCWP
34
Legacy Capital Wealth Partners
Arkansas
$1.19M +$1.12M +44,080 New
CAM
35
Cresset Asset Management
Illinois
$1.18M -$386K -15,198 -26%
SWM
36
SeaCrest Wealth Management
New York
$1.15M +$154K +6,057 +17%
Ameriprise
37
Ameriprise
Minnesota
$1.13M +$267K +10,517 +33%
LNC
38
Lincoln National Corp
Pennsylvania
$996K +$121K +4,781 +15%
CAN
39
Cetera Advisor Networks
California
$955K +$48.7K +1,919 +6%
TAM
40
Tocqueville Asset Management
New York
$936K +$881K +34,740 New
IRC
41
Investors Research Corp
Georgia
$917K -$8.91K -351 -1%
RJA
42
Raymond James & Associates
Florida
$842K -$65.1K -2,564 -8%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$831K -$227K -8,964 -23%
AA
44
Argent Advisors
Louisiana
$761K +$53.3K +2,099 +8%
AWA
45
Aaron Wealth Advisors
Illinois
$725K +$683K +26,927 New
SL
46
SWMG LLC
Texas
$677K +$609K +23,989 New
GC
47
Gilbert & Cook
Iowa
$670K -$117K -4,624 -16%
FM
48
Foster & Motley
Ohio
$617K +$290K +11,417 +100%
NGA
49
Naples Global Advisors
Florida
$566K +$93K +3,667 +21%
MC
50
Matisse Capital
Oregon
$539K +$507K +20,000 New

MLPX Hedge Fund Activity: Q4 2020 in Review

104 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2020, worth a combined $390M — up 32% from $296M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MLPX positions and 17 closed out — a net gain of 10 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $12.9M sold.

  • 104 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2020, up from 96 in Q3 2020.
  • Funds reported $390M of Global X MLP & Energy Infrastructure ETF stock for Q4 2020, up 32% quarter-over-quarter.
  • 27 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2020 and 17 closed out, a net change of +10 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $13M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2020 was Citadel Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2020.