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Global X MLP & Energy Infrastructure ETF
MLPX

117 hedge funds and large institutions have $461M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $390M → $461M (+$70.9M)

13% more funds holding

Funds holding: 104 → 117 (+13)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6.08% less ownership

Funds ownership: 70.42% → 64.34% (-6.1%)

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
40
Reduced
32
Closed
15
Calls
$660K
Puts
–
Net Calls
+$660K
Net Calls Change
+$8.3M

Top Buyers

Rank Fund Capital Flow
1
G
GenTrust
Florida
+$9.43M
2
MIM
Morningstar Investment Management
Illinois
+$5.63M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.9M
4
BCM
Breiter Capital Management
Florida
+$3.44M
5
LPL Financial
LPL Financial
California
+$3M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$12.7M
2
Morgan Stanley
Morgan Stanley
New York
-$10.3M
3
AC
Annandale Capital
Texas
-$4.8M
4
ECM
Evergreen Capital Management
Washington
-$3.37M
5
VV
Verity & Verity
South Carolina
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
26
Ameraudi Asset Management
New York
$2.68M +$351K +11,616 +16%
TW
27
Transform Wealth
Colorado
$2.45M +$2.34M +77,401 New
AI
28
Atria Investments
North Carolina
$1.92M +$1.83M +60,739 New
SWA
29
Stratos Wealth Advisors
Ohio
$1.9M +$261K +8,642 +17%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.82M +$365K +12,099 +27%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.76M +$1.23M +40,697 +271%
CL
32
CPWM LLC
Washington
$1.73M +$161K +5,316 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.52M +$523K +17,300 +56%
PIMG
34
Patriot Investment Management Group
Tennessee
$1.49M +$1.43M +47,201 New
Ameriprise
35
Ameriprise
Minnesota
$1.44M +$113K +3,746 +9%
AIP
36
Ahrens Investment Partners
Louisiana
$1.42M +$1.36M +44,900 New
3AM
37
3EDGE Asset Management
Florida
$1.4M +$1.34M +44,227 New
LCWP
38
Legacy Capital Wealth Partners
Arkansas
$1.39M -$7.31K -242 -0.5%
SWM
39
SeaCrest Wealth Management
New York
$1.35M +$3.99K +132 +0.3%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1.3M – – –
CAM
41
Cresset Asset Management
Illinois
$1.26M -$120K -3,965 -9%
CAN
42
Cetera Advisor Networks
California
$1.21M +$87.5K +2,898 +8%
LNC
43
Lincoln National Corp
Pennsylvania
$1.18M +$10.6K +351 +0.9%
BG
44
Bollard Group
Massachusetts
$1.15M +$1.1M +36,400 New
MC
45
Matisse Capital
Oregon
$1.11M +$453K +15,000 +75%
IRC
46
Investors Research Corp
Georgia
$1.07M -$3.99K -132 -0.4%
RJA
47
Raymond James & Associates
Florida
$1.06M +$68.2K +2,259 +7%
CWG
48
Cornerstone Wealth Group
North Carolina
$1.01M +$951K +31,490 New
CAS
49
Cascadia Advisory Services
Oregon
$983K +$939K +31,102 New
AA
50
Argent Advisors
Louisiana
$972K +$76K +2,516 +9%
1
2
3 4 5

MLPX Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2021, worth a combined $461M — up 18% from $390M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MLPX positions and 15 closed out — a net gain of 13 holders — while 40 added to existing stakes and 32 trimmed.

The largest buyer was GenTrust, opening a new position worth an estimated $9.43M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $12.7M sold.

  • 117 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2021, up from 104 in Q4 2020.
  • Funds reported $461M of Global X MLP & Energy Infrastructure ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 28 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2021 and 15 closed out, a net change of +13 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2021 was GenTrust, an estimated $9.43M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2021 was Curi RMB Capital, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.