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Global X MLP & Energy Infrastructure ETF

119 hedge funds and large institutions have $458M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

41% more call options, than puts

Call options by funds: $723K | Put options by funds: $512K

2% more funds holding

Funds holding: 117119 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $461M → $458M (-$2.74M)

8.61% less ownership

Funds ownership: 64.34%55.73% (-8.6%)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
57
Reduced
25
Closed
11
Calls
$723K
Puts
$512K
Net Calls
+$211K
Net Calls Change
-$449K
Name Holding Trade Value Shares
Change
Change in
Stake
VV
26
Verity & Verity
South Carolina
$3.43M
AIP
27
Ahrens Investment Partners
Louisiana
$2.81M +$1.13M +32,555 +73%
AAM
28
Ameraudi Asset Management
New York
$2.71M -$349K -10,090 -12%
TW
29
Transform Wealth
Colorado
$2.65M -$151K -4,368 -6%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.34M +$299K +8,643 +16%
SWA
31
Stratos Wealth Advisors
Ohio
$2.25M +$68.5K +1,981 +3%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.12M +$22.6K +654 +1%
AI
33
Atria Investments
North Carolina
$2.1M -$98.5K -2,847 -5%
CL
34
CPWM LLC
Washington
$2.05M +$57.7K +1,668 +3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.05M +$1.54M +44,606 +378%
3AM
36
3EDGE Asset Management
Florida
$1.98M +$359K +10,372 +23%
RJA
37
Raymond James & Associates
Florida
$1.79M +$543K +15,692 +47%
Ameriprise
38
Ameriprise
Minnesota
$1.78M +$114K +3,293 +7%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.76M +$8.99K +260 +0.5%
PIMG
40
Patriot Investment Management Group
Tennessee
$1.7M -$18.6K -537 -1%
SWM
41
SeaCrest Wealth Management
New York
$1.56M +$7.61K +220 +0.5%
CAM
42
Cresset Asset Management
Illinois
$1.46M +$4.36K +126 +0.3%
FAIM
43
Financial Advocates Investment Management
Washington
$1.45M +$209K +6,034 New
MC
44
Matisse Capital
Oregon
$1.34M +$69.2K +2,000 +6%
BG
45
Bollard Group
Massachusetts
$1.34M +$18.6K +538 +1%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.3M
RCM
47
Requisite Capital Management
Texas
$1.24M +$1.18M +34,134 New
IRC
48
Investors Research Corp
Georgia
$1.23M
AA
49
Argent Advisors
Louisiana
$1.18M +$56.2K +1,625 +5%
CAS
50
Cascadia Advisory Services
Oregon
$1.16M +$32K +924 +3%

MLPX Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2021, worth a combined $458M — down 0.6% from $461M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MLPX positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.7M. The largest seller was Morningstar Investment Management, exiting entirely with an estimated $113M sold.

  • 119 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2021, up from 117 in Q1 2021.
  • Funds reported $458M of Global X MLP & Energy Infrastructure ETF stock for Q2 2021, down 0.6% quarter-over-quarter.
  • 16 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2021 was Morgan Stanley, an estimated $6.7M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2021 was Morningstar Investment Management, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2021.