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Global X MLP & Energy Infrastructure ETF

119 hedge funds and large institutions have $462M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $779K | Put options by funds: $603K

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $458M → $462M (+$3.95M)

0.76% more ownership

Funds ownership: 55.73%56.49% (+0.76%)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
41
Reduced
45
Closed
17
Calls
$779K
Puts
$603K
Net Calls
+$176K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SOL Capital Management
Maryland
$3.96M -$119K -3,444 -3%
LCWP
27
Legacy Capital Wealth Partners
Arkansas
$3.85M +$1.68M +48,567 New
FA
28
Fortis Advisors
Pennsylvania
$3.48M -$667K -19,240 -14%
VV
29
Verity & Verity
South Carolina
$3.44M -$180K -5,191 -6%
Citigroup
30
Citigroup
New York
$3.08M +$2.96M +85,414 +17,431%
AAM
31
Ameraudi Asset Management
New York
$2.78M +$99.3K +2,865 +4%
Ameriprise
32
Ameriprise
Minnesota
$2.78M +$984K +28,379 +58%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.61M +$290K +8,358 +13%
RCM
34
Requisite Capital Management
Texas
$2.36M +$1.09M +31,578 +93%
Wolverine Trading
35
Wolverine Trading
Illinois
$2.16M +$2.07M +59,775 New
CL
36
CPWM LLC
Washington
$2.05M +$21.1K +608 +1%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.01M -$78.3K -2,258 -4%
RJA
38
Raymond James & Associates
Florida
$1.99M +$216K +6,229 +13%
AIP
39
Ahrens Investment Partners
Louisiana
$1.94M -$809K -23,330 -30%
AI
40
Atria Investments
North Carolina
$1.93M -$147K -4,235 -7%
SWA
41
Stratos Wealth Advisors
Ohio
$1.82M -$394K -11,371 -18%
PIMG
42
Patriot Investment Management Group
Tennessee
$1.7M +$26.3K +759 +2%
SWM
43
SeaCrest Wealth Management
New York
$1.51M -$29.3K -844 -2%
CAM
44
Cresset Asset Management
Illinois
$1.48M +$37.3K +1,076 +3%
BG
45
Bollard Group
Massachusetts
$1.34M +$19.1K +550 +1%
IRC
46
Investors Research Corp
Georgia
$1.22M
AA
47
Argent Advisors
Louisiana
$1.21M +$45.4K +1,309 +4%
CAS
48
Cascadia Advisory Services
Oregon
$1.19M +$40.8K +1,177 +4%
KF
49
Krilogy Financial
Missouri
$1.17M +$252K +7,280 +29%
CFP
50
Curran Financial Partners
South Carolina
$1.06M +$432K +12,460 +73%

MLPX Hedge Fund Activity: Q3 2021 in Review

119 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2021, worth a combined $462M — up 0.86% from $458M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MLPX positions and 17 closed out — a net gain of 2 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Annandale Capital, opening a new position worth an estimated $7.23M. The largest seller was Breiter Capital Management, exiting entirely with an estimated $10.8M sold.

  • 119 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $462M of Global X MLP & Energy Infrastructure ETF stock for Q3 2021, up 0.86% quarter-over-quarter.
  • 19 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2021 and 17 closed out, a net change of +2 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2021 was Annandale Capital, an estimated $7.23M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2021 was Breiter Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.