Global X MLP & Energy Infrastructure ETF
MLPX
56 hedge funds and large institutions have $177M invested in Global X MLP & Energy Infrastructure ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
104% more capital invested
Capital invested by funds: $86.9M → $177M (+$90.4M)
22% more funds holding
Funds holding: 46 → 56 (+10)
1.65% more ownership
Funds ownership: 20.96% → 22.61% (+1.7%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$62.6M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$13M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$7.4M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.2M |
| 5 |
Morgan Stanley
New York
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$2.39M |
| 2 |
JP Morgan Chase
New York
|
-$857K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$791K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$579K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$440K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $6K | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $6K | – | – | – |
|
53
Creative Planning
Overland Park,
Kansas
| $4K | +$4.45K | +100 | New |
|
54
Fifth Third Bancorp
Cincinnati,
Ohio
| $3K | – | – | – |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.42K | +32 | New |
|
|
56
AssetMark Inc
Concord,
California
| – | -$2.39M | -53,689 | -100% |
|
|
PCA
57
Private Capital Advisors
Darien,
Connecticut
| – | -$209K | -4,700 | Closed |
|
|
SIG
58
Stanford Investment Group
Mountain View,
California
| – | -$114K | -2,570 | Closed |
|
MLPX Hedge Fund Activity: Q1 2017 in Review
56 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2017, worth a combined $177M — up 104% from $86.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MLPX positions and 3 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $62.6M. The largest seller was AssetMark Inc, cutting an estimated $2.39M.
- 56 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2017, up from 46 in Q4 2016.
- Funds reported $177M of Global X MLP & Energy Infrastructure ETF stock for Q1 2017, up 104% quarter-over-quarter.
- 14 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2017 and 3 closed out, a net change of +11 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2017 was LPL Financial, an estimated $62.6M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2017 was AssetMark Inc, an estimated $2.39M sold.
Based on aggregated 13F filings for Q1 2017.