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Global X MLP & Energy Infrastructure ETF

77 hedge funds and large institutions have $367M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $302M → $367M (+$65.2M)

10% more funds holding

Funds holding: 7077 (+7)

1.33% less ownership

Funds ownership: 25.95%24.61% (-1.3%)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
29
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$160K -$4.12M -107,812 -96%
LFAS
52
Level Four Advisory Services
Texas
$151K -$4.97K -130 -3%
Wolverine Trading
53
Wolverine Trading
Illinois
$151K
PTC
54
Private Trust Company
Ohio
$150K -$49K -1,281 -25%
US Bancorp
55
US Bancorp
Minnesota
$133K
Wells Fargo
56
Wells Fargo
California
$132K +$127K +3,312 New
AIM
57
Anchor Investment Management
South Carolina
$95.8K
AG
58
Advisor Group
Arizona
$90K +$12.2K +320 +17%
CAL
59
Capital Advisors Ltd
Ohio
$85K
AIM
60
Advantage Investment Management
Iowa
$81K -$401K -10,497 -84%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$34K +$32.3K +846 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$22K +$21.2K +555 New
VFA
63
Valeo Financial Advisors
Indiana
$21K +$229 +6 +1%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$20K +$19.5K +511 New
SEI Investments
65
SEI Investments
Pennsylvania
$17K +$650 +17 +4%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$161K -4,214 -91%
RFC
67
Regions Financial Corp
Alabama
$14K +$13.1K +343 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K +$765 +20 +7%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$7K +$76 +2 +1%
B
70
Bridgeworth
Alabama
$7K +$7.38K +193 New
HI
71
Hudock Inc
Pennsylvania
$4K -$85.4K -2,235 -96%
William Blair & Company
72
William Blair & Company
Illinois
$4K +$4.01K +105 New
MIM
73
Macroview Investment Management
Maryland
$3K
CFD
74
Creative Financial Designs
Indiana
$2K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.57K +41 New

MLPX Hedge Fund Activity: Q2 2018 in Review

77 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2018, worth a combined $367M — up 22% from $302M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLPX positions and 11 closed out — a net gain of 7 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Callan Capital, opening a new position worth an estimated $14.8M. The largest seller was Pinnacle Advisory Group, cutting an estimated $17.9M.

  • 77 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2018, up from 70 in Q1 2018.
  • Funds reported $367M of Global X MLP & Energy Infrastructure ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 18 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2018 and 11 closed out, a net change of +7 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2018 was Callan Capital, an estimated $14.8M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2018 was Pinnacle Advisory Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2018.