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Global X MLP & Energy Infrastructure ETF

117 hedge funds and large institutions have $683M invested in Global X MLP & Energy Infrastructure ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more capital invested

Capital invested by funds: $448M → $683M (+$235M)

18% more funds holding

Funds holding: 99117 (+18)

1.27% more ownership

Funds ownership: 28.35%29.61% (+1.3%)

Holders
117
Holders Change
+18
Holders Change %
+18.18%
% of All Funds
2.53%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
34
Increased
44
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Wambolt & Associates
Colorado
$659K +$172K +4,531 +37%
FHA
52
Flagship Harbor Advisors
Massachusetts
$639K -$28.3K -745 -4%
TVAMP
53
Tennessee Valley Asset Management Partners
Tennessee
$638K -$85.3K -2,246 -12%
GRP
54
Global Retirement Partners
California
$628K -$115K -3,041 -16%
PCP
55
Proficio Capital Partners
Massachusetts
$593K -$237K -6,235 -29%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$549K -$659K -17,371 -56%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$506K +$191K +5,034 +65%
WWM
58
Western Wealth Management
Colorado
$467K -$13.8K -363 -3%
IAA
59
Ironsides Asset Advisors
North Carolina
$460K -$101K -2,672 -19%
FMB
60
Field & Main Bank
Kentucky
$437K +$419K +11,042 New
SCM
61
SOL Capital Management
Maryland
$436K +$16.4K +433 +4%
BS
62
Boenning & Scattergood
Pennsylvania
$397K +$381K +10,034 New
APP
63
Avantax Planning Partners
Iowa
$374K -$1.54M -40,672 -81%
FAIM
64
Financial Advocates Investment Management
Washington
$364K +$60.4K +1,590 +21%
FWM
65
Frontier Wealth Management
Missouri
$347K +$39.2K +1,032 +13%
CG
66
Colony Group
Massachusetts
$345K +$331K +8,710 New
AG
67
Advisor Group
Arizona
$326K +$43.4K +1,142 +16%
SI
68
Stephens Inc
Arkansas
$322K
MML Investors Services
69
MML Investors Services
Massachusetts
$303K +$7.59K +200 +3%
CCM
70
Coldstream Capital Management
Washington
$299K
SWP
71
Stratos Wealth Partners
Ohio
$272K +$27.9K +736 +12%
PAS
72
Park Avenue Securities
New York
$272K +$258K +6,803 New
HCIA
73
Hochman Cole Investment Advisors
Illinois
$258K
CWM
74
Cornerstone Wealth Management
Missouri
$247K +$52.7K +1,389 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$209K -$227K -5,992 -53%

MLPX Hedge Fund Activity: Q1 2019 in Review

117 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2019, worth a combined $683M — up 52% from $448M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MLPX positions and 16 closed out — a net gain of 18 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $48.5M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $44.5M sold.

  • 117 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2019, up from 99 in Q4 2018.
  • Funds reported $683M of Global X MLP & Energy Infrastructure ETF stock for Q1 2019, up 52% quarter-over-quarter.
  • 34 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2019 and 16 closed out, a net change of +18 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $48.5M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2019 was Orgel Wealth Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2019.