Global X MLP & Energy Infrastructure ETF
MLPX
96 hedge funds and large institutions have $296M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 23 closing their positions.
0.63% more ownership
Funds ownership: 67.31% → 67.94% (+0.63%)
8% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 36
10% less funds holding
Funds holding: 107 → 96 (-11)
14% less capital invested
Capital invested by funds: $344M → $296M (-$48.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.64M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$1.76M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.63M |
| 4 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$1.57M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VV
Verity & Verity
Beaufort,
South Carolina
|
-$3.79M |
| 2 |
XS
XR Securities
Chicago,
Illinois
|
-$3.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.88M |
| 4 |
G
GenTrust
Miami,
Florida
|
-$2.76M |
| 5 |
RBC
Roble Belko & Company
Sewickley,
Pennsylvania
|
-$2.31M |
MLPX Hedge Fund Activity: Q3 2020 in Review
96 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2020, worth a combined $296M — down 14% from $344M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of MLPX and 12 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 33 added.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $3.64M. The largest seller was Verity & Verity, cutting an estimated $3.79M.
- 96 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2020, down from 107 in Q2 2020.
- Funds reported $296M of Global X MLP & Energy Infrastructure ETF stock for Q3 2020, down 14% quarter-over-quarter.
- 12 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2020 and 23 closed out, a net change of -11 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2020 was EP Wealth Advisors, an estimated $3.64M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2020 was Verity & Verity, an estimated $3.79M sold.
Based on aggregated 13F filings for Q3 2020.