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Global X MLP & Energy Infrastructure ETF

104 hedge funds and large institutions have $390M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $296M → $390M (+$93.9M)

8% more funds holding

Funds holding: 96104 (+8)

2.48% more ownership

Funds ownership: 67.94%70.42% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7.64M

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
37
Reduced
27
Closed
17
Calls
Puts
$7.64M
Net Calls
-$7.64M
Net Calls Change
-$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$488K -$3.27M -128,796 -88%
BCM
52
Brookstone Capital Management
Illinois
$483K +$455K +17,924 New
FI
53
FormulaFolio Investments
Michigan
$473K +$445K +17,544 New
CFGS
54
Concourse Financial Group Securities
Alabama
$430K +$19K +750 +5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$411K -$190K -7,469 -33%
Osaic Holdings
56
Osaic Holdings
Arizona
$406K -$89.2K -3,515 -19%
PFS
57
Prospera Financial Services
Texas
$404K +$380K +14,965 New
SPC
58
Sigma Planning Corp
Michigan
$380K +$358K +14,091 New
PAG
59
Private Advisor Group
New Jersey
$372K -$17.8K -701 -5%
BUB
60
BBVA USA Bancshares
Texas
$371K +$7.03K +277 +2%
MMA
61
Miracle Mile Advisors
California
$364K +$343K +13,500 New
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$335K +$316K +12,439 New
CCM
63
Coldstream Capital Management
Washington
$317K +$299K +11,777 New
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$269K +$3.96K +156 +2%
CCT
65
Country Club Trust
Missouri
$258K -$10.8K -426 -4%
DAC
66
Dividend Assets Capital
South Carolina
$231K +$218K +8,586 New
SI
67
Stephens Inc
Arkansas
$220K +$207K +8,146 New
CFA
68
Carroll Financial Associates
North Carolina
$200K -$7.51K -296 -4%
ACA
69
Atlas Capital Advisors
Wyoming
$137K +$129K +5,102 New
AA
70
Ancora Advisors
Ohio
$126K +$17.4K +684 +17%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$3.81K +150 +3%
QCG
72
Quadrant Capital Group
Ohio
$106K -$74.4K -2,934 -43%
TAIM
73
TD Ameritrade Investment Management
Nebraska
$90K +$45.1K +1,776 +113%
PA
74
Parallel Advisors
California
$61K
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$56K +$4.06K +160 +8%

MLPX Hedge Fund Activity: Q4 2020 in Review

104 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2020, worth a combined $390M — up 32% from $296M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MLPX positions and 17 closed out — a net gain of 10 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $12.9M sold.

  • 104 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2020, up from 96 in Q3 2020.
  • Funds reported $390M of Global X MLP & Energy Infrastructure ETF stock for Q4 2020, up 32% quarter-over-quarter.
  • 27 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2020 and 17 closed out, a net change of +10 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $13M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2020 was Citadel Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2020.