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Global X MLP & Energy Infrastructure ETF

117 hedge funds and large institutions have $461M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $390M → $461M (+$70.9M)

13% more funds holding

Funds holding: 104117 (+13)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.08% less ownership

Funds ownership: 70.42%64.34% (-6.1%)

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
40
Reduced
32
Closed
15
Calls
$660K
Puts
Net Calls
+$660K
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$889K +$850K +28,132 New
AWA
52
Aaron Wealth Advisors
Illinois
$834K -$15.8K -523 -2%
PFS
53
Prospera Financial Services
Texas
$805K +$318K +10,525 +70%
NGA
54
Naples Global Advisors
Florida
$746K +$78.4K +2,595 +12%
CWM
55
Collaborative Wealth Management
Florida
$743K +$525K +17,382 New
SL
56
SWMG LLC
Texas
$731K -$25.8K -853 -4%
GC
57
Gilbert & Cook
Iowa
$720K -$61.6K -2,040 -8%
FM
58
Foster & Motley
Ohio
$710K -$12.7K -422 -2%
CFGS
59
Concourse Financial Group Securities
Alabama
$614K +$105K +3,490 +22%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$532K +$47.1K +1,560 +10%
EWA
61
EP Wealth Advisors
California
$505K -$64.4K -2,133 -12%
PAG
62
Private Advisor Group
New Jersey
$459K +$21.4K +708 +5%
SPC
63
Sigma Planning Corp
Michigan
$442K -$3.53K -117 -0.8%
BUB
64
BBVA USA Bancshares
Texas
$376K -$56.4K -1,868 -14%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$373K -$1.49M -49,210 -81%
CCM
66
Coldstream Capital Management
Washington
$372K
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$314K -$1.45K -48 -0.5%
CCT
68
Country Club Trust
Missouri
$294K -$7.4K -245 -3%
PFA
69
Pettinga Financial Advisors
Indiana
$292K +$279K +9,250 New
AWS
70
AJ Wealth Strategies
New York
$273K +$261K +8,635 New
SI
71
Stephens Inc
Arkansas
$257K -$30 -1 -0%
FPCM
72
Financial Partners Capital Management
New York
$246K -$2.59M -85,630 -92%
CFA
73
Carroll Financial Associates
North Carolina
$229K -$5.44K -180 -2%
FTUS
74
Flow Traders U.S.
New York
$226K +$216K +7,164 New
Wolverine Trading
75
Wolverine Trading
Illinois
$218K +$210K +6,956 New

MLPX Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2021, worth a combined $461M — up 18% from $390M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MLPX positions and 15 closed out — a net gain of 13 holders — while 40 added to existing stakes and 32 trimmed.

The largest buyer was GenTrust, opening a new position worth an estimated $9.43M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $12.7M sold.

  • 117 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2021, up from 104 in Q4 2020.
  • Funds reported $461M of Global X MLP & Energy Infrastructure ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 28 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2021 and 15 closed out, a net change of +13 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2021 was GenTrust, an estimated $9.43M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2021 was Curi RMB Capital, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.