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Global X MLP & Energy Infrastructure ETF

119 hedge funds and large institutions have $458M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

41% more call options, than puts

Call options by funds: $723K | Put options by funds: $512K

2% more funds holding

Funds holding: 117119 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $461M → $458M (-$2.74M)

8.61% less ownership

Funds ownership: 64.34%55.73% (-8.6%)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
57
Reduced
25
Closed
11
Calls
$723K
Puts
$512K
Net Calls
+$211K
Net Calls Change
-$449K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$969K +$909K +26,268 +6,841%
NGA
52
Naples Global Advisors
Florida
$960K +$97.4K +2,815 +12%
AWA
53
Aaron Wealth Advisors
Illinois
$959K
PFS
54
Prospera Financial Services
Texas
$940K +$12.4K +359 +1%
Citadel Advisors
55
Citadel Advisors
Florida
$925K +$881K +25,457 New
KF
56
Krilogy Financial
Missouri
$921K +$877K +25,338 New
SL
57
SWMG LLC
Texas
$758K -$78.5K -2,270 -10%
FM
58
Foster & Motley
Ohio
$755K -$58.7K -1,697 -8%
CFGS
59
Concourse Financial Group Securities
Alabama
$746K +$38.2K +1,104 +6%
CCM
60
Coldstream Capital Management
Washington
$734K +$291K +8,409 +71%
GC
61
Gilbert & Cook
Iowa
$722K -$100K -2,903 -13%
CWG
62
Cornerstone Wealth Group
North Carolina
$691K -$370K -10,689 -34%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$658K +$44.3K +1,281 +8%
CFP
64
Curran Financial Partners
South Carolina
$619K +$590K +17,042 New
PFA
65
Pettinga Financial Advisors
Indiana
$560K +$213K +6,162 +67%
PAG
66
Private Advisor Group
New Jersey
$538K +$9.65K +279 +2%
SPC
67
Sigma Planning Corp
Michigan
$517K +$8.68K +251 +2%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$373K +$355K +10,268 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$354K -$6.3K -182 -2%
CCT
70
Country Club Trust
Missouri
$341K +$4.84K +140 +1%
PMAS
71
PNC Managed Account Solutions
Texas
$329K +$313K +9,046 New
SSCA
72
South Shore Capital Advisors
Massachusetts
$327K +$311K +9,000 New
AWS
73
AJ Wealth Strategies
New York
$314K
LNC
74
Lincoln National Corp
Pennsylvania
$304K -$1M -28,931 -78%
SI
75
Stephens Inc
Arkansas
$296K

MLPX Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2021, worth a combined $458M — down 0.6% from $461M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MLPX positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.7M. The largest seller was Morningstar Investment Management, exiting entirely with an estimated $113M sold.

  • 119 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2021, up from 117 in Q1 2021.
  • Funds reported $458M of Global X MLP & Energy Infrastructure ETF stock for Q2 2021, down 0.6% quarter-over-quarter.
  • 16 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2021 was Morgan Stanley, an estimated $6.7M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2021 was Morningstar Investment Management, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2021.