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Global X MLP & Energy Infrastructure ETF

119 hedge funds and large institutions have $462M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $779K | Put options by funds: $603K

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $458M → $462M (+$3.95M)

0.76% more ownership

Funds ownership: 55.73%56.49% (+0.76%)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
41
Reduced
45
Closed
17
Calls
$779K
Puts
$603K
Net Calls
+$176K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$1.06M +$127K +3,670 +14%
NGA
52
Naples Global Advisors
Florida
$1.05M +$94.5K +2,727 +10%
AWA
53
Aaron Wealth Advisors
Illinois
$947K
Goldman Sachs
54
Goldman Sachs
New York
$941K +$909K +26,215 New
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$922K -$1.06M -30,718 -54%
CFGS
56
Concourse Financial Group Securities
Alabama
$796K +$57.2K +1,651 +8%
PFA
57
Pettinga Financial Advisors
Indiana
$789K +$228K +6,580 +43%
CWG
58
Cornerstone Wealth Group
North Carolina
$768K +$20.9K +603 +3%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$737K +$711K +20,522 New
FM
60
Foster & Motley
Ohio
$699K -$45.3K -1,308 -6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$689K +$38.2K +1,101 +6%
APA
62
American Portfolios Advisors
New York
$613K -$332K -9,566 -36%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$590K -$1.11M -31,933 -66%
SL
64
SWMG LLC
Texas
$564K -$179K -5,155 -25%
PAG
65
Private Advisor Group
New Jersey
$558K +$26.4K +762 +5%
SPC
66
Sigma Planning Corp
Michigan
$533K +$21.5K +620 +4%
GC
67
Gilbert & Cook
Iowa
$504K -$202K -5,840 -29%
HT
68
HAP Trading
New York
$452K +$437K +12,596 New
LNC
69
Lincoln National Corp
Pennsylvania
$350K +$48.1K +1,388 +17%
JP Morgan Chase
70
JP Morgan Chase
New York
$336K +$85.7K +2,471 +36%
AWS
71
AJ Wealth Strategies
New York
$310K
EH
72
Equitable Holdings
New York
$304K +$294K +8,475 New
MMA
73
Miracle Mile Advisors
California
$301K +$291K +8,400 New
SI
74
Stephens Inc
Arkansas
$292K
CCT
75
Country Club Trust
Missouri
$283K -$58.4K -1,686 -18%

MLPX Hedge Fund Activity: Q3 2021 in Review

119 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2021, worth a combined $462M — up 0.86% from $458M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MLPX positions and 17 closed out — a net gain of 2 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Annandale Capital, opening a new position worth an estimated $7.23M. The largest seller was Breiter Capital Management, exiting entirely with an estimated $10.8M sold.

  • 119 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $462M of Global X MLP & Energy Infrastructure ETF stock for Q3 2021, up 0.86% quarter-over-quarter.
  • 19 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2021 and 17 closed out, a net change of +2 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2021 was Annandale Capital, an estimated $7.23M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2021 was Breiter Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.