Global X MLP & Energy Infrastructure ETF
MLPX
70 hedge funds and large institutions have $302M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 12 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more capital invested
Capital invested by funds: $265M → $302M (+$37.1M)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0.43% more ownership
Funds ownership: 25.52% → 25.95% (+0.43%)
4% less funds holding
Funds holding: 73 → 70 (-3)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$50.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.7M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$12.3M |
| 4 |
Morgan Stanley
New York
|
+$6.31M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.32M |
| 2 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$1.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.89M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$990K |
| 5 |
CCP
Corient Capital Partners
Newport Beach,
California
|
-$917K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFWM
76
Institute for Wealth Management
Denver,
Colorado
| – | -$136K | -3,333 | Closed |
|
77
Wells Fargo
San Francisco,
California
| – | -$48.1K | -1,223 | Closed |
|
|
RFC
78
Regions Financial Corp
Birmingham,
Alabama
| – | -$20K | -499 | Closed |
|
|
CPIG
79
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$18K | -450 | Closed |
|
80
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16K | -392 | Closed |
|
81
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -57 | Closed |
|
|
STA
82
Summit Trail Advisors
New York
| – | +$178K | +4,527 | New |
|
MLPX Hedge Fund Activity: Q1 2018 in Review
70 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2018, worth a combined $302M — up 14% from $265M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of MLPX and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 27 added.
The largest buyer was Orgel Wealth Management, adding an estimated $50.1M. The largest seller was Private Advisor Group, cutting an estimated $3.32M.
- 70 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2018, down from 73 in Q4 2017.
- Funds reported $302M of Global X MLP & Energy Infrastructure ETF stock for Q1 2018, up 14% quarter-over-quarter.
- 10 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2018 and 12 closed out, a net change of -2 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2018 was Orgel Wealth Management, an estimated $50.1M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2018 was Private Advisor Group, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2018.