Global X MLP & Energy Infrastructure ETF
MLPX
77 hedge funds and large institutions have $367M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 11 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
22% more capital invested
Capital invested by funds: $302M → $367M (+$65.2M)
10% more funds holding
Funds holding: 70 → 77 (+7)
1.33% less ownership
Funds ownership: 25.95% → 24.61% (-1.3%)
Top Buyers
| 1 |
CC
Callan Capital
La Jolla,
California
|
+$14.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.9M |
| 3 |
G
GenTrust
Miami,
Florida
|
+$6.08M |
| 4 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$3.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.37M |
Top Sellers
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$17.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$10.9M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$4.12M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.52M |
| 5 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$785K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| $1K | – | – | – |
|
|
JCM
77
Jacobi Capital Management
Pittston,
Pennsylvania
| $1K | – | – | – |
|
|
DAS
78
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$1.52M | -43,023 | Closed |
|
|
RC
79
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$785K | -22,235 | Closed |
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$715K | -20,263 | Closed |
|
|
FFG
81
Ford Financial Group
Fresno,
California
| – | -$591K | -16,760 | Closed |
|
|
CRC
82
Curi RMB Capital
Chicago,
Illinois
| – | -$447K | -12,652 | Closed |
|
83
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$139K | -3,964 | Closed |
|
|
TSS
84
Two Sigma Securities
New York
| – | -$121K | -3,424 | Closed |
|
|
WJA
85
Williams Jones & Associates
New York
| – | -$118K | -3,333 | Closed |
|
|
IWM
86
IHT Wealth Management
Chicago,
Illinois
| – | -$47K | -1,362 | Closed |
|
87
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -67 | Closed |
|
MLPX Hedge Fund Activity: Q2 2018 in Review
77 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2018, worth a combined $367M — up 22% from $302M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MLPX positions and 11 closed out — a net gain of 7 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Callan Capital, opening a new position worth an estimated $14.8M. The largest seller was Pinnacle Advisory Group, cutting an estimated $17.9M.
- 77 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2018, up from 70 in Q1 2018.
- Funds reported $367M of Global X MLP & Energy Infrastructure ETF stock for Q2 2018, up 22% quarter-over-quarter.
- 18 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2018 and 11 closed out, a net change of +7 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2018 was Callan Capital, an estimated $14.8M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2018 was Pinnacle Advisory Group, an estimated $17.9M sold.
Based on aggregated 13F filings for Q2 2018.