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Global X MLP & Energy Infrastructure ETF
MLPX

87 hedge funds and large institutions have $455M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $367M → $455M (+$88.1M)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

13% more funds holding

Funds holding: 77 → 87 (+10)

1.46% more ownership

Funds ownership: 24.61% → 26.07% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
29
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
+$37M
2
LPL Financial
LPL Financial
California
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$9.83M
4
CWM
Cornerstone Wealth Management
Missouri
+$5.36M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.91M

Top Sellers

1
3AM
3D Asset Management
Connecticut
-$15.2M
2
PAG
Pinnacle Advisory Group
Maryland
-$5.72M
3
RI
RPTC Inc
Wyoming
-$1.5M
4
VF
Virtu Financial
New York
-$951K
5
Citadel Advisors
Citadel Advisors
Florida
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$4K -$9.84K -240 -70%
William Blair & Company
77
William Blair & Company
Illinois
$4K – – –
KTC
78
Kistler-Tiffany Companies
Pennsylvania
$4K +$4.39K +107 New
MIM
79
Macroview Investment Management
Maryland
$3K – – –
GI
80
Gradient Investments
Minnesota
$3K +$3.4K +83 New
CFD
81
Creative Financial Designs
Indiana
$2K – – –
IBOK
82
Independence Bank of Kentucky
Kentucky
$2K +$1.72K +42 New
HI
83
Hudock Inc
Pennsylvania
$1K -$2.38K -58 -55%
Citigroup
84
Citigroup
New York
$1K – – –
JCM
85
Jacobi Capital Management
Pennsylvania
$1K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$1K +$1.52K +37 New
WKWM
87
Walter & Keenan Wealth Management
Indiana
$782 -$68.3K -1,667 -8%
3AM
88
3D Asset Management
Connecticut
– -$15.2M -380,018 Closed
VF
89
Virtu Financial
New York
– -$951K -23,805 Closed
Citadel Advisors
90
Citadel Advisors
Florida
– -$578K -14,464 Closed
BAM
91
Belpointe Asset Management
Nevada
– -$418K -10,450 Closed
SWP
92
Stratos Wealth Partners
Ohio
– -$235K -5,889 Closed
NWS
93
Newport Wealth Strategies
California
– -$165K -4,118 Closed
LFAS
94
Level Four Advisory Services
Texas
– -$151K -3,786 Closed
SEI Investments
95
SEI Investments
Pennsylvania
– -$17K -423 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$11K -287 Closed
B
97
Bridgeworth
Alabama
– -$7K -193 Closed
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
– -$7K -181 Closed
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -41 Closed
1 2 3
4

MLPX Hedge Fund Activity: Q3 2018 in Review

87 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2018, worth a combined $455M — up 24% from $367M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MLPX positions and 12 closed out — a net gain of 10 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $37M. The largest seller was 3D Asset Management, exiting entirely with an estimated $15.2M sold.

  • 87 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2018, up from 77 in Q2 2018.
  • Funds reported $455M of Global X MLP & Energy Infrastructure ETF stock for Q3 2018, up 24% quarter-over-quarter.
  • 22 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2018 and 12 closed out, a net change of +10 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2018 was Morningstar Investment Services, an estimated $37M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2018 was 3D Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2018.