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Global X MLP & Energy Infrastructure ETF
MLPX

117 hedge funds and large institutions have $683M invested in Global X MLP & Energy Infrastructure ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

52% more capital invested

Capital invested by funds: $448M → $683M (+$235M)

18% more funds holding

Funds holding: 99 → 117 (+18)

1.27% more ownership

Funds ownership: 28.35% → 29.61% (+1.3%)

Holders
117
Holders Change
+18
Holders Change %
+18.18%
% of All Funds
2.53%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
34
Increased
44
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$48.5M
2
RC
RegentAtlantic Capital
New Jersey
+$45.5M
3
AP
Arlington Partners
Alabama
+$17.5M
4
SFG
Sage Financial Group
Pennsylvania
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$12.1M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$44.5M
2
AFA
Arlington Financial Advisors
California
-$5.59M
3
Morgan Stanley
Morgan Stanley
New York
-$2.93M
4
PAG
Private Advisor Group
New Jersey
-$2.52M
5
RJA
Raymond James & Associates
Florida
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$208K +$197K +5,193 New
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$204K – – –
RJA
78
Raymond James & Associates
Florida
$195K -$2.29M -60,242 -92%
SWM
79
Sequoia Wealth Management
Illinois
$180K +$172K +4,537 New
PA
80
Parallel Advisors
California
$179K -$1.22K -32 -0.7%
HFS
81
HL Financial Services
Kentucky
$176K +$168K +4,437 New
PTC
82
Private Trust Company
Ohio
$161K +$155K +4,080 New
PIMG
83
Patriot Investment Management Group
Tennessee
$157K +$152K +3,993 New
BHIA
84
Birch Hill Investment Advisors
Massachusetts
$145K – – –
US Bancorp
85
US Bancorp
Minnesota
$132K -$1.52K -40 -1%
IFWM
86
Institute for Wealth Management
Colorado
$132K – – –
PG
87
Proffitt & Goodson
Tennessee
$127K +$122K +3,218 New
CFGS
88
Concourse Financial Group Securities
Alabama
$107K +$33.1K +872 +47%
CA
89
Cetera Advisors
Colorado
$105K +$101K +2,654 New
AIM
90
Anchor Investment Management
South Carolina
$77.7K -$12.6K -333 -15%
APA
91
American Portfolios Advisors
New York
$62K +$494 +13 +0.8%
IA
92
IFP Advisors
Florida
$50K -$261K -6,879 -84%
CAL
93
Capital Advisors Ltd
Ohio
$40K – – –
AIM
94
Advantage Investment Management
Iowa
$40K +$607 +16 +2%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$2.05K +54 +11%
VFA
96
Valeo Financial Advisors
Indiana
$21K +$342 +9 +2%
MAM
97
Meeder Asset Management
Ohio
$18K +$17.7K +466 New
SIA
98
SeaBridge Investment Advisors
New Jersey
$13K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
ASN
100
Advisory Services Network
Georgia
$10K +$4.25K +112 +75%
2 3
4
5 6

MLPX Hedge Fund Activity: Q1 2019 in Review

117 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2019, worth a combined $683M — up 52% from $448M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MLPX positions and 16 closed out — a net gain of 18 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $48.5M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $44.5M sold.

  • 117 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2019, up from 99 in Q4 2018.
  • Funds reported $683M of Global X MLP & Energy Infrastructure ETF stock for Q1 2019, up 52% quarter-over-quarter.
  • 34 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2019 and 16 closed out, a net change of +18 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $48.5M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2019 was Orgel Wealth Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2019.