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Global X MLP & Energy Infrastructure ETF

126 hedge funds and large institutions have $590M invested in Global X MLP & Energy Infrastructure ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

42% more capital invested

Capital invested by funds: $414M → $590M (+$175M)

12% more funds holding

Funds holding: 113126 (+13)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0.76% more ownership

Funds ownership: 23.3%24.07% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
126
Holders Change
+13
Holders Change %
+11.5%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
33
Increased
42
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Coldstream Capital Management
Washington
$278K
AA
77
Ancora Advisors
Ohio
$257K -$392K -11,171 -62%
PBF
78
Petix & Botte Financial
California
$245K +$233K +6,643 New
3AM
79
3D Asset Management
Connecticut
$242K +$211 +6 +0.1%
AG
80
Advisor Group
Arizona
$241K -$68.3K -1,944 -23%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$236K +$246 +7 +0.1%
MMA
82
Miracle Mile Advisors
California
$221K +$211K +6,000 New
CL
83
CPWM LLC
Washington
$215K +$205K +5,833 New
SWP
84
Stratos Wealth Partners
Ohio
$211K -$192K -5,477 -49%
HC
85
Hamilton Capital
Ohio
$205K +$12.3K +350 +7%
PAS
86
Park Avenue Securities
New York
$190K +$38.2K +1,089 +27%
FAIM
87
Financial Advocates Investment Management
Washington
$184K -$181K -5,167 -51%
AWA
88
Arete Wealth Advisors
Illinois
$183K +$174K +4,958 New
Lido Advisors
89
Lido Advisors
California
$183K +$175K +4,971 New
JWCA
90
J.W. Cole Advisors
Florida
$160K +$153K +4,344 New
CG
91
Colony Group
Massachusetts
$156K -$14.3K -407 -9%
FA
92
FDx Advisors
Illinois
$144K -$100K -2,855 -42%
Goldman Sachs
93
Goldman Sachs
New York
$139K +$133K +3,782 New
BHIA
94
Birch Hill Investment Advisors
Massachusetts
$135K
NIA
95
Northstar Investment Advisors
Colorado
$133K +$127K +3,608 New
APW
96
Aurora Private Wealth
New Jersey
$129K +$123K +3,504 New
FC
97
Financial Consulate
Maryland
$125K +$119K +3,382 New
US Bancorp
98
US Bancorp
Minnesota
$123K -$2.95K -84 -2%
PA
99
Parallel Advisors
California
$118K -$9.8K -279 -8%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$109K +$68.5K +1,951 +192%

MLPX Hedge Fund Activity: Q4 2019 in Review

126 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2019, worth a combined $590M — up 42% from $414M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MLPX positions and 19 closed out — a net gain of 14 holders — while 42 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51M. The largest seller was Pinnacle Advisory Group, cutting an estimated $19M.

  • 126 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $590M of Global X MLP & Energy Infrastructure ETF stock for Q4 2019, up 42% quarter-over-quarter.
  • 33 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2019 and 19 closed out, a net change of +14 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2019 was Morgan Stanley, an estimated $51M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2019 was Pinnacle Advisory Group, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2019.