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Global X MLP & Energy Infrastructure ETF

96 hedge funds and large institutions have $296M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% more ownership

Funds ownership: 67.31%67.94% (+0.63%)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

10% less funds holding

Funds holding: 10796 (-11)

14% less capital invested

Capital invested by funds: $344M → $296M (-$48.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
96
Holders Change
-11
Holders Change %
-10.28%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
12
Increased
33
Reduced
36
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$13K -$39.4K -1,589 -73%
AIP
77
Ameritas Investment Partners
Nebraska
$13K
APA
78
American Portfolios Advisors
New York
$7.97K -$3.89K -157 -30%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$7K
LB
80
Legacy Bridge
Iowa
$6K
VFA
81
Valeo Financial Advisors
Indiana
$6K +$149 +6 +2%
AIM
82
Anchor Investment Management
South Carolina
$4.42K -$32.9K -1,329 -87%
JCM
83
Jacobi Capital Management
Pennsylvania
$3K -$2.7K -109 -46%
GI
84
Gradient Investments
Minnesota
$3K
MWC
85
MBM Wealth Consultants
Missouri
$2K
William Blair & Company
86
William Blair & Company
Illinois
$2K
FGA
87
Fortis Group Advisors
New Jersey
$2K +$2.38K +96 New
WA
88
WestEnd Advisors
North Carolina
$1.26K -$520 -21 -27%
CHA
89
Carmichael Hill & Associates
Maryland
$1K
HI
90
Hudock Inc
Pennsylvania
$1K
ASN
91
Advisory Services Network
Georgia
$1K +$892 +36 New
AIC
92
Archer Investment Corporation
Indiana
$861 +$966 +39 New
XS
93
XR Securities
Illinois
-$3.08M -123,992 Closed
ACM
94
AlphaStar Capital Management
North Carolina
-$916K -36,381 Closed
TW
95
Transform Wealth
Colorado
-$778K -31,254 Closed
Jane Street
96
Jane Street
New York
-$666K -26,758 Closed
MMA
97
Miracle Mile Advisors
California
-$535K -21,500 Closed
FCM
98
Firestone Capital Management
Florida
-$456K -18,337 Closed
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
-$390K -15,697 Closed
DAC
100
Dividend Assets Capital
South Carolina
-$319K -12,836 Closed

MLPX Hedge Fund Activity: Q3 2020 in Review

96 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2020, worth a combined $296M — down 14% from $344M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MLPX and 12 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 33 added.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $3.64M. The largest seller was Verity & Verity, cutting an estimated $3.79M.

  • 96 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2020, down from 107 in Q2 2020.
  • Funds reported $296M of Global X MLP & Energy Infrastructure ETF stock for Q3 2020, down 14% quarter-over-quarter.
  • 12 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2020 and 23 closed out, a net change of -11 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2020 was EP Wealth Advisors, an estimated $3.64M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2020 was Verity & Verity, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2020.