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Global X MLP & Energy Infrastructure ETF

104 hedge funds and large institutions have $390M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $296M → $390M (+$93.9M)

8% more funds holding

Funds holding: 96104 (+8)

2.48% more ownership

Funds ownership: 67.94%70.42% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7.64M

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
27
Increased
37
Reduced
27
Closed
17
Calls
Puts
$7.64M
Net Calls
-$7.64M
Net Calls Change
-$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$48K +$30.3K +1,194 +198%
FCH
77
Freestone Capital Holdings
Washington
$47.4K +$6.6K +260 +17%
GRP
78
Global Retirement Partners
California
$47K
FF
79
FourThought Financial
Florida
$47K +$45.1K +1,779 New
BWM
80
Baystate Wealth Management
Massachusetts
$44K +$939 +37 +2%
TRCT
81
Tower Research Capital (TRC)
New York
$41K +$39K +1,536 New
MA
82
MCF Advisors
Kentucky
$31K +$634 +25 +2%
PWM
83
Perigon Wealth Management
California
$30K +$28.6K +1,126 New
HS
84
Horan Securities
United States
$26K +$24.9K +982 New
FMB
85
Field & Main Bank
Kentucky
$21K -$141K -5,544 -88%
GWM
86
Geneos Wealth Management
Colorado
$19K +$15K +590 New
CAL
87
Capital Advisors Ltd
Ohio
$18K
AIP
88
Ameritas Investment Partners
Nebraska
$16K
Citigroup
89
Citigroup
New York
$13K +$11.7K +460 +2,706%
APA
90
American Portfolios Advisors
New York
$9.3K -$406 -16 -4%
MAM
91
Meeder Asset Management
Ohio
$9K +$8.5K +335 New
LB
92
Legacy Bridge
Iowa
$7K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$5K -$3.07K -121 -36%
JCM
94
Jacobi Capital Management
Pennsylvania
$4K +$25 +1 +0.8%
GI
95
Gradient Investments
Minnesota
$3K
William Blair & Company
96
William Blair & Company
Illinois
$3K
MWC
97
MBM Wealth Consultants
Missouri
$2K
CWP
98
Concord Wealth Partners
Virginia
$2K +$2.33K +92 New
WA
99
WestEnd Advisors
North Carolina
$1.62K +$76 +3 +5%
ASN
100
Advisory Services Network
Georgia
$1K

MLPX Hedge Fund Activity: Q4 2020 in Review

104 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2020, worth a combined $390M — up 32% from $296M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MLPX positions and 17 closed out — a net gain of 10 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $12.9M sold.

  • 104 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2020, up from 96 in Q3 2020.
  • Funds reported $390M of Global X MLP & Energy Infrastructure ETF stock for Q4 2020, up 32% quarter-over-quarter.
  • 27 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2020 and 17 closed out, a net change of +10 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $13M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2020 was Citadel Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2020.