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Global X MLP & Energy Infrastructure ETF

117 hedge funds and large institutions have $461M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $390M → $461M (+$70.9M)

13% more funds holding

Funds holding: 104117 (+13)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.08% less ownership

Funds ownership: 70.42%64.34% (-6.1%)

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
40
Reduced
32
Closed
15
Calls
$660K
Puts
Net Calls
+$660K
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$60.7K +2,010 +43%
Lido Advisors
77
Lido Advisors
California
$210K +$201K +6,653 New
DAC
78
Dividend Assets Capital
South Carolina
$194K -$74.3K -2,461 -29%
ACA
79
Atlas Capital Advisors
Wyoming
$161K
AA
80
Ancora Advisors
Ohio
$147K
TAIM
81
TD Ameritrade Investment Management
Nebraska
$90K
MCC
82
Money Concepts Capital
Florida
$86K +$82.3K +2,725 New
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$78K +$12K +398 +19%
PA
84
Parallel Advisors
California
$71K
GRP
85
Global Retirement Partners
California
$58K +$2.99K +99 +6%
FF
86
FourThought Financial
Florida
$56K
QCG
87
Quadrant Capital Group
Ohio
$54K -$67.2K -2,224 -57%
BWM
88
Baystate Wealth Management
Massachusetts
$53K +$936 +31 +2%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$42K +$40K +1,325 New
WA
90
WestEnd Advisors
North Carolina
$39K +$35.5K +1,175 +1,958%
MA
91
MCF Advisors
Kentucky
$37K +$664 +22 +2%
SWM
92
Spire Wealth Management
Virginia
$35K +$33.3K +1,101 New
FMB
93
Field & Main Bank
Kentucky
$24K
CAL
94
Capital Advisors Ltd
Ohio
$21K
MWM
95
Mascoma Wealth Management
New Hampshire
$20K +$19.4K +643 New
HI
96
Harbour Investments
Wisconsin
$19K +$17.9K +594 New
Deutsche Bank
97
Deutsche Bank
Germany
$18K -$36.7K -1,215 -68%
AIP
98
Ameritas Investment Partners
Nebraska
$18K
SAM
99
S.A. Mason
Michigan
$17K +$15.8K +523 New
Citigroup
100
Citigroup
New York
$15K +$211 +7 +1%

MLPX Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2021, worth a combined $461M — up 18% from $390M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MLPX positions and 15 closed out — a net gain of 13 holders — while 40 added to existing stakes and 32 trimmed.

The largest buyer was GenTrust, opening a new position worth an estimated $9.43M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $12.7M sold.

  • 117 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2021, up from 104 in Q4 2020.
  • Funds reported $461M of Global X MLP & Energy Infrastructure ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 28 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2021 and 15 closed out, a net change of +13 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2021 was GenTrust, an estimated $9.43M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2021 was Curi RMB Capital, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.