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Global X MLP & Energy Infrastructure ETF

119 hedge funds and large institutions have $458M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

41% more call options, than puts

Call options by funds: $723K | Put options by funds: $512K

2% more funds holding

Funds holding: 117119 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $461M → $458M (-$2.74M)

8.61% less ownership

Funds ownership: 64.34%55.73% (-8.6%)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
57
Reduced
25
Closed
11
Calls
$723K
Puts
$512K
Net Calls
+$211K
Net Calls Change
-$449K
Name Holding Trade Value Shares
Change
Change in
Stake
FPCM
76
Financial Partners Capital Management
New York
$283K
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$20.2K +584 +9%
CFA
78
Carroll Financial Associates
North Carolina
$259K -$5.12K -148 -2%
JP Morgan Chase
79
JP Morgan Chase
New York
$250K +$238K +6,885 New
Lido Advisors
80
Lido Advisors
California
$243K +$865 +25 +0.4%
DAC
81
Dividend Assets Capital
South Carolina
$223K
PAS
82
Park Avenue Securities
New York
$221K +$210K +6,075 New
GI
83
Gradient Investments
Minnesota
$193K +$178K +5,148 +3,258%
ACA
84
Atlas Capital Advisors
Wyoming
$185K
AA
85
Ancora Advisors
Ohio
$168K
TAIM
86
TD Ameritrade Investment Management
Nebraska
$138K +$16.1K +466 +14%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$120K +$28.3K +819 +33%
PA
88
Parallel Advisors
California
$82K
GRP
89
Global Retirement Partners
California
$67K +$588 +17 +0.9%
FF
90
FourThought Financial
Florida
$64K
QCG
91
Quadrant Capital Group
Ohio
$63K +$761 +22 +1%
BWM
92
Baystate Wealth Management
Massachusetts
$62K +$899 +26 +2%
MA
93
MCF Advisors
Kentucky
$43K +$588 +17 +1%
SWM
94
Spire Wealth Management
Virginia
$40K +$138 +4 +0.4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$35K +$32.9K +951 +31,700%
FMB
96
Field & Main Bank
Kentucky
$34K +$5.19K +150 +19%
CAL
97
Capital Advisors Ltd
Ohio
$24K
HI
98
Harbour Investments
Wisconsin
$22K -$35 -1 -0.2%
AIP
99
Ameritas Investment Partners
Nebraska
$21K
SAM
100
S.A. Mason
Michigan
$19K

MLPX Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2021, worth a combined $458M — down 0.6% from $461M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MLPX positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.7M. The largest seller was Morningstar Investment Management, exiting entirely with an estimated $113M sold.

  • 119 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2021, up from 117 in Q1 2021.
  • Funds reported $458M of Global X MLP & Energy Infrastructure ETF stock for Q2 2021, down 0.6% quarter-over-quarter.
  • 16 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2021 was Morgan Stanley, an estimated $6.7M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2021 was Morningstar Investment Management, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2021.