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Global X MLP & Energy Infrastructure ETF

119 hedge funds and large institutions have $462M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $779K | Put options by funds: $603K

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $458M → $462M (+$3.95M)

0.76% more ownership

Funds ownership: 55.73%56.49% (+0.76%)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
41
Reduced
45
Closed
17
Calls
$779K
Puts
$603K
Net Calls
+$176K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
76
Flow Traders U.S.
New York
$259K +$250K +7,224 New
CFA
77
Carroll Financial Associates
North Carolina
$255K +$104 +3 +0%
FPCM
78
Financial Partners Capital Management
New York
$249K -$29.8K -860 -11%
Lido Advisors
79
Lido Advisors
California
$240K +$867 +25 +0.4%
RTS
80
Round Table Services
New Jersey
$231K +$223K +6,444 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$29.2K -842 -12%
Creative Planning
82
Creative Planning
Kansas
$220K +$212K +6,123 New
GI
83
Gradient Investments
Minnesota
$185K -$5.2K -150 -3%
ACA
84
Atlas Capital Advisors
Wyoming
$183K
AA
85
Ancora Advisors
Ohio
$158K -$8.67K -250 -5%
DAC
86
Dividend Assets Capital
South Carolina
$126K -$90.3K -2,605 -43%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$100K -$17.5K -506 -15%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$95K +$91.9K +2,650 New
QCG
89
Quadrant Capital Group
Ohio
$83K +$20.3K +586 +34%
PA
90
Parallel Advisors
California
$74K -$6.48K -187 -8%
GRP
91
Global Retirement Partners
California
$63K -$3.05K -88 -5%
FF
92
FourThought Financial
Florida
$63K
BWM
93
Baystate Wealth Management
Massachusetts
$62K +$867 +25 +1%
Bessemer Group
94
Bessemer Group
New Jersey
$52K +$50.3K +1,451 New
MA
95
MCF Advisors
Kentucky
$43K +$589 +17 +1%
MAM
96
Meeder Asset Management
Ohio
$41K +$29.1K +838 +283%
SWM
97
Spire Wealth Management
Virginia
$38K -$2.08K -60 -5%
FMB
98
Field & Main Bank
Kentucky
$37K +$3.64K +105 +11%
TAIM
99
TD Ameritrade Investment Management
Nebraska
$35K -$77.7K -2,242 -59%
CWAF
100
Core Wealth Advisors (Florida)
Florida
$29K +$16.3K +469 +138%

MLPX Hedge Fund Activity: Q3 2021 in Review

119 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2021, worth a combined $462M — up 0.86% from $458M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MLPX positions and 17 closed out — a net gain of 2 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Annandale Capital, opening a new position worth an estimated $7.23M. The largest seller was Breiter Capital Management, exiting entirely with an estimated $10.8M sold.

  • 119 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $462M of Global X MLP & Energy Infrastructure ETF stock for Q3 2021, up 0.86% quarter-over-quarter.
  • 19 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2021 and 17 closed out, a net change of +2 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2021 was Annandale Capital, an estimated $7.23M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2021 was Breiter Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.