Global X MLP & Energy Infrastructure ETF
MLPX
107 hedge funds and large institutions have $344M invested in Global X MLP & Energy Infrastructure ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 27 increasing their positions, 45 reducing their positions, and 36 closing their positions.
44.76% more ownership
Funds ownership: 22.56% → 67.31% (+45%)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more capital invested
Capital invested by funds: $304M → $344M (+$40M)
5% less funds holding
Funds holding: 113 → 107 (-6)
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
40% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$16.9M |
| 2 |
VV
Verity & Verity
Beaufort,
South Carolina
|
+$6.38M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.13M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.97M |
| 5 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.8M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$13.3M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$13M |
| 4 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$9.41M |
| 5 |
G
GenTrust
Miami,
Florida
|
-$8.85M |
MLPX Hedge Fund Activity: Q2 2020 in Review
107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2020, worth a combined $344M — up 13% from $304M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of MLPX and 30 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 27 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.9M. The largest seller was Morgan Stanley, cutting an estimated $17.8M.
- 107 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2020, down from 113 in Q1 2020.
- Funds reported $344M of Global X MLP & Energy Infrastructure ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 30 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2020 and 36 closed out, a net change of -6 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2020 was Citadel Advisors, an estimated $16.9M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2020 was Morgan Stanley, an estimated $17.8M sold.
Based on aggregated 13F filings for Q2 2020.