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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
MWM
101
Mascoma Wealth Management
New Hampshire
$22K +$21.1K +608 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$21K -$13.1K -378 -40%
AIP
103
Ameritas Investment Partners
Nebraska
$21K
HI
104
Harbour Investments
Wisconsin
$20K -$867 -25 -4%
SAM
105
S.A. Mason
Michigan
$19K
CAL
106
Capital Advisors Ltd
Ohio
$18K -$4.78K -138 -21%
FCMT
107
Founders Capital Management (Texas)
Texas
$17K +$16.8K +484 New
NFG
108
Next Financial Group
Texas
$12K +$7.04K +203 +156%
SAM
109
Strategic Asset Management
Minnesota
$12K +$11.5K +333 New
MRC
110
Millburn Ridgefield Corp
New York
$11K +$3.36K +97 +45%
TWA
111
TCI Wealth Advisors
Arizona
$9K
HI
112
Hudock Inc
Pennsylvania
$7K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$7K
William Blair & Company
114
William Blair & Company
Illinois
$4K
KIG
115
Kowal Investment Group
Wisconsin
$4K +$4.13K +119 New
KFS
116
Kelly Financial Services
Massachusetts
$2.15K +$2.08K +60 New
IA
117
IFP Advisors
Florida
$2K -$5.13K -148 -83%
CWP
118
Concord Wealth Partners
Virginia
$2K -$867 -25 -37%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$2K
BCM
120
Breiter Capital Management
Florida
-$10.8M -296,727 Closed
3AM
121
3EDGE Asset Management
Florida
-$1.98M -54,599 Closed
MC
122
Matisse Capital
Oregon
-$1.34M -37,000 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$882K -25,457 Closed
CCM
124
Coldstream Capital Management
Washington
-$734K -20,186 Closed
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
-$373K -10,268 Closed

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.