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Global X MLP & Energy Infrastructure ETF

133 hedge funds and large institutions have $448M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

12% more funds holding

Funds holding: 119133 (+14)

2.27% more ownership

Funds ownership: 56.49%58.76% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $462M → $448M (-$14.1M)

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
50
Reduced
32
Closed
11
Calls
$530K
Puts
Net Calls
+$530K
Net Calls Change
+$354K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$94K +$369 +10 +0.4%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$88K -$11.5K -313 -11%
PA
103
Parallel Advisors
California
$73K
FF
104
FourThought Financial
Florida
$63K
BWM
105
Baystate Wealth Management
Massachusetts
$62K +$848 +23 +1%
CWAF
106
Core Wealth Advisors (Florida)
Florida
$55K +$27.6K +750 +93%
Bessemer Group
107
Bessemer Group
New Jersey
$51K
FMB
108
Field & Main Bank
Kentucky
$43K +$7.37K +200 +19%
WA
109
WestEnd Advisors
North Carolina
$42.1K +$44K +1,193 New
SWM
110
Spire Wealth Management
Virginia
$37K +$405 +11 +1%
GLLW
111
Graves Light Lenhart Wealth
Virginia
$35K +$36.2K +983 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$22K +$1.44K +39 +7%
NFG
113
Next Financial Group
Texas
$22K +$10.9K +296 +89%
AIP
114
Ameritas Investment Partners
Nebraska
$21K
MWM
115
Mascoma Wealth Management
New Hampshire
$21K
CAL
116
Capital Advisors Ltd
Ohio
$18K
SAM
117
S.A. Mason
Michigan
$18K
FCMT
118
Founders Capital Management (Texas)
Texas
$17K
CYG
119
Clean Yield Group
Vermont
$16K +$16.2K +439 New
Citigroup
120
Citigroup
New York
$14K -$3.15M -85,494 -100%
HI
121
Harbour Investments
Wisconsin
$14K -$6.45K -175 -31%
SAM
122
Strategic Asset Management
Minnesota
$12K
MAM
123
Meeder Asset Management
Ohio
$10K -$30.9K -838 -74%
TWA
124
TCI Wealth Advisors
Arizona
$9K
HI
125
Hudock Inc
Pennsylvania
$7K

MLPX Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2021, worth a combined $448M — down 3% from $462M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MLPX positions and 11 closed out — a net gain of 15 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Sageworth Trust, opening a new position worth an estimated $16M. The largest seller was Arlington Partners, cutting an estimated $15.9M.

  • 133 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2021, up from 119 in Q3 2021.
  • Funds reported $448M of Global X MLP & Energy Infrastructure ETF stock for Q4 2021, down 3% quarter-over-quarter.
  • 26 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2021 and 11 closed out, a net change of +15 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2021 was Sageworth Trust, an estimated $16M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2021 was Arlington Partners, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2021.