Global X MLP & Energy Infrastructure ETF
MLPX
113 hedge funds and large institutions have $414M invested in Global X MLP & Energy Infrastructure ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 22 closing their positions.
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
3% less funds holding
Funds holding: 116 → 113 (-3)
4.01% less ownership
Funds ownership: 27.31% → 23.3% (-4%)
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
38% less capital invested
Capital invested by funds: $673M → $414M (-$259M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$13.9M |
| 2 |
AP
Arlington Partners
Birmingham,
Alabama
|
+$6.47M |
| 3 |
VF
Virtu Financial
New York
|
+$4.16M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$3.88M |
| 5 |
Morgan Stanley
New York
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$138M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$43.4M |
| 3 |
CC
Callan Capital
La Jolla,
California
|
-$18.8M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$15.6M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$13.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
126
WealthStone
Columbus,
Ohio
| – | -$137K | -3,528 | Closed |
|
|
SPIA
127
Steward Partners Investment Advisory
New York
| – | -$39K | -1,017 | Closed |
|
128
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$27K | -695 | Closed |
|
|
SIA
129
SeaBridge Investment Advisors
Summit,
New Jersey
| – | -$26K | -667 | Closed |
|
|
MAM
130
Meeder Asset Management
Dublin,
Ohio
| – | -$18K | -466 | Closed |
|
|
AWM
131
AllSquare Wealth Management
Albany,
New York
| – | -$16K | -414 | Closed |
|
132
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -252 | Closed |
|
|
TFGT
133
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$2K | -58 | Closed |
|
|
MWM
134
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$1K | -36 | Closed |
|
|
TWA
135
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -30 | Closed |
|
MLPX Hedge Fund Activity: Q3 2019 in Review
113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2019, worth a combined $414M — down 38% from $673M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of MLPX and 20 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 36 added.
The largest buyer was Morningstar Investment Management, adding an estimated $13.9M. The largest seller was LPL Financial, cutting an estimated $138M.
- 113 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2019, down from 116 in Q2 2019.
- Funds reported $414M of Global X MLP & Energy Infrastructure ETF stock for Q3 2019, down 38% quarter-over-quarter.
- 20 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2019 and 22 closed out, a net change of -2 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2019 was Morningstar Investment Management, an estimated $13.9M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2019 was LPL Financial, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2019.