Global X MLP & Energy Infrastructure ETF
MLPX
117 hedge funds and large institutions have $461M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 15 closing their positions.
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
25% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 32
18% more capital invested
Capital invested by funds: $390M → $461M (+$70.9M)
13% more funds holding
Funds holding: 104 → 117 (+13)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6.08% less ownership
Funds ownership: 70.42% → 64.34% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
G
GenTrust
Miami,
Florida
|
+$9.43M |
| 2 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$5.63M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.9M |
| 4 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$3.44M |
| 5 |
LPL Financial
San Diego,
California
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$12.7M |
| 2 |
Morgan Stanley
New York
|
-$10.3M |
| 3 |
AC
Annandale Capital
Dallas,
Texas
|
-$4.8M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$3.37M |
| 5 |
VV
Verity & Verity
Beaufort,
South Carolina
|
-$3.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWC
126
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$2K | -90 | Closed |
|
|
ASN
127
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -36 | Closed |
|
128
Fidelity Investments
Boston,
Massachusetts
| – | -$60 | -2 | -40% |
|
|
CAAS
129
Capital Asset Advisory Services
Williamston,
Michigan
| – | +$302 | +10 | New |
|
|
IFAM
130
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | +$302 | +10 | New |
|
|
NFG
131
Next Financial Group
Houston,
Texas
| – | +$362 | +12 | New |
|
MLPX Hedge Fund Activity: Q1 2021 in Review
117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2021, worth a combined $461M — up 18% from $390M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MLPX positions and 15 closed out — a net gain of 13 holders — while 40 added to existing stakes and 32 trimmed.
The largest buyer was GenTrust, opening a new position worth an estimated $9.43M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $12.7M sold.
- 117 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2021, up from 104 in Q4 2020.
- Funds reported $461M of Global X MLP & Energy Infrastructure ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 28 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2021 and 15 closed out, a net change of +13 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2021 was GenTrust, an estimated $9.43M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2021 was Curi RMB Capital, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2021.