Global X MLP & Energy Infrastructure ETF
MLPX
12 hedge funds and large institutions have $21.1M invested in Global X MLP & Energy Infrastructure ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
18% more capital invested
Capital invested by funds: $17.9M → $21.1M (+$3.25M)
3.72% less ownership
Funds ownership: 27.47% → 23.75% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$140K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$63.3K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$33K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$30.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
RiverFront Investment Group
Richmond,
Virginia
| $14.1M | +$140K | +3,008 | +1% |
|
|
BTS
2
BB&T Securities
Richmond,
Virginia
| $4.73M | +$30.5K | +656 | +7% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.55M | +$1.45M | +31,235 | +6,688% |
|
|
RJA
4
Raymond James & Associates
St Petersburg,
Florida
| $365K | +$63.3K | +1,362 | +22% |
|
|
VKH
5
Virtu KCG Holdings
New York
| $216K | -$446K | -9,603 | -68% |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $46K | +$4.51K | +97 | +11% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $36K | +$5.07K | +109 | +17% |
|
|
8
Creative Planning
Overland Park,
Kansas
| $35K | +$33K | +710 | New |
|
9
Morgan Stanley
New York
| $23K | +$21.4K | +461 | New |
|
|
PTC
10
Private Trust Company
Cleveland,
Ohio
| $11K | +$10.8K | +233 | New |
|
11
Fifth Third Bancorp
Cincinnati,
Ohio
| $8K | +$7.76K | +167 | New |
|
|
HI
12
Hudock Inc
Williamsport,
Pennsylvania
| $3K | +$465 | +10 | +20% |
|
MLPX Hedge Fund Activity: Q4 2013 in Review
12 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2013, worth a combined $21.1M — up 18% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MLPX positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $1.45M. The largest seller was Virtu KCG Holdings, cutting an estimated $446K.
- 12 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2013, up from 8 in Q3 2013.
- Funds reported $21.1M of Global X MLP & Energy Infrastructure ETF stock for Q4 2013, up 18% quarter-over-quarter.
- 4 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2013 and 0 closed out, a net change of +4 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2013 was Bank of America, an estimated $1.45M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2013 was Virtu KCG Holdings, an estimated $446K sold.
Based on aggregated 13F filings for Q4 2013.