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Global X MLP & Energy Infrastructure ETF
MLPX

16 hedge funds and large institutions have $83.1M invested in Global X MLP & Energy Infrastructure ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

294% more capital invested

Capital invested by funds: $21.1M → $83.1M (+$62M)

33% more funds holding

Funds holding: 12 → 16 (+4)

3.2% more ownership

Funds ownership: 23.75% → 26.95% (+3.2%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$26.2M
2
BTS
BB&T Securities
Virginia
+$2.84M
3
Morgan Stanley
Morgan Stanley
New York
+$1.8M
4
RJA
Raymond James & Associates
Florida
+$1.73M
5
Jane Street
Jane Street
New York
+$693K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.44K
2
HI
Hudock Inc
Pennsylvania
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$41.4M +$26.2M +529,338 +184%
BTS
2
BB&T Securities
Virginia
$34M +$2.84M +57,496 +595%
RJA
3
Raymond James & Associates
Florida
$2.15M +$1.73M +34,927 +469%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M +$1.8M +36,421 +7,900%
Bank of America
5
Bank of America
North Carolina
$1.6M -$5.44K -110 -0.3%
VKH
6
Virtu KCG Holdings
New York
$747K +$511K +10,343 +234%
Jane Street
7
Jane Street
New York
$710K +$693K +14,029 New
CA
8
Cetera Advisors
Colorado
$197K +$194K +3,918 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$150K +$110K +2,226 +299%
AIG
10
American International Group
New York
$126K +$123K +2,487 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$120K +$70.8K +1,433 +152%
Creative Planning
12
Creative Planning
Kansas
$36K – – –
U
13
UBS
Switzerland
$20K +$19.2K +388 New
US Bancorp
14
US Bancorp
Minnesota
$17K +$16.5K +333 New
PTC
15
Private Trust Company
Ohio
$12K – – –
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$8K – – –
HI
17
Hudock Inc
Pennsylvania
– -$3K -61 Closed

MLPX Hedge Fund Activity: Q1 2014 in Review

16 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2014, worth a combined $83.1M — up 294% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MLPX positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $26.2M. The largest seller was Bank of America, cutting an estimated $5.44K.

  • 16 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2014, up from 12 in Q4 2013.
  • Funds reported $83.1M of Global X MLP & Energy Infrastructure ETF stock for Q1 2014, up 294% quarter-over-quarter.
  • 5 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2014 and 1 closed out, a net change of +4 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2014 was RiverFront Investment Group, an estimated $26.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2014 was Bank of America, an estimated $5.44K sold.

Based on aggregated 13F filings for Q1 2014.