We are live on ! Find out more
MLPX icon

Global X MLP & Energy Infrastructure ETF

33 hedge funds and large institutions have $61.7M invested in Global X MLP & Energy Infrastructure ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

49% more capital invested

Capital invested by funds: $41.3M → $61.7M (+$20.4M)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

22% more funds holding

Funds holding: 2733 (+6)

6.73% more ownership

Funds ownership: 16.43%23.16% (+6.7%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1
RegentAtlantic Capital
New Jersey
$11.3M +$1.93M +48,025 +17%
CFA
2
Carroll Financial Associates
North Carolina
$10.8M +$12.4M +309,063 New
CAN
3
Cetera Advisor Networks
California
$7.02M +$8.11M +201,482 New
Morgan Stanley
4
Morgan Stanley
New York
$6.96M -$1.5M -37,165 -16%
RJA
5
Raymond James & Associates
Florida
$5.88M +$6.79M +168,745 New
Bank of America
6
Bank of America
North Carolina
$3.73M +$531K +13,195 +14%
FM
7
Foster & Motley
Ohio
$3.68M +$4.25M +105,583 New
JIC
8
Johnson Investment Counsel
Ohio
$2.67M +$3.08M +76,542 New
LPL Financial
9
LPL Financial
California
$1.67M +$1.08M +26,737 +130%
VF
10
Virtu Financial
New York
$1.46M +$1.68M +41,806 New
Jane Street
11
Jane Street
New York
$995K +$1.15M +28,577 New
NIC
12
Northwest Investment Counselors
Oregon
$897K +$274K +6,811 +36%
KA
13
Klingman & Associates
New York
$859K +$174K +4,323 +21%
AA
14
Ancora Advisors
Ohio
$719K -$1.22M -30,348 -60%
CC
15
Callan Capital
California
$377K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$377K +$135K +3,364 +45%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$369K +$160K +3,964 +60%
UBS Group
18
UBS Group
Switzerland
$336K +$269K +6,694 +226%
VKH
19
Virtu KCG Holdings
New York
$334K +$239K +5,945 +164%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$281K +$325K +8,068 New
M&T Bank
21
M&T Bank
New York
$256K -$124K -3,079 -30%
AFG
22
American Financial Group
Ohio
$213K
CS
23
Credit Suisse
Switzerland
$131K -$284K -7,056 -65%
CWM
24
Concert Wealth Management
California
$121K +$140K +3,467 New
IA
25
IFP Advisors
Florida
$109K +$126K +3,127 New

MLPX Hedge Fund Activity: Q4 2015 in Review

33 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2015, worth a combined $61.7M — up 49% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MLPX positions and 6 closed out — a net gain of 6 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Carroll Financial Associates, opening a new position worth an estimated $12.4M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $5.88M.

  • 33 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2015, up from 27 in Q3 2015.
  • Funds reported $61.7M of Global X MLP & Energy Infrastructure ETF stock for Q4 2015, up 49% quarter-over-quarter.
  • 12 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2015 and 6 closed out, a net change of +6 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2015 was Carroll Financial Associates, an estimated $12.4M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2015 was Ladenburg Thalmann Financial Services, an estimated $5.88M sold.

Based on aggregated 13F filings for Q4 2015.