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Global X MLP & Energy Infrastructure ETF

46 hedge funds and large institutions have $86.9M invested in Global X MLP & Energy Infrastructure ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

49% more capital invested

Capital invested by funds: $58.5M → $86.9M (+$28.4M)

39% more funds holding

Funds holding: 3346 (+13)

2.07% more ownership

Funds ownership: 18.89%20.96% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
17
Reduced
9
Closed
2
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Pinnacle Advisory Group
Maryland
$22M +$21.8M +494,263 New
CFA
2
Carroll Financial Associates
North Carolina
$11.1M -$233K -5,283 -2%
LPL Financial
3
LPL Financial
California
$6.96M +$5.89M +133,822 +641%
Morgan Stanley
4
Morgan Stanley
New York
$6.59M -$619K -14,058 -9%
CAN
5
Cetera Advisor Networks
California
$6.24M -$6.31M -143,388 -51%
FM
6
Foster & Motley
Ohio
$3.8M +$21.8K +496 +0.6%
NIC
7
Northwest Investment Counselors
Oregon
$3.39M +$281K +6,382 +9%
SS
8
Simplicity Solutions
Minnesota
$3.22M +$3.18M +72,297 New
JIC
9
Johnson Investment Counsel
Ohio
$2.56M -$10.3K -233 -0.4%
Bank of America
10
Bank of America
North Carolina
$2.52M +$136K +3,089 +6%
AssetMark Inc
11
AssetMark Inc
California
$2.39M +$447K +10,149 +23%
G
12
GenTrust
Florida
$2.13M +$2.08M +47,240 New
KA
13
Klingman & Associates
New York
$1.9M -$2.25K -51 -0.1%
RC
14
RegentAtlantic Capital
New Jersey
$1.36M -$153K -3,465 -10%
PA
15
Parallel Advisors
California
$1.27M +$1.25M +28,464 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$957K +$35.1K +798 +4%
RJA
17
Raymond James & Associates
Florida
$913K -$736K -16,707 -45%
Ameriprise
18
Ameriprise
Minnesota
$906K +$895K +20,328 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$894K +$262K +5,950 +42%
JP Morgan Chase
20
JP Morgan Chase
New York
$864K +$830K +18,852 +3,485%
UBS Group
21
UBS Group
Switzerland
$794K +$103K +2,348 +15%
AA
22
Ancora Advisors
Ohio
$681K +$63.5K +1,441 +10%
M&T Bank
23
M&T Bank
New York
$375K
TFA
24
Transamerica Financial Advisors
Florida
$322K +$167K +3,803 +112%
Jane Street
25
Jane Street
New York
$317K +$314K +7,124 New

MLPX Hedge Fund Activity: Q4 2016 in Review

46 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2016, worth a combined $86.9M — up 49% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MLPX positions and 2 closed out — a net gain of 13 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $21.8M. The largest seller was Cetera Advisor Networks, cutting an estimated $6.31M.

  • 46 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2016, up from 33 in Q3 2016.
  • Funds reported $86.9M of Global X MLP & Energy Infrastructure ETF stock for Q4 2016, up 49% quarter-over-quarter.
  • 15 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2016 and 2 closed out, a net change of +13 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2016 was Pinnacle Advisory Group, an estimated $21.8M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2016 was Cetera Advisor Networks, an estimated $6.31M sold.

Based on aggregated 13F filings for Q4 2016.