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Global X MLP & Energy Infrastructure ETF

56 hedge funds and large institutions have $177M invested in Global X MLP & Energy Infrastructure ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

104% more capital invested

Capital invested by funds: $86.9M → $177M (+$90.4M)

22% more funds holding

Funds holding: 4656 (+10)

1.65% more ownership

Funds ownership: 20.96%22.61% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$68.8M +$62.6M +1,406,460 +909%
PAG
2
Pinnacle Advisory Group
Maryland
$29.2M +$7.4M +166,353 +34%
3AM
3
3D Asset Management
Connecticut
$12.9M +$13M +291,213 New
CFA
4
Carroll Financial Associates
North Carolina
$10.8M -$253K -5,692 -2%
Morgan Stanley
5
Morgan Stanley
New York
$8.87M +$2.34M +52,608 +36%
CAN
6
Cetera Advisor Networks
California
$5.98M -$224K -5,044 -4%
NIC
7
Northwest Investment Counselors
Oregon
$3.73M +$372K +8,353 +11%
FM
8
Foster & Motley
Ohio
$3.73M -$46K -1,035 -1%
G
9
GenTrust
Florida
$3.26M +$1.17M +26,336 +56%
PAG
10
Private Advisor Group
New Jersey
$3.17M +$3.2M +71,941 New
SS
11
Simplicity Solutions
Minnesota
$2.76M -$440K -9,897 -14%
Bank of America
12
Bank of America
North Carolina
$2.37M -$130K -2,916 -5%
JIC
13
Johnson Investment Counsel
Ohio
$2.32M -$227K -5,100 -9%
KA
14
Klingman & Associates
New York
$1.8M -$87.8K -1,975 -5%
IAA
15
Independent Advisor Alliance
North Carolina
$1.45M +$1.46M +32,841 New
Jane Street
16
Jane Street
New York
$1.42M +$1.11M +24,868 +349%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.19M +$982K +22,087 +460%
RC
18
RegentAtlantic Capital
New Jersey
$1.15M -$209K -4,690 -15%
Ameriprise
19
Ameriprise
Minnesota
$1.08M +$186K +4,172 +21%
PA
20
Parallel Advisors
California
$1.05M -$186K -4,180 -15%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$1.03M +$1.04M +23,375 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$991K +$40.3K +906 +4%
IA
23
IFP Advisors
Florida
$879K +$686K +15,415 +347%
UBS Group
24
UBS Group
Switzerland
$814K +$25.4K +572 +3%
SCM
25
SOL Capital Management
Maryland
$780K +$548K +12,325 +233%

MLPX Hedge Fund Activity: Q1 2017 in Review

56 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2017, worth a combined $177M — up 104% from $86.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MLPX positions and 3 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $62.6M. The largest seller was AssetMark Inc, cutting an estimated $2.39M.

  • 56 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2017, up from 46 in Q4 2016.
  • Funds reported $177M of Global X MLP & Energy Infrastructure ETF stock for Q1 2017, up 104% quarter-over-quarter.
  • 14 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2017 and 3 closed out, a net change of +11 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2017 was LPL Financial, an estimated $62.6M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2017 was AssetMark Inc, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2017.