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Global X MLP & Energy Infrastructure ETF

58 hedge funds and large institutions have $226M invested in Global X MLP & Energy Infrastructure ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 16 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

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

9% more funds holding

Funds holding: 5358 (+5)

8% more capital invested

Capital invested by funds: $210M → $226M (+$16.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.63% less ownership

Funds ownership: 24.55%23.91% (-0.63%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$115M +$15.2M +369,633 +15%
PAG
2
Pinnacle Advisory Group
Maryland
$41.2M +$71.5K +1,741 +0.2%
3AM
3
3D Asset Management
Connecticut
$13.7M +$1.14M +27,760 +9%
Morgan Stanley
4
Morgan Stanley
New York
$5.77M +$1.25M +30,411 +28%
G
5
GenTrust
Florida
$5.67M +$21.4K +522 +0.4%
PAG
6
Private Advisor Group
New Jersey
$5.18M -$789K -19,216 -13%
CFA
7
Carroll Financial Associates
North Carolina
$5.12M -$371K -9,044 -7%
NIC
8
Northwest Investment Counselors
Oregon
$3.8M +$127K +3,103 +3%
FM
9
Foster & Motley
Ohio
$3.48M -$19.9K -485 -0.6%
CAN
10
Cetera Advisor Networks
California
$2.89M -$309K -7,522 -10%
UBS Group
11
UBS Group
Switzerland
$2.38M +$194K +4,713 +9%
Bank of America
12
Bank of America
North Carolina
$2.38M +$65.7K +1,600 +3%
HCMT
13
Highland Capital Management (Texas)
Texas
$2.15M
JIC
14
Johnson Investment Counsel
Ohio
$2.02M -$21.9K -533 -1%
KA
15
Klingman & Associates
New York
$1.43M -$24.8K -605 -2%
IA
16
IFP Advisors
Florida
$1.04M +$51.6K +1,256 +5%
Ameriprise
17
Ameriprise
Minnesota
$1.01M -$4.48K -109 -0.4%
RC
18
RegentAtlantic Capital
New Jersey
$949K -$23.7K -577 -2%
SCM
19
SOL Capital Management
Maryland
$874K +$194K +4,717 +29%
AI
20
Atria Investments
North Carolina
$833K +$60.5K +1,473 +8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$742K +$737K +17,937 New
AA
22
Ancora Advisors
Ohio
$739K -$8.99K -219 -1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$727K -$112K -2,732 -13%
WKWM
24
Walter & Keenan Wealth Management
Indiana
$720K +$116K +2,833 +19%
PA
25
Parallel Advisors
California
$716K -$65.4K -1,593 -8%

MLPX Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2017, worth a combined $226M — up 7.8% from $210M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MLPX positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $926K sold.

  • 58 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2017, up from 53 in Q2 2017.
  • Funds reported $226M of Global X MLP & Energy Infrastructure ETF stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 12 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2017 and 6 closed out, a net change of +6 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2017 was LPL Financial, an estimated $15.2M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2017 was Simplicity Solutions, an estimated $926K sold.

Based on aggregated 13F filings for Q3 2017.