Global X MLP & Energy Infrastructure ETF
MLPX
73 hedge funds and large institutions have $265M invested in Global X MLP & Energy Infrastructure ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 8 closing their positions.
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
26% more funds holding
Funds holding: 58 → 73 (+15)
17% more capital invested
Capital invested by funds: $226M → $265M (+$38.6M)
1.61% more ownership
Funds ownership: 23.91% → 25.52% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.3M |
| 2 |
Morgan Stanley
New York
|
+$8.51M |
| 3 |
RI
RPTC Inc
Jackson,
Wyoming
|
+$6.2M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$3.76M |
| 5 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$4.29M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$3.06M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.34M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$742K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$414K |
MLPX Hedge Fund Activity: Q4 2017 in Review
73 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2017, worth a combined $265M — up 17% from $226M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MLPX positions and 8 closed out — a net gain of 15 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.3M. The largest seller was Carroll Financial Associates, cutting an estimated $4.29M.
- 73 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2017, up from 58 in Q3 2017.
- Funds reported $265M of Global X MLP & Energy Infrastructure ETF stock for Q4 2017, up 17% quarter-over-quarter.
- 23 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2017 and 8 closed out, a net change of +15 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2017 was LPL Financial, an estimated $15.3M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2017 was Carroll Financial Associates, an estimated $4.29M sold.
Based on aggregated 13F filings for Q4 2017.