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Global X MLP & Energy Infrastructure ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

26% more funds holding

Funds holding: 5873 (+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%)

Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
32
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$129M +$15.3M +387,898 +14%
PAG
2
Pinnacle Advisory Group
Maryland
$37.4M -$3.06M -77,409 -8%
Morgan Stanley
3
Morgan Stanley
New York
$14.5M +$8.51M +215,454 +154%
3AM
4
3D Asset Management
Connecticut
$14.1M +$639K +16,186 +5%
G
5
GenTrust
Florida
$6.75M +$1.12M +28,338 +21%
RI
6
RPTC Inc
Wyoming
$6.41M +$6.2M +157,136 New
PAG
7
Private Advisor Group
New Jersey
$4.86M -$414K -10,480 -8%
AA
8
Ancora Advisors
Ohio
$4.61M +$3.76M +95,244 +533%
NIC
9
Northwest Investment Counselors
Oregon
$3.92M +$171K +4,328 +5%
FM
10
Foster & Motley
Ohio
$3.38M -$48.1K -1,219 -1%
HTC
11
Haverford Trust Company
Pennsylvania
$2.76M +$2.67M +67,743 New
Bank of America
12
Bank of America
North Carolina
$2.69M +$338K +8,563 +15%
UBS Group
13
UBS Group
Switzerland
$2.46M +$108K +2,732 +5%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.33M +$2.18M +55,252 New
HCMT
15
Highland Capital Management (Texas)
Texas
$2.12M
JIC
16
Johnson Investment Counsel
Ohio
$1.96M -$32K -810 -2%
Ameriprise
17
Ameriprise
Minnesota
$1.73M +$705K +17,850 +73%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.34M +$1.3M +32,798 New
KA
19
Klingman & Associates
New York
$1.32M -$82K -2,076 -6%
RC
20
RegentAtlantic Capital
New Jersey
$1.29M +$343K +8,687 +38%
AI
21
Atria Investments
North Carolina
$1.19M +$358K +9,057 +45%
Jane Street
22
Jane Street
New York
$1.11M +$800K +20,250 +291%
FAIM
23
Financial Advocates Investment Management
Washington
$1.09M +$1.06M +26,780 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.05M +$1.01M +25,658 New
IA
25
IFP Advisors
Florida
$1.03M +$10.7K +271 +1%

MLPX Hedge Fund Activity: Q4 2017 in Review

73 of the 4,409 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.