Global X MLP & Energy Infrastructure ETF
MLPX
70 hedge funds and large institutions have $302M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 12 closing their positions.
571% more capital inflows, than outflows
Capital inflows: $96.3M | Capital outflows: $14.4M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.28% more ownership
Funds ownership: 76.56% → 77.84% (+1.3%)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
4% less funds holding
Funds holding: 73 → 70 (-3)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Orgel Wealth Management
Altoona,
Wisconsin
|
+$50.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.7M |
| 3 |
Pinnacle Advisory Group
Columbia,
Maryland
|
+$12.3M |
| 4 |
Morgan Stanley
New York
|
+$6.31M |
| 5 |
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$3.32M |
| 2 |
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$1.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.89M |
| 4 |
Highland Capital Management (Texas)
Dallas,
Texas
|
-$990K |
| 5 |
Corient Capital Partners
Newport Beach,
California
|
-$917K |
MLPX Hedge Fund Activity: Q1 2018 in Review
70 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q1 2018, worth a combined $302M — up 14% from $265M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of MLPX and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 27 added.
The largest buyer was Orgel Wealth Management, adding an estimated $50.1M. The largest seller was Private Advisor Group, cutting an estimated $3.32M.
- 70 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q1 2018, down from 73 in Q4 2017.
- Funds reported $302M of Global X MLP & Energy Infrastructure ETF stock for Q1 2018, up 14% quarter-over-quarter.
- 10 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q1 2018 and 12 closed out, a net change of -2 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q1 2018 was Orgel Wealth Management, an estimated $50.1M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q1 2018 was Private Advisor Group, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2018.