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Global X MLP & Energy Infrastructure ETF

87 hedge funds and large institutions have $455M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $367M → $455M (+$88.1M)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

13% more funds holding

Funds holding: 7787 (+10)

1.46% more ownership

Funds ownership: 24.61%26.07% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
22
Increased
29
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$148M +$15.1M +369,363 +11%
OWM
2
Orgel Wealth Management
Wisconsin
$52.8M -$1.19K -29 -0%
CWM
3
Cornerstone Wealth Management
Missouri
$42.5M +$5.36M +130,789 +204%
MIS
4
Morningstar Investment Services
Illinois
$36.2M +$37M +902,659 New
Morgan Stanley
5
Morgan Stanley
New York
$31.6M +$9.83M +239,929 +44%
PAG
6
Pinnacle Advisory Group
Maryland
$25M -$5.72M -139,616 -18%
CC
7
Callan Capital
California
$17.2M +$1.65M +40,177 +10%
G
8
GenTrust
Florida
$15.9M +$2.08M +50,761 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.46M +$1.24M +30,326 +17%
Bank of America
10
Bank of America
North Carolina
$6.83M -$15.5K -378 -0.2%
PAG
11
Private Advisor Group
New Jersey
$6.12M +$1.45M +35,433 +30%
RI
12
RPTC Inc
Wyoming
$4.83M -$1.5M -36,700 -23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.8M +$4.91M +119,783 New
NIC
14
Northwest Investment Counselors
Oregon
$4.72M +$126K +3,081 +3%
HC
15
Hamilton Capital
Ohio
$3.74M +$94.7K +2,311 +3%
Ameriprise
16
Ameriprise
Minnesota
$3.37M +$114K +2,771 +3%
FM
17
Foster & Motley
Ohio
$3.32M -$30.9K -755 -0.9%
PCP
18
Proficio Capital Partners
Massachusetts
$2.74M +$2.8M +68,415 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.7M +$2.76M +67,384 New
CFA
20
Carroll Financial Associates
North Carolina
$2.66M +$14.6K +357 +0.5%
HTC
21
Haverford Trust Company
Pennsylvania
$2.37M
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.22M -$39.1K -954 -2%
VWM
23
Venturi Wealth Management
Texas
$2.08M -$3.44K -84 -0.2%
AC
24
Avestar Capital
New York
$1.82M +$388K +9,468 +26%
GC
25
Gilbert & Cook
Iowa
$1.68M +$1.72M +41,930 New

MLPX Hedge Fund Activity: Q3 2018 in Review

87 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2018, worth a combined $455M — up 24% from $367M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MLPX positions and 12 closed out — a net gain of 10 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $37M. The largest seller was 3D Asset Management, exiting entirely with an estimated $15.2M sold.

  • 87 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2018, up from 77 in Q2 2018.
  • Funds reported $455M of Global X MLP & Energy Infrastructure ETF stock for Q3 2018, up 24% quarter-over-quarter.
  • 22 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q3 2018 and 12 closed out, a net change of +10 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q3 2018 was Morningstar Investment Services, an estimated $37M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q3 2018 was 3D Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2018.