Global X MLP & Energy Infrastructure ETF
MLPX
86 hedge funds and large institutions have $413M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
17% more capital invested
Capital invested by funds: $352M → $413M (+$61M)
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
13% more funds holding
Funds holding: 76 → 86 (+10)
1.15% more ownership
Funds ownership: 24.44% → 25.59% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$37M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.1M |
| 3 |
Morgan Stanley
New York
|
+$9.83M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.91M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$15.2M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$5.72M |
| 3 |
RI
RPTC Inc
Jackson,
Wyoming
|
-$1.5M |
| 4 |
VF
Virtu Financial
New York
|
-$951K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$578K |
MLPX Hedge Fund Activity: Q3 2018 in Review
86 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q3 2018, worth a combined $413M — up 17% from $352M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MLPX positions and 12 closed out — a net gain of 10 holders — while 28 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.
- 86 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q3 2018, up from 76 in Q2 2018.
- Funds reported $413M of Global X MLP & Energy Infrastructure ETF stock for Q3 2018, up 17% 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.