Global X MLP & Energy Infrastructure ETF
MLPX
99 hedge funds and large institutions have $448M invested in Global X MLP & Energy Infrastructure ETF in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 20 closing their positions.
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more funds holding
Funds holding: 86 → 99 (+13)
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
8% more capital invested
Capital invested by funds: $413M → $448M (+$34.8M)
2.76% more ownership
Funds ownership: 25.59% → 28.35% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$32.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.6M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$14.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$13.3M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$9.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.98M |
| 2 |
Morgan Stanley
New York
|
-$5.54M |
| 3 |
G
GenTrust
Miami,
Florida
|
-$4.99M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$4.46M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.8M |
MLPX Hedge Fund Activity: Q4 2018 in Review
99 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q4 2018, worth a combined $448M — up 8.4% from $413M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MLPX positions and 20 closed out — a net gain of 14 holders — while 31 added to existing stakes and 27 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.2M. The largest seller was Royal Bank of Canada, cutting an estimated $5.98M.
- 99 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q4 2018, up from 86 in Q3 2018.
- Funds reported $448M of Global X MLP & Energy Infrastructure ETF stock for Q4 2018, up 8.4% quarter-over-quarter.
- 34 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q4 2018 and 20 closed out, a net change of +14 holders.
- The largest Global X MLP & Energy Infrastructure ETF buyer in Q4 2018 was JP Morgan Private Wealth Advisors, an estimated $32.2M added.
- The largest Global X MLP & Energy Infrastructure ETF seller in Q4 2018 was Royal Bank of Canada, an estimated $5.98M sold.
Based on aggregated 13F filings for Q4 2018.