We are live on ! Find out more
TNGY

Tortoise Energy ETF
TNGY

72 hedge funds and large institutions have $293M invested in Tortoise Energy ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

54.63% more ownership

Funds ownership: 0% → 54.63% (+55%)

Holders
72
Holders Change
+72
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M
3
DADC
D.A. Davidson & Co
Montana
+$33.3M
4
Raymond James Financial
Raymond James Financial
Florida
+$21.4M
5
UBS Group
UBS Group
Switzerland
+$9.96M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.19M +$1.18M +129,174 New
DTC
27
Davidson Trust Company
Washington
$1.15M +$1.15M +125,782 New
GS
28
GTS Securities
Florida
$1.12M +$1.11M +121,895 New
Morgan Stanley
29
Morgan Stanley
New York
$1.01M +$1.01M +110,509 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.01M +$1M +109,737 New
BO
31
Bank OZK
Arkansas
$902K +$898K +98,353 New
ACGA
32
Atlanta Consulting Group Advisors
Georgia
$881K +$877K +96,000 New
VWA
33
Visionary Wealth Advisors
Illinois
$880K +$876K +95,957 New
MFG
34
Merit Financial Group
Georgia
$718K +$715K +78,291 New
Osaic Holdings
35
Osaic Holdings
Arizona
$704K +$701K +76,717 New
OBWG
36
Onyx Bridge Wealth Group
New York
$680K +$677K +74,102 New
LCWP
37
Legacy Capital Wealth Partners
Arkansas
$598K +$595K +65,149 New
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$588K +$586K +64,115 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$549K +$546K +59,802 New
Jane Street
40
Jane Street
New York
$514K +$512K +56,060 New
Creative Planning
41
Creative Planning
Kansas
$503K +$501K +54,863 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$419K +$417K +45,620 New
CHAM
43
Clear Harbor Asset Management
Connecticut
$417K +$416K +45,504 New
Lido Advisors
44
Lido Advisors
California
$410K +$409K +44,743 New
CWMS
45
Cannon Wealth Management Services
North Carolina
$407K +$405K +44,348 New
IIC
46
Integrated Investment Consultants
Michigan
$393K +$391K +42,806 New
NA
47
NewEdge Advisors
Louisiana
$374K +$373K +40,808 New
IA
48
IFG Advisory
Georgia
$356K +$354K +38,777 New
CL
49
Choreo LLC
Illinois
$342K +$340K +37,270 New
MGIA
50
Moneta Group Investment Advisors
Missouri
$337K +$336K +36,733 New
1
2
3

TNGY Hedge Fund Activity: Q2 2025 in Review

72 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy ETF (TNGY) for Q2 2025, worth a combined $293M.

Buyers outnumbered sellers: 72 funds opened new TNGY positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $108M.

  • 72 institutional investors held Tortoise Energy ETF (TNGY) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $293M of Tortoise Energy ETF stock for Q2 2025.
  • 72 funds opened new Tortoise Energy ETF positions in Q2 2025 and 0 closed out, a net change of +72 holders.
  • The largest Tortoise Energy ETF buyer in Q2 2025 was Bank of America, an estimated $108M added.

Based on aggregated 13F filings for Q2 2025.