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TNGY

Tortoise Energy ETF
TNGY

80 hedge funds and large institutions have $289M invested in Tortoise Energy ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

11% more funds holding

Funds holding: 72 → 80 (+8)

1.57% more ownership

Funds ownership: 54.63% → 56.19% (+1.6%)

1% less capital invested

Capital invested by funds: $293M → $289M (-$3.88M)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$6.37M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.64M
3
DADC
D.A. Davidson & Co
Montana
+$1.61M
4
MFG
Merit Financial Group
Georgia
+$608K
5
BBHC
Brown Brothers Harriman & Co
New York
+$426K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.68M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.76M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.62M
4
LF
Lee Financial
Texas
-$1.25M
5
GS
GTS Securities
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
MAI Capital Management
Ohio
$1.28M -$9.69K -1,072 -0.8%
DTC
27
Davidson Trust Company
Washington
$1.23M +$92.3K +10,212 +8%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.17M -$5.87K -650 -0.5%
Morgan Stanley
29
Morgan Stanley
New York
$1.07M +$69.8K +7,730 +7%
AW
30
Alteri Wealth
California
$1.05M -$278K -30,795 -21%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$987K -$8.72K -965 -0.9%
ACGA
32
Atlanta Consulting Group Advisors
Georgia
$871K – – –
VWA
33
Visionary Wealth Advisors
Illinois
$853K -$17K -1,879 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$708K +$11K +1,217 +2%
OBWG
35
Onyx Bridge Wealth Group
New York
$678K +$6.09K +674 +0.9%
BO
36
Bank OZK
Arkansas
$612K -$279K -30,845 -31%
LCWP
37
Legacy Capital Wealth Partners
Arkansas
$598K +$7.44K +823 +1%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$569K -$12.1K -1,336 -2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$559K +$16.2K +1,788 +3%
Creative Planning
40
Creative Planning
Kansas
$498K – – –
BBHC
41
Brown Brothers Harriman & Co
New York
$427K +$426K +47,118 New
Citadel Advisors
42
Citadel Advisors
Florida
$426K +$424K +46,946 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$411K -$2.51K -278 -0.6%
Lido Advisors
44
Lido Advisors
California
$408K +$2.23K +247 +0.6%
CHAM
45
Clear Harbor Asset Management
Connecticut
$399K -$13.3K -1,474 -3%
CWMS
46
Cannon Wealth Management Services
North Carolina
$398K -$4.17K -461 -1%
IIC
47
Integrated Investment Consultants
Michigan
$388K – – –
MYIA
48
Mount Yale Investment Advisors
Colorado
$355K +$354K +39,181 New
VAS
49
Vestmark Advisory Solutions
Massachusetts
$355K +$354K +39,181 New
IA
50
IFG Advisory
Georgia
$352K – – –
1
2
3 4

TNGY Hedge Fund Activity: Q3 2025 in Review

80 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy ETF (TNGY) for Q3 2025, worth a combined $289M — down 1.3% from $293M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TNGY positions and 2 closed out — a net gain of 9 holders — while 22 added to existing stakes and 29 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $6.37M. The largest seller was Ameriprise, cutting an estimated $3.68M.

  • 80 institutional investors held Tortoise Energy ETF (TNGY) as of Q3 2025, up from 72 in Q2 2025.
  • Funds reported $289M of Tortoise Energy ETF stock for Q3 2025, down 1.3% quarter-over-quarter.
  • 11 funds opened new Tortoise Energy ETF positions in Q3 2025 and 2 closed out, a net change of +9 holders.
  • The largest Tortoise Energy ETF buyer in Q3 2025 was Kovitz Investment Group Partners, an estimated $6.37M added.
  • The largest Tortoise Energy ETF seller in Q3 2025 was Ameriprise, an estimated $3.68M sold.

Based on aggregated 13F filings for Q3 2025.