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TNGY

Tortoise Energy ETF
TNGY

87 hedge funds and large institutions have $282M invested in Tortoise Energy ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

9% more funds holding

Funds holding: 80 → 87 (+7)

0.12% more ownership

Funds ownership: 56.19% → 56.31% (+0.12%)

3% less capital invested

Capital invested by funds: $289M → $282M (-$7.65M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
+$2.34M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.31M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$566K
4
IP
Ignite Planners
California
+$417K
5
MYIA
Mount Yale Investment Advisors
Colorado
+$251K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$6.39M
2
Ameriprise
Ameriprise
Minnesota
-$3.96M
3
Bank of America
Bank of America
North Carolina
-$1.74M
4
MFG
Merit Financial Group
Georgia
-$554K
5
Citadel Advisors
Citadel Advisors
Florida
-$426K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.09M +$18K +1,977 +2%
MCM
27
MAI Capital Management
Ohio
$1.04M -$243K -26,650 -19%
AW
28
Alteri Wealth
California
$1.04M -$6.79K -746 -0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1M +$19K +2,082 +2%
ACGA
30
Atlanta Consulting Group Advisors
Georgia
$879K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$817K +$114K +12,482 +16%
MFG
32
Merit Financial Group
Georgia
$766K -$554K -60,821 -42%
OBWG
33
Onyx Bridge Wealth Group
New York
$667K -$9.08K -997 -1%
MYIA
34
Mount Yale Investment Advisors
Colorado
$611K +$251K +27,554 +70%
BO
35
Bank OZK
Arkansas
$610K – – –
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$596K – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$561K +$4.45K +489 +0.8%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$550K -$17.5K -1,918 -3%
BBHC
39
Brown Brothers Harriman & Co
New York
$546K +$121K +13,321 +28%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$501K +$148K +16,216 +41%
Creative Planning
41
Creative Planning
Kansas
$496K – – –
IP
42
Indivisible Partners
Florida
$464K +$468K +51,357 New
VWA
43
Visionary Wealth Advisors
Illinois
$431K -$422K -46,351 -49%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$410K – – –
Lido Advisors
45
Lido Advisors
California
$408K – – –
CHAM
46
Clear Harbor Asset Management
Connecticut
$398K – – –
IA
47
IFG Advisory
Georgia
$351K – – –
CL
48
Choreo LLC
Illinois
$340K – – –
TIM
49
Thor Investment Management
Ohio
$251K – – –
NS
50
NBC Securities
Alabama
$245K +$42.2K +4,636 +21%
1
2
3 4

TNGY Hedge Fund Activity: Q4 2025 in Review

87 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy ETF (TNGY) for Q4 2025, worth a combined $282M — down 2.6% from $289M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TNGY positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was D.A. Davidson & Co, adding an estimated $2.34M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $6.39M sold.

  • 87 institutional investors held Tortoise Energy ETF (TNGY) as of Q4 2025, up from 80 in Q3 2025.
  • Funds reported $282M of Tortoise Energy ETF stock for Q4 2025, down 2.6% quarter-over-quarter.
  • 10 funds opened new Tortoise Energy ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest Tortoise Energy ETF buyer in Q4 2025 was D.A. Davidson & Co, an estimated $2.34M added.
  • The largest Tortoise Energy ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2025.