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TNGY

Tortoise Energy ETF
TNGY

88 hedge funds and large institutions have $322M invested in Tortoise Energy ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $282M → $322M (+$40.5M)

1% more funds holding

Funds holding: 87 → 88 (+1)

0.67% more ownership

Funds ownership: 56.31% → 56.98% (+0.67%)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.75M
2
DADC
D.A. Davidson & Co
Montana
+$1.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.48M
4
Raymond James Financial
Raymond James Financial
Florida
+$937K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$731K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.95M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.16M
3
Ameriprise
Ameriprise
Minnesota
-$793K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$566K
5
IA
IFG Advisory
Georgia
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.2M +$39.3K +4,009 +4%
DTC
27
Davidson Trust Company
Washington
$1.17M -$165K -16,819 -13%
Morgan Stanley
28
Morgan Stanley
New York
$1.15M -$99.5K -10,148 -8%
ACGA
29
Atlanta Consulting Group Advisors
Georgia
$1M – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$961K +$17.4K +1,769 +2%
Ameriprise
31
Ameriprise
Minnesota
$801K -$793K -80,794 -52%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$777K +$731K +74,496 New
OBWG
33
Onyx Bridge Wealth Group
New York
$770K +$500 +51 +0.1%
MFG
34
Merit Financial Group
Georgia
$736K -$139K -14,173 -17%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$704K +$15.4K +1,573 +2%
BO
36
Bank OZK
Arkansas
$704K – – –
MYIA
37
Mount Yale Investment Advisors
Colorado
$696K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$634K -$12.7K -1,297 -2%
BBHC
39
Brown Brothers Harriman & Co
New York
$630K – – –
VAS
40
Vestmark Advisory Solutions
Massachusetts
$578K – – –
Creative Planning
41
Creative Planning
Kansas
$572K – – –
IP
42
Indivisible Partners
Florida
$540K +$4.19K +427 +0.8%
Lido Advisors
43
Lido Advisors
California
$474K +$4.64K +473 +1%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$473K – – –
CHAM
45
Clear Harbor Asset Management
Connecticut
$460K +$441 +45 +0.1%
VWA
46
Visionary Wealth Advisors
Illinois
$430K -$63.3K -6,455 -14%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$401K -$2.16M -220,424 -85%
CL
48
Choreo LLC
Illinois
$389K – – –
Stifel Financial
49
Stifel Financial
Missouri
$308K +$31.4K +3,203 +12%
NA
50
NewEdge Advisors
Louisiana
$295K +$37K +3,770 +15%
1
2
3 4

TNGY Hedge Fund Activity: Q1 2026 in Review

88 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy ETF (TNGY) for Q1 2026, worth a combined $322M — up 14% from $282M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TNGY positions and 5 closed out — a net gain of 4 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.75M. The largest seller was Bank of America, cutting an estimated $6.95M.

  • 88 institutional investors held Tortoise Energy ETF (TNGY) as of Q1 2026, up from 87 in Q4 2025.
  • Funds reported $322M of Tortoise Energy ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 9 funds opened new Tortoise Energy ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest Tortoise Energy ETF buyer in Q1 2026 was LPL Financial, an estimated $3.75M added.
  • The largest Tortoise Energy ETF seller in Q1 2026 was Bank of America, an estimated $6.95M sold.

Based on aggregated 13F filings for Q1 2026.