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TNGY

Tortoise Energy ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$277K +$275K +30,151 New
TIM
52
Thor Investment Management
Ohio
$255K +$254K +27,754 New
PL
53
Plancorp LLC
Missouri
$226K +$225K +24,638 New
EWP
54
Elevation Wealth Partners
California
$223K +$222K +24,259 New
IWM
55
IHT Wealth Management
Illinois
$211K +$211K +23,046 New
NS
56
NBC Securities
Alabama
$204K +$204K +22,286 New
OFP
57
OFC Financial Planning
New Jersey
$203K +$202K +22,136 New
DWM
58
Drive Wealth Management
Utah
$177K +$176K +19,292 New
MWA
59
Medallion Wealth Advisors
Connecticut
$145K +$148K +16,168 New
CWA
60
CM Wealth Advisors
Ohio
$143K +$142K +15,569 New
Wells Fargo
61
Wells Fargo
California
$141K +$140K +15,364 New
PVI
62
Pine Valley Investments
New Jersey
$131K +$131K +14,299 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$126K +$125K +13,682 New
CWA
64
Canvas Wealth Advisors
Kansas
$126K +$127K +13,908 New
MFP
65
Meridian Financial Partners
Virginia
$114K +$113K +12,373 New
VFG
66
Victory Financial Group
Texas
$103K +$103K +11,256 New
BI
67
Beckerman Institutional
New Jersey
$102K +$102K +11,172 New
JP Morgan Chase
68
JP Morgan Chase
New York
$75.1K +$74.8K +8,187 New
FGC
69
Financial Gravity Companies
Texas
$69.2K +$68.9K +7,548 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$32.3K +$32.1K +3,518 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$24.6K +$24.5K +2,682 New
LFG
72
Larson Financial Group
Missouri
$14.6K +$14.5K +1,588 New

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.