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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
CL
51
Choreo LLC
Illinois
$338K – – –
TIM
52
Thor Investment Management
Ohio
$252K – – –
Stifel Financial
53
Stifel Financial
Missouri
$239K -$34.8K -3,849 -13%
MGIA
54
Moneta Group Investment Advisors
Missouri
$235K -$98K -10,843 -30%
PL
55
Plancorp LLC
Missouri
$226K +$2.81K +311 +1%
EWP
56
Elevation Wealth Partners
California
$221K +$1.16K +128 +0.5%
IWM
57
IHT Wealth Management
Illinois
$209K – – –
NS
58
NBC Securities
Alabama
$204K +$2.01K +222 +1%
OFP
59
OFC Financial Planning
New Jersey
$201K – – –
CA
60
Carson Advisory
Georgia
$179K +$179K +19,780 New
PAS
61
Park Avenue Securities
New York
$179K +$179K +19,761 New
DWM
62
Drive Wealth Management
Utah
$171K -$3.69K -408 -2%
IRP
63
Investment Research Partners
Pennsylvania
$158K +$160K +17,750 New
Wells Fargo
64
Wells Fargo
California
$149K +$9.58K +1,060 +7%
NA
65
NewEdge Advisors
Louisiana
$149K -$221K -24,419 -60%
MWA
66
Medallion Wealth Advisors
Connecticut
$148K +$1.84K +204 +1%
CWA
67
CM Wealth Advisors
Ohio
$141K – – –
PVI
68
Pine Valley Investments
New Jersey
$130K – – –
CWA
69
Canvas Wealth Advisors
Kansas
$128K – – –
MFP
70
Meridian Financial Partners
Virginia
$113K – – –
Comerica Bank
71
Comerica Bank
Texas
$112K +$111K +12,308 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$104K -$20.2K -2,232 -16%
VFG
73
Victory Financial Group
Texas
$102K – – –
BI
74
Beckerman Institutional
New Jersey
$101K – – –
JP Morgan Chase
75
JP Morgan Chase
New York
$74.3K – – –
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.