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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
US Bancorp
51
US Bancorp
Minnesota
$240K +$242K +26,537 New
Stifel Financial
52
Stifel Financial
Missouri
$238K – – –
MGIA
53
Moneta Group Investment Advisors
Missouri
$234K – – –
NA
54
NewEdge Advisors
Louisiana
$222K +$74.3K +8,155 +50%
EWP
55
Elevation Wealth Partners
California
$217K -$3.98K -437 -2%
IWM
56
IHT Wealth Management
Illinois
$208K – – –
OFP
57
OFC Financial Planning
New Jersey
$200K – – –
PAS
58
Park Avenue Securities
New York
$179K – – –
CWMS
59
Cannon Wealth Management Services
North Carolina
$178K -$220K -24,180 -55%
CA
60
Carson Advisory
Georgia
$178K -$783 -86 -0.4%
IRP
61
Investment Research Partners
Pennsylvania
$160K – – –
PL
62
Plancorp LLC
Missouri
$160K -$65.8K -7,227 -29%
SWP
63
Stratos Wealth Partners
Ohio
$156K +$157K +17,242 New
DWM
64
Drive Wealth Management
Utah
$154K -$19K -2,090 -11%
MML Investors Services
65
MML Investors Services
Massachusetts
$150K +$151K +16,595 New
MWA
66
Medallion Wealth Advisors
Connecticut
$148K – – –
CWA
67
CM Wealth Advisors
Ohio
$134K -$8.75K -961 -6%
QCM
68
QRG Capital Management
Illinois
$133K +$134K +14,731 New
PVI
69
Pine Valley Investments
New Jersey
$129K – – –
CWA
70
Canvas Wealth Advisors
Kansas
$127K – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$118K +$14.8K +1,628 +14%
MFP
72
Meridian Financial Partners
Virginia
$114K – – –
OCA
73
OpenArc Corporate Advisory
Georgia
$104K +$105K +11,520 New
VFG
74
Victory Financial Group
Texas
$102K – – –
BI
75
Beckerman Institutional
New Jersey
$101K – – –
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.