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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
TIM
51
Thor Investment Management
Ohio
$289K – – –
MGIA
52
Moneta Group Investment Advisors
Missouri
$270K – – –
IWM
53
IHT Wealth Management
Illinois
$240K – – –
EWP
54
Elevation Wealth Partners
California
$235K -$13.5K -1,376 -6%
OFP
55
OFC Financial Planning
New Jersey
$231K – – –
NS
56
NBC Securities
Alabama
$218K -$61.4K -6,261 -23%
CA
57
Carson Advisory
Georgia
$205K – – –
PAS
58
Park Avenue Securities
New York
$203K -$2.94K -300 -2%
CWMS
59
Cannon Wealth Management Services
North Carolina
$195K -$9.9K -1,009 -5%
IRP
60
Investment Research Partners
Pennsylvania
$185K – – –
AIP
61
Avail Investment Partners
Pennsylvania
$185K +$174K +17,750 New
PL
62
Plancorp LLC
Missouri
$182K +$4.15K +423 +2%
GS
63
GTS Securities
New York
$182K +$171K +17,459 New
MWA
64
Medallion Wealth Advisors
Connecticut
$175K +$3.83K +391 +2%
DWM
65
Drive Wealth Management
Utah
$160K -$13.9K -1,413 -8%
CWA
66
CM Wealth Advisors
Ohio
$152K – – –
PVI
67
Pine Valley Investments
New Jersey
$149K – – –
HPA
68
High Probability Advisors
New York
$148K +$139K +14,145 New
CWA
69
Canvas Wealth Advisors
Kansas
$145K – – –
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$138K +$1.23K +125 +1%
MFP
71
Meridian Financial Partners
Virginia
$128K – – –
OCA
72
OpenArc Corporate Advisory
Georgia
$120K – – –
BI
73
Beckerman Institutional
New Jersey
$117K – – –
TWA
74
Tulsa Wealth Advisors
Oklahoma
$116K +$110K +11,165 New
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$116K -$10 -1 -0%
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.