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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$6.37M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.64M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.61M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$608K |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.68M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.76M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.62M |
| 4 |
LF
Lee Financial
Dallas,
Texas
|
-$1.25M |
| 5 |
GS
GTS Securities
New York
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
76
Financial Gravity Asset Management
Lakeway,
Texas
| $68.5K | +$68.2K | +7,548 | New |
|
|
POIA
77
Pin Oak Investment Advisors
Houston,
Texas
| $46.7K | +$46.5K | +5,148 | New |
|
78
CIBC Private Wealth Group
Atlanta,
Georgia
| $32.3K | +$398 | +44 | +1% |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $24.3K | – | – | – |
|
|
LFG
80
Larson Financial Group
St Louis,
Missouri
| $14.4K | – | – | – |
|
|
GS
81
GTS Securities
New York
| – | -$1.12M | -121,895 | Closed |
|
82
Jane Street
New York
| – | -$514K | -56,060 | Closed |
|
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.