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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
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$101K +$102K +11,149 New
Comerica Bank
77
Comerica Bank
Texas
$91.8K -$19.6K -2,152 -17%
JP Morgan Chase
78
JP Morgan Chase
New York
$74K – – –
FGAM
79
Financial Gravity Asset Management
Texas
$68.2K – – –
POIA
80
Pin Oak Investment Advisors
Texas
$49K – – –
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$32.2K – – –
AC
82
AlphaCore Capital
California
$31.4K +$31.2K +3,431 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$24.2K – – –
TAM
84
Tucker Asset Management
Colorado
$16.8K +$16.9K +1,853 New
Wells Fargo
85
Wells Fargo
California
$16.4K -$133K -14,612 -89%
LFG
86
Larson Financial Group
Missouri
$14.4K – – –
NWM
87
Nova Wealth Management
Florida
$6.98K +$7.03K +772 New
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
– -$6.39M -704,530 Closed
Citadel Advisors
89
Citadel Advisors
Florida
– -$426K -46,946 Closed
IIC
90
Integrated Investment Consultants
Michigan
– -$388K -42,806 Closed
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.