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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
GIA
76
Gladstone Institutional Advisory
Florida
$108K +$102K +10,365 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$106K +$99.6K +10,156 New
FGAM
78
Financial Gravity Asset Management
Texas
$78.7K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$74K +$69.6K +7,097 New
POIA
80
Pin Oak Investment Advisors
Texas
$54K – – –
AC
81
AlphaCore Capital
California
$35.8K – – –
PTC
82
Private Trust Company
Ohio
$33.6K +$31.6K +3,222 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
Wells Fargo
84
Wells Fargo
California
$20.1K +$1.1K +112 +6%
US Bancorp
85
US Bancorp
Minnesota
$13.2K -$248K -25,269 -95%
LFG
86
Larson Financial Group
Missouri
$11K -$5.2K -530 -33%
JP Morgan Chase
87
JP Morgan Chase
New York
$1.86K -$78.6K -8,011 -98%
NWM
88
Nova Wealth Management
Florida
$980 -$6.65K -678 -88%
IA
89
IFG Advisory
Georgia
– -$351K -38,777 Closed
SWP
90
Stratos Wealth Partners
Ohio
– -$156K -17,242 Closed
MML Investors Services
91
MML Investors Services
Massachusetts
– -$150K -16,595 Closed
QCM
92
QRG Capital Management
Illinois
– -$133K -14,731 Closed
VFG
93
Victory Financial Group
Texas
– -$102K -11,256 Closed
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.