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TNGY

Tortoise Energy ETF
TNGY

72 hedge funds and large institutions have $293M invested in Tortoise Energy ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

54.63% more ownership

Funds ownership: 0% → 54.63% (+55%)

Holders
72
Holders Change
+72
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M
3
DADC
D.A. Davidson & Co
Montana
+$33.3M
4
Raymond James Financial
Raymond James Financial
Florida
+$21.4M
5
UBS Group
UBS Group
Switzerland
+$9.96M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$109M +$108M +11,834,256 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.1M +$35.9M +3,932,706 New
DADC
3
D.A. Davidson & Co
Montana
$33.4M +$33.3M +3,645,632 New
Raymond James Financial
4
Raymond James Financial
Florida
$21.5M +$21.4M +2,339,948 New
UBS Group
5
UBS Group
Switzerland
$10M +$9.96M +1,090,108 New
Ameriprise
6
Ameriprise
Minnesota
$9.16M +$9.12M +998,600 New
Baird Financial Group
7
Baird Financial Group
Wisconsin
$7.34M +$7.31M +799,804 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.46M +$5.44M +595,267 New
PFBT
9
Parkside Financial Bank & Trust
Missouri
$5.2M +$5.18M +566,715 New
EWA
10
Exencial Wealth Advisors
Oklahoma
$5.04M +$5.02M +549,506 New
WA
11
Waverly Advisors
Alabama
$3.85M +$3.84M +419,985 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.82M +$3.8M +416,432 New
LF
13
Lee Financial
Texas
$3.59M +$3.57M +390,836 New
Northern Trust
14
Northern Trust
Illinois
$3.37M +$3.35M +366,996 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.23M +$2.26M +247,011 New
IP
16
Ignite Planners
California
$1.99M +$1.99M +218,237 New
Mariner
17
Mariner
Kansas
$1.82M +$1.82M +198,875 New
LPL Financial
18
LPL Financial
California
$1.64M +$1.63M +178,598 New
SCM
19
SCS Capital Management
Massachusetts
$1.49M +$1.48M +162,111 New
RBFC
20
Roman Butler Fullerton & Co
Missouri
$1.41M +$1.42M +155,549 New
IFG
21
Independent Financial Group
California
$1.34M +$1.34M +146,381 New
AW
22
Alteri Wealth
California
$1.34M +$1.34M +146,176 New
OC
23
Oppenheimer & Co
New York
$1.31M +$1.31M +143,122 New
MCM
24
MAI Capital Management
Ohio
$1.31M +$1.3M +142,428 New
SPIA
25
Steward Partners Investment Advisory
New York
$1.28M +$1.28M +140,044 New
1
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TNGY Hedge Fund Activity: Q2 2025 in Review

72 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy ETF (TNGY) for Q2 2025, worth a combined $293M.

Buyers outnumbered sellers: 72 funds opened new TNGY positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $108M.

  • 72 institutional investors held Tortoise Energy ETF (TNGY) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $293M of Tortoise Energy ETF stock for Q2 2025.
  • 72 funds opened new Tortoise Energy ETF positions in Q2 2025 and 0 closed out, a net change of +72 holders.
  • The largest Tortoise Energy ETF buyer in Q2 2025 was Bank of America, an estimated $108M added.

Based on aggregated 13F filings for Q2 2025.