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TNGY

Tortoise Energy ETF

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.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

11% more funds holding

Funds holding: 7280 (+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

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$106M -$1.03M -114,313 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M +$1.64M +181,477 +5%
DADC
3
D.A. Davidson & Co
Montana
$34.7M +$1.61M +177,652 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$19.6M -$1.62M -179,233 -8%
UBS Group
5
UBS Group
Switzerland
$9.94M +$56.3K +6,228 +0.6%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$6.42M -$833K -92,226 -12%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$6.39M +$6.37M +704,530 New
Ameriprise
8
Ameriprise
Minnesota
$5.36M -$3.68M -407,395 -41%
PFBT
9
Parkside Financial Bank & Trust
Missouri
$4.97M -$171K -18,896 -3%
EWA
10
Exencial Wealth Advisors
Oklahoma
$4.89M -$89K -9,850 -2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.7M -$79.5K -8,796 -2%
WA
12
Waverly Advisors
Alabama
$3.68M -$130K -14,377 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.63M -$1.76M -195,235 -33%
Northern Trust
14
Northern Trust
Illinois
$3.33M
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.38M +$107K +11,842 +5%
LF
16
Lee Financial
Texas
$2.29M -$1.25M -137,873 -35%
IP
17
Ignite Planners
California
$1.87M -$111K -12,311 -6%
Mariner
18
Mariner
Kansas
$1.63M -$177K -19,627 -10%
LPL Financial
19
LPL Financial
California
$1.62M +$1.76K +195 +0.1%
SCM
20
SCS Capital Management
Massachusetts
$1.46M -$10.6K -1,169 -0.7%
RBFC
21
Roman Butler Fullerton & Co
Missouri
$1.42M +$33.8K +3,742 +2%
OC
22
Oppenheimer & Co
New York
$1.34M +$39.6K +4,387 +3%
MFG
23
Merit Financial Group
Georgia
$1.32M +$608K +67,308 +86%
SPIA
24
Steward Partners Investment Advisory
New York
$1.32M +$49.4K +5,467 +4%
IFG
25
Independent Financial Group
California
$1.32M -$8.09K -895 -0.6%

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.