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TNGY

Tortoise Energy ETF

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: 8788 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$113M -$6.95M -708,682 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.1M +$1.48M +150,775 +3%
DADC
3
D.A. Davidson & Co
Montana
$44.1M +$1.5M +152,999 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$23.6M +$937K +95,497 +4%
UBS Group
5
UBS Group
Switzerland
$11.7M +$13.4K +1,369 +0.1%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$6.62M -$566K -57,683 -8%
LPL Financial
7
LPL Financial
California
$5.92M +$3.75M +381,824 +206%
EWA
8
Exencial Wealth Advisors
Oklahoma
$5.78M +$36.2K +3,692 +0.7%
PFBT
9
Parkside Financial Bank & Trust
Missouri
$5.56M -$10.2K -1,043 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.04M +$208K +21,240 +5%
WA
11
Waverly Advisors
Alabama
$4.24M +$36.1K +3,684 +0.9%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.98M +$26.2K +2,669 +0.7%
Northern Trust
13
Northern Trust
Illinois
$3.83M
IP
14
Ignite Planners
California
$2.69M +$60.7K +6,189 +2%
LF
15
Lee Financial
Texas
$2.2M -$290K -29,534 -12%
SCM
16
SCS Capital Management
Massachusetts
$1.88M -$12.4K -1,267 -0.7%
Mariner
17
Mariner
Kansas
$1.8M +$3.31K +338 +0.2%
OC
18
Oppenheimer & Co
New York
$1.61M +$10.6K +1,084 +0.7%
SPIA
19
Steward Partners Investment Advisory
New York
$1.59M +$47.7K +4,860 +3%
RBFC
20
Roman Butler Fullerton & Co
Missouri
$1.59M -$26.9K -2,742 -2%
IFG
21
Independent Financial Group
California
$1.37M -$17.9K -1,827 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.32M -$3.63K -370 -0.3%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M +$574K +58,529 +96%
MCM
24
MAI Capital Management
Ohio
$1.22M +$25.9K +2,640 +2%
AW
25
Alteri Wealth
California
$1.22M +$20.4K +2,083 +2%