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Tortoise North American Pipeline ETF

48 hedge funds and large institutions have $195M invested in Tortoise North American Pipeline ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

94% more capital invested

Capital invested by funds: $101M → $195M (+$94.5M)

30.45% more ownership

Funds ownership: 60.62%91.07% (+30%)

20% more funds holding

Funds holding: 4048 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
20
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
26
Quad-Cities Investment Group
Iowa
$529K +$91.9K +4,170 +19%
LA
27
LexAurum Advisors
Kansas
$475K +$127K +5,783 +32%
PL
28
Plancorp LLC
Missouri
$472K -$36K -1,636 -6%
LPL Financial
29
LPL Financial
California
$408K +$30.9K +1,405 +7%
FA
30
FDx Advisors
Illinois
$394K +$436K +19,787 New
FFA
31
First Foundation Advisors
California
$322K +$356K +16,160 New
SF
32
Synovus Financial
Georgia
$315K -$248K -11,260 -41%
WB
33
WesBanco Bank
West Virginia
$244K +$77.6K +3,525 +40%
JIR
34
James Investment Research
Ohio
$232K
ESB
35
Essex Savings Bank
Connecticut
$217K +$240K +10,883 New
CAL
36
Capital Advisors Ltd
Ohio
$167K +$185K +8,380 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$165K +$33.5K +1,522 +22%
AG
38
Advisor Group
Arizona
$163K +$46.3K +2,100 +34%
FIB
39
First Interstate Bank
Montana
$146K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$100K +$110K +5,000 New
JWM
41
Janiczek Wealth Management
Colorado
$90K +$99.2K +4,502 New
TIS
42
Tortoise Index Solutions
Kansas
$82K
WC
43
Whitnell & Co
Illinois
$81K
OFW
44
Omnia Family Wealth
Florida
$73K +$81.2K +3,685 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$31K +$22K +1,000 +167%
CCM
46
Covington Capital Management
California
$17K
NA
47
NewEdge Advisors
Louisiana
$1.58K +$997K +45,270 +132%
TFA
48
Transamerica Financial Advisors
Florida
$1K
Jane Street
49
Jane Street
New York
-$1.53M -65,786 Closed
CWM
50
Cornerstone Wealth Management
Missouri
-$920K -21,673 Closed

TPYP Hedge Fund Activity: Q4 2018 in Review

48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2018, worth a combined $195M — up 94% from $101M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TPYP positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was BOK Financial Private Wealth, adding an estimated $31.4M. The largest seller was Royal Bank of Canada, cutting an estimated $4.57M.

  • 48 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2018, up from 40 in Q3 2018.
  • Funds reported $195M of Tortoise North American Pipeline ETF stock for Q4 2018, up 94% quarter-over-quarter.
  • 13 funds opened new Tortoise North American Pipeline ETF positions in Q4 2018 and 5 closed out, a net change of +8 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2018 was BOK Financial Private Wealth, an estimated $31.4M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2018 was Royal Bank of Canada, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2018.