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Tortoise North American Pipeline ETF

58 hedge funds and large institutions have $183M invested in Tortoise North American Pipeline ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

2% less funds holding

Funds holding: 5958 (-1)

10.23% less ownership

Funds ownership: 77.51%67.28% (-10%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

22% less capital invested

Capital invested by funds: $235M → $183M (-$52.1M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
7
Increased
25
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
26
Oxbow Advisors
Texas
$780K +$332K +20,055 +63%
Stifel Financial
27
Stifel Financial
Missouri
$691K +$764K +46,170 New
LPL Financial
28
LPL Financial
California
$687K -$81K -4,895 -10%
RJA
29
Raymond James & Associates
Florida
$632K -$206K -12,463 -23%
GRP
30
Global Retirement Partners
California
$538K +$18.5K +1,118 +3%
SWP
31
Summit Wealth Partners
Florida
$511K +$15.5K +937 +3%
CAL
32
Capital Advisors Ltd
Ohio
$438K +$24.1K +1,455 +5%
NRI
33
NFP Retirement Inc
California
$434K -$53.6K -3,238 -10%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$398K +$5.53K +334 +1%
OFG
35
Oxford Financial Group
Indiana
$389K -$14.6M -882,857 -97%
PPP
36
Private Portfolio Partners
New Jersey
$373K +$12.2K +736 +3%
FFA
37
First Foundation Advisors
California
$345K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$340K -$1.13M -68,536 -75%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$317K -$1.14M -68,707 -76%
FPGK
40
Financial Partners Group (Kansas)
Kansas
$299K -$302K -18,254 -48%
ABC
41
Associated Banc-Corp
Wisconsin
$299K
JP Morgan Chase
42
JP Morgan Chase
New York
$294K +$48.1K +2,907 +18%
WB
43
WesBanco Bank
West Virginia
$273K -$16.5K -1,000 -5%
PWM
44
PBMares Wealth Management
Virginia
$224K +$18.2K +1,100 +8%
SWM
45
Segment Wealth Management
Texas
$223K -$25.3K -1,530 -9%
NCM
46
Next Capital Management
New York
$205K
AC
47
Avestar Capital
New York
$204K -$17.1K -1,035 -7%
BCA
48
Berman Capital Advisors
Georgia
$135K -$83.6K -5,054 -36%
Wells Fargo
49
Wells Fargo
California
$117K -$5.33K -322 -4%
Osaic Holdings
50
Osaic Holdings
Arizona
$110K -$6.12K -370 -5%

TPYP Hedge Fund Activity: Q3 2020 in Review

58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2020, worth a combined $183M — down 22% from $235M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TPYP and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 25 added.

The largest buyer was Country Club Trust, opening a new position worth an estimated $4.41M. The largest seller was Traphagen Investment Advisors, exiting entirely with an estimated $28.3M sold.

  • 58 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2020, down from 59 in Q2 2020.
  • Funds reported $183M of Tortoise North American Pipeline ETF stock for Q3 2020, down 22% quarter-over-quarter.
  • 7 funds opened new Tortoise North American Pipeline ETF positions in Q3 2020 and 8 closed out, a net change of -1 holder.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2020 was Country Club Trust, an estimated $4.41M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2020 was Traphagen Investment Advisors, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2020.