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Tortoise North American Pipeline ETF

60 hedge funds and large institutions have $210M invested in Tortoise North American Pipeline ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $183M → $210M (+$27M)

3% more funds holding

Funds holding: 5860 (+2)

10.25% less ownership

Funds ownership: 67.28%57.03% (-10%)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
20
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.12M +$21.4K +1,274 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.04M -$53.1K -3,169 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$979K +$948K +56,507 New
SCA
29
Stokes Capital Advisors
South Carolina
$869K -$104K -6,215 -11%
LPL Financial
30
LPL Financial
California
$814K +$18.9K +1,125 +2%
UAS
31
United Asset Strategies
New York
$782K +$757K +45,142 New
GRP
32
Global Retirement Partners
California
$604K -$18.4K -1,098 -3%
SWP
33
Summit Wealth Partners
Florida
$593K +$2.52K +150 +0.4%
WA
34
WealthTrust Axiom
Pennsylvania
$589K +$571K +34,050 New
NRI
35
NFP Retirement Inc
California
$581K +$77.5K +4,623 +16%
SSB
36
Sandy Spring Bank
Maryland
$548K +$531K +31,645 New
FTUS
37
Flow Traders U.S.
New York
$496K +$480K +28,632 New
CAL
38
Capital Advisors Ltd
Ohio
$495K -$11K -653 -2%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$458K -$2.62K -156 -0.6%
Jane Street
40
Jane Street
New York
$413K +$400K +23,862 New
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$389K -$3.84K -229 -1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$377K +$11K +657 +3%
ABC
43
Associated Banc-Corp
Wisconsin
$345K
PPP
44
Private Portfolio Partners
New Jersey
$332K -$96.1K -5,728 -23%
RJA
45
Raymond James & Associates
Florida
$311K -$407K -24,257 -57%
SWM
46
Segment Wealth Management
Texas
$256K -$1.68K -100 -0.7%
AC
47
Avestar Capital
New York
$255K +$25.2K +1,500 +12%
NCM
48
Next Capital Management
New York
$237K
IA
49
IFP Advisors
Florida
$134K +$95.6K +5,700 +280%
Wells Fargo
50
Wells Fargo
California
$130K -$4.98K -297 -4%

TPYP Hedge Fund Activity: Q4 2020 in Review

60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2020, worth a combined $210M — up 15% from $183M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPYP positions and 9 closed out — a net gain of 3 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Magnus Financial Group, opening a new position worth an estimated $8.65M. The largest seller was Morgan Stanley, cutting an estimated $16.7M.

  • 60 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $210M of Tortoise North American Pipeline ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 12 funds opened new Tortoise North American Pipeline ETF positions in Q4 2020 and 9 closed out, a net change of +3 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2020 was Magnus Financial Group, an estimated $8.65M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2020 was Morgan Stanley, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2020.