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Tortoise North American Pipeline ETF

73 hedge funds and large institutions have $301M invested in Tortoise North American Pipeline ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.3% more ownership

Funds ownership: 68.71%73.01% (+4.3%)

3% more funds holding

Funds holding: 7173 (+2)

12% less capital invested

Capital invested by funds: $341M → $301M (-$39.9M)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
40
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
26
United Asset Strategies
New York
$2.15M +$15.9K +729 +0.7%
SCM
27
Sterneck Capital Management
Missouri
$1.89M +$20K +915 +1%
LPL Financial
28
LPL Financial
California
$1.62M -$9.53K -436 -0.6%
Wells Fargo
29
Wells Fargo
California
$1.61M +$1.45M +66,152 +850%
GWM
30
Geneos Wealth Management
Colorado
$1.55M +$16.6K +759 +1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.32M -$49.6K -2,268 -4%
Truist Financial
32
Truist Financial
North Carolina
$1.29M +$146K +6,700 +13%
BG
33
Bollard Group
Massachusetts
$1.26M +$16.6K +759 +1%
SCA
34
Stokes Capital Advisors
South Carolina
$1.25M +$11K +503 +0.9%
FTUS
35
Flow Traders U.S.
New York
$1.2M +$227K +10,378 +23%
HFS
36
Howard Financial Services
Texas
$1.07M -$641K -29,308 -37%
GRP
37
Global Retirement Partners
California
$998K -$47.2K -2,158 -5%
Jane Street
38
Jane Street
New York
$931K +$933K +42,697 New
RFC
39
Regions Financial Corp
Alabama
$835K +$431K +19,705 +106%
SSB
40
Sandy Spring Bank
Maryland
$758K +$22.9K +1,050 +3%
WA
41
WealthTrust Axiom
Pennsylvania
$700K -$65.6K -3,000 -9%
CAL
42
Capital Advisors Ltd
Ohio
$640K +$280K +12,811 +77%
SWP
43
Summit Wealth Partners
Florida
$614K -$47.6K -2,178 -7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$547K +$25.8K +1,182 +5%
WB
45
WesBanco Bank
West Virginia
$544K +$36.1K +1,650 +7%
Creative Planning
46
Creative Planning
Kansas
$481K +$194K +8,879 +67%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$420K +$86.6K +3,962 +26%
RJA
48
Raymond James & Associates
Florida
$369K -$21.9K -1,000 -6%
PPP
49
Private Portfolio Partners
New Jersey
$334K +$2.62K +120 +0.8%
SWM
50
Segment Wealth Management
Texas
$322K

TPYP Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2021, worth a combined $301M — down 12% from $341M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPYP positions and 4 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $40.9M. The largest seller was RGT Wealth Advisors, cutting an estimated $51.9M.

  • 73 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2021, up from 71 in Q2 2021.
  • Funds reported $301M of Tortoise North American Pipeline ETF stock for Q3 2021, down 12% quarter-over-quarter.
  • 7 funds opened new Tortoise North American Pipeline ETF positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2021 was Traphagen Investment Advisors, an estimated $40.9M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2021 was RGT Wealth Advisors, an estimated $51.9M sold.

Based on aggregated 13F filings for Q3 2021.