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Tortoise North American Pipeline ETF

79 hedge funds and large institutions have $322M invested in Tortoise North American Pipeline ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7379 (+6)

7% more capital invested

Capital invested by funds: $301M → $322M (+$21.2M)

0.46% more ownership

Funds ownership: 73.01%73.47% (+0.46%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
29
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
26
Quad-Cities Investment Group
Iowa
$2.49M +$207K +9,110 +9%
Wells Fargo
27
Wells Fargo
California
$2.46M +$833K +36,716 +50%
UAS
28
United Asset Strategies
New York
$2.24M +$44.3K +1,953 +2%
SCM
29
Sterneck Capital Management
Missouri
$2.01M +$93.3K +4,111 +5%
LPL Financial
30
LPL Financial
California
$1.72M +$63.6K +2,802 +4%
GWM
31
Geneos Wealth Management
Colorado
$1.55M -$13K -573 -0.8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.43M +$88.5K +3,899 +6%
BG
33
Bollard Group
Massachusetts
$1.29M
SCA
34
Stokes Capital Advisors
South Carolina
$1.28M +$3.65K +161 +0.3%
PFBT
35
Parkside Financial Bank & Trust
Missouri
$1.17M +$1.2M +52,736 New
Truist Financial
36
Truist Financial
North Carolina
$1.06M -$262K -11,567 -20%
RFC
37
Regions Financial Corp
Alabama
$1.05M +$204K +8,973 +23%
SSB
38
Sandy Spring Bank
Maryland
$795K +$22.7K +1,000 +3%
WA
39
WealthTrust Axiom
Pennsylvania
$714K
Stifel Financial
40
Stifel Financial
Missouri
$668K +$681K +30,032 New
CAL
41
Capital Advisors Ltd
Ohio
$648K -$4.88K -215 -0.7%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$647K +$183K +8,063 +42%
HFS
43
Howard Financial Services
Texas
$592K -$512K -22,561 -46%
SWP
44
Summit Wealth Partners
Florida
$580K -$47.6K -2,098 -7%
WB
45
WesBanco Bank
West Virginia
$579K +$25K +1,100 +4%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$539K -$18.3K -805 -3%
RJA
47
Raymond James & Associates
Florida
$447K +$72.2K +3,180 +19%
Creative Planning
48
Creative Planning
Kansas
$398K -$94K -4,142 -19%
FA
49
FDx Advisors
Illinois
$379K +$161K +7,089 +71%
DIA
50
Dana Investment Advisors
Wisconsin
$349K +$356K +15,705 New

TPYP Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2021, worth a combined $322M — up 7% from $301M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TPYP positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $1.87M. The largest seller was RGT Wealth Advisors, cutting an estimated $3.26M.

  • 79 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $322M of Tortoise North American Pipeline ETF stock for Q4 2021, up 7% quarter-over-quarter.
  • 14 funds opened new Tortoise North American Pipeline ETF positions in Q4 2021 and 7 closed out, a net change of +7 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2021 was UBS Group, an estimated $1.87M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2021 was RGT Wealth Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2021.