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Tortoise North American Pipeline ETF

83 hedge funds and large institutions have $405M invested in Tortoise North American Pipeline ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $322M → $405M (+$83.1M)

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

5% more funds holding

Funds holding: 7983 (+4)

2.79% more ownership

Funds ownership: 73.47%76.26% (+2.8%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
32
Reduced
27
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
$3.12M +$139K +5,692 +5%
Wells Fargo
27
Wells Fargo
California
$2.98M +$41.9K +1,717 +2%
SHWM
28
Smith & Howard Wealth Management
Georgia
$2.89M -$726K -29,737 -21%
RJA
29
Raymond James & Associates
Florida
$2.71M +$2.01M +82,189 +409%
Citadel Advisors
30
Citadel Advisors
Florida
$2.53M +$2.33M +95,535 New
SCM
31
Sterneck Capital Management
Missouri
$2.45M +$42.6K +1,745 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.33M +$2.15M +87,972 New
LPL Financial
33
LPL Financial
California
$2.21M +$149K +6,082 +8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.02M +$293K +12,003 +19%
UAS
35
United Asset Strategies
New York
$1.89M -$719K -29,457 -29%
LA
36
LexAurum Advisors
Kansas
$1.77M -$2.2M -90,217 -57%
GWM
37
Geneos Wealth Management
Colorado
$1.73M -$109K -4,480 -6%
BG
38
Bollard Group
Massachusetts
$1.57M +$32.6K +1,334 +2%
SCA
39
Stokes Capital Advisors
South Carolina
$1.47M -$49.5K -2,025 -4%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$1.35M -$47.4K -1,942 -4%
RFC
41
Regions Financial Corp
Alabama
$1.3M +$42.7K +1,750 +4%
Truist Financial
42
Truist Financial
North Carolina
$1.1M -$150K -6,124 -13%
GRP
43
Global Retirement Partners
California
$1.09M +$999K +40,910 New
SSB
44
Sandy Spring Bank
Maryland
$917K -$28.8K -1,180 -3%
Stifel Financial
45
Stifel Financial
Missouri
$914K +$109K +4,476 +15%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$868K +$208K +8,499 +35%
WA
47
WealthTrust Axiom
Pennsylvania
$844K -$6.11K -250 -0.8%
CAL
48
Capital Advisors Ltd
Ohio
$789K +$15.6K +639 +2%
SWP
49
Summit Wealth Partners
Florida
$782K +$84.4K +3,457 +13%
FPGK
50
Financial Partners Group (Kansas)
Kansas
$751K +$24.9K +1,020 +4%

TPYP Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2022, worth a combined $405M — up 26% from $322M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPYP positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.6M. The largest seller was Traphagen Investment Advisors, cutting an estimated $5.14M.

  • 83 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2022, up from 79 in Q4 2021.
  • Funds reported $405M of Tortoise North American Pipeline ETF stock for Q1 2022, up 26% quarter-over-quarter.
  • 12 funds opened new Tortoise North American Pipeline ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $7.6M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2022 was Traphagen Investment Advisors, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2022.