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Tortoise North American Pipeline ETF

86 hedge funds and large institutions have $385M invested in Tortoise North American Pipeline ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 8386 (+3)

5% less capital invested

Capital invested by funds: $405M → $385M (-$19.8M)

3.36% less ownership

Funds ownership: 76.26%72.89% (-3.4%)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
8
Increased
32
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$3.09M +$131K +4,957 +4%
QCIG
27
Quad-Cities Investment Group
Iowa
$2.96M +$112K +4,257 +4%
SHWM
28
Smith & Howard Wealth Management
Georgia
$2.74M +$98.2K +3,725 +3%
Wells Fargo
29
Wells Fargo
California
$2.68M -$45.3K -1,718 -2%
RJA
30
Raymond James & Associates
Florida
$2.46M -$25.3K -959 -0.9%
SCM
31
Sterneck Capital Management
Missouri
$2.21M -$30.6K -1,159 -1%
LPL Financial
32
LPL Financial
California
$2.02M -$5.91K -224 -0.3%
GWM
33
Geneos Wealth Management
Colorado
$1.65M +$57.2K +2,170 +3%
TFA
34
Transamerica Financial Advisors
Florida
$1.63M +$1.75M +66,375 +7,359%
LA
35
LexAurum Advisors
Kansas
$1.62M +$53 +2 +0%
BG
36
Bollard Group
Massachusetts
$1.46M +$17.8K +674 +1%
UAS
37
United Asset Strategies
New York
$1.39M -$365K -13,828 -19%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$1.36M +$736K +27,904 +98%
PFBT
39
Parkside Financial Bank & Trust
Missouri
$1.23M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.23M +$476K +18,040 +55%
GRP
41
Global Retirement Partners
California
$1.23M +$258K +9,773 +24%
Stifel Financial
42
Stifel Financial
Missouri
$1.15M +$338K +12,813 +37%
SCA
43
Stokes Capital Advisors
South Carolina
$1.07M -$304K -11,518 -21%
Truist Financial
44
Truist Financial
North Carolina
$977K -$28.9K -1,098 -3%
SWP
45
Summit Wealth Partners
Florida
$929K +$232K +8,787 +30%
SSB
46
Sandy Spring Bank
Maryland
$855K +$17.4K +660 +2%
WA
47
WealthTrust Axiom
Pennsylvania
$754K -$19.8K -750 -2%
CAL
48
Capital Advisors Ltd
Ohio
$722K
Citadel Advisors
49
Citadel Advisors
Florida
$708K -$1.75M -66,332 -69%
CAN
50
Cetera Advisor Networks
California
$624K +$679K +25,742 New

TPYP Hedge Fund Activity: Q2 2022 in Review

86 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q2 2022, worth a combined $385M — down 4.9% from $405M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TPYP positions and 4 closed out — a net gain of 4 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Keudell/Morrison Wealth Management, opening a new position worth an estimated $8.79M. The largest seller was Arvest Trust, cutting an estimated $5.33M.

  • 86 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q2 2022, up from 83 in Q1 2022.
  • Funds reported $385M of Tortoise North American Pipeline ETF stock for Q2 2022, down 4.9% quarter-over-quarter.
  • 8 funds opened new Tortoise North American Pipeline ETF positions in Q2 2022 and 4 closed out, a net change of +4 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q2 2022 was Keudell/Morrison Wealth Management, an estimated $8.79M added.
  • The largest Tortoise North American Pipeline ETF seller in Q2 2022 was Arvest Trust, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2022.