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Tortoise North American Pipeline ETF

87 hedge funds and large institutions have $353M invested in Tortoise North American Pipeline ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

1% more funds holding

Funds holding: 8687 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.71% less ownership

Funds ownership: 72.89%69.18% (-3.7%)

9% less capital invested

Capital invested by funds: $385M → $353M (-$32.8M)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.5%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
7
Increased
41
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
26
Quad-Cities Investment Group
Iowa
$3.03M +$227K +8,928 +7%
FEM
27
Fulcrum Equity Management
Texas
$2.91M -$40.7K -1,597 -1%
XF
28
XML Financial
Maryland
$2.83M +$3.12M +122,651 New
SHWM
29
Smith & Howard Wealth Management
Georgia
$2.73M +$131K +5,143 +5%
Wells Fargo
30
Wells Fargo
California
$2.56M +$4.1K +161 +0.1%
RJA
31
Raymond James & Associates
Florida
$2.29M -$53.8K -2,113 -2%
SCM
32
Sterneck Capital Management
Missouri
$2.16M +$56.8K +2,231 +2%
LPL Financial
33
LPL Financial
California
$1.97M +$55.9K +2,197 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.68M +$559K +21,959 +43%
TFA
35
Transamerica Financial Advisors
Florida
$1.58M +$30.9K +1,214 +2%
GWM
36
Geneos Wealth Management
Colorado
$1.56M +$2.77K +109 +0.2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.54M +$1.48M +58,156 +669%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$1.53M +$252K +9,879 +18%
LA
39
LexAurum Advisors
Kansas
$1.52M -$24.3K -955 -1%
BG
40
Bollard Group
Massachusetts
$1.4M +$18.7K +733 +1%
GRP
41
Global Retirement Partners
California
$1.37M +$82.1K +3,225 +6%
Stifel Financial
42
Stifel Financial
Missouri
$1.2M +$113K +4,456 +9%
PFBT
43
Parkside Financial Bank & Trust
Missouri
$1.17M
FEG
44
Financial Enhancement Group
Indiana
$1.16M +$1.28M +50,381 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.16M +$537K +21,103 +72%
Truist Financial
46
Truist Financial
North Carolina
$1.09M +$170K +6,689 +17%
SCA
47
Stokes Capital Advisors
South Carolina
$972K -$47.9K -1,883 -4%
SWP
48
Summit Wealth Partners
Florida
$883K -$2.57K -101 -0.3%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$864K +$644K +25,290 +209%
SSB
50
Sandy Spring Bank
Maryland
$840K +$28.5K +1,120 +3%

TPYP Hedge Fund Activity: Q3 2022 in Review

87 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2022, worth a combined $353M — down 8.5% from $385M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPYP positions and 5 closed out — a net gain of 2 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $3.12M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $22.9M.

  • 87 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2022, up from 86 in Q2 2022.
  • Funds reported $353M of Tortoise North American Pipeline ETF stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 7 funds opened new Tortoise North American Pipeline ETF positions in Q3 2022 and 5 closed out, a net change of +2 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2022 was XML Financial, an estimated $3.12M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2022 was Carson Wealth (CWM LLC), an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2022.