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Tortoise North American Pipeline ETF

98 hedge funds and large institutions have $390M invested in Tortoise North American Pipeline ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

13% more funds holding

Funds holding: 8798 (+11)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more capital invested

Capital invested by funds: $353M → $390M (+$37.5M)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

1.39% less ownership

Funds ownership: 69.18%67.79% (-1.4%)

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
16
Increased
32
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
26
Quad-Cities Investment Group
Iowa
$3.14M -$101K -4,029 -3%
XF
27
XML Financial
Maryland
$2.99M -$37.5K -1,501 -1%
FEM
28
Fulcrum Equity Management
Texas
$2.98M -$127K -5,090 -4%
SHWM
29
Smith & Howard Wealth Management
Georgia
$2.77M -$143K -5,702 -5%
RJA
30
Raymond James & Associates
Florida
$2.36M -$92.2K -3,688 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.34M +$555K +22,177 +30%
FTUS
32
Flow Traders U.S.
New York
$2.27M +$2.3M +91,779 New
SCM
33
Sterneck Capital Management
Missouri
$2.25M -$55.3K -2,211 -2%
LPL Financial
34
LPL Financial
California
$2.14M +$29.3K +1,171 +1%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.8M -$1.5M -60,029 -45%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$1.74M +$38.1K +1,523 +2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.67M +$23.2K +927 +1%
LA
38
LexAurum Advisors
Kansas
$1.65M +$16.5K +660 +1%
TFA
39
Transamerica Financial Advisors
Florida
$1.63M -$60.8K -2,429 -4%
BG
40
Bollard Group
Massachusetts
$1.5M
GRP
41
Global Retirement Partners
California
$1.35M +$20.8K +833 +2%
FEG
42
Financial Enhancement Group
Indiana
$1.3M +$19K +761 +2%
SWM
43
Segment Wealth Management
Texas
$1.29M +$975K +39,000 +294%
Stifel Financial
44
Stifel Financial
Missouri
$1.28M +$4.05K +162 +0.3%
GWM
45
Geneos Wealth Management
Colorado
$1.19M -$486K -19,442 -29%
Jane Street
46
Jane Street
New York
$1.16M +$1.17M +46,797 New
HighTower Advisors
47
HighTower Advisors
Illinois
$1.15M +$1.17M +46,589 New
Truist Financial
48
Truist Financial
North Carolina
$1.14M -$22.7K -907 -2%
WIP
49
WealthCare Investment Partners
Rhode Island
$1.06M +$733K +29,321 +218%
SWP
50
Summit Wealth Partners
Florida
$941K -$2.95K -118 -0.3%

TPYP Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2022, worth a combined $390M — up 11% from $353M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPYP positions and 4 closed out — a net gain of 12 holders — while 32 added to existing stakes and 33 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $7.19M. The largest seller was Wells Fargo, cutting an estimated $2.14M.

  • 98 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2022, up from 87 in Q3 2022.
  • Funds reported $390M of Tortoise North American Pipeline ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 16 funds opened new Tortoise North American Pipeline ETF positions in Q4 2022 and 4 closed out, a net change of +12 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2022 was Cerity Partners, an estimated $7.19M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2022 was Wells Fargo, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2022.