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Tortoise North American Pipeline ETF

96 hedge funds and large institutions have $379M invested in Tortoise North American Pipeline ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

6.36% more ownership

Funds ownership: 67.79%74.16% (+6.4%)

3% less capital invested

Capital invested by funds: $390M → $379M (-$11.5M)

2% less funds holding

Funds holding: 9896 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
8
Increased
41
Reduced
30
Closed
9
Calls
$581K
Puts
Net Calls
+$581K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
26
Smith & Howard Wealth Management
Georgia
$2.94M +$210K +8,447 +8%
XF
27
XML Financial
Maryland
$2.87M -$81.5K -3,271 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.51M +$1.42M +57,033 +122%
RJA
29
Raymond James & Associates
Florida
$2.44M +$121K +4,841 +5%
SCM
30
Sterneck Capital Management
Missouri
$2.06M -$164K -6,602 -7%
LPL Financial
31
LPL Financial
California
$2.05M -$58.9K -2,364 -3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.95M -$368K -14,759 -16%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$1.74M +$97.8K +3,925 +6%
WIP
34
WealthCare Investment Partners
Rhode Island
$1.73M +$707K +28,364 +66%
FEM
35
Fulcrum Equity Management
Texas
$1.7M -$1.27M -50,807 -42%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.7M +$56.4K +2,266 +3%
TFA
37
Transamerica Financial Advisors
Florida
$1.65M +$39.5K +1,587 +2%
LA
38
LexAurum Advisors
Kansas
$1.63M +$8.69K +349 +0.5%
BG
39
Bollard Group
Massachusetts
$1.51M +$38.2K +1,534 +3%
GRP
40
Global Retirement Partners
California
$1.29M -$24K -963 -2%
Stifel Financial
41
Stifel Financial
Missouri
$1.26M +$1.42K +57 +0.1%
FEG
42
Financial Enhancement Group
Indiana
$1.22M +$2.49K +100 +0.2%
Truist Financial
43
Truist Financial
North Carolina
$1.13M +$9.66K +388 +0.8%
FTUS
44
Flow Traders U.S.
New York
$1.09M -$1.17M -47,089 -51%
LCGC
45
Legacy Capital Group California
California
$1.03M +$1.06M +42,405 New
SWP
46
Summit Wealth Partners
Florida
$923K -$4.01K -161 -0.4%
GWM
47
Geneos Wealth Management
Colorado
$911K -$264K -10,579 -22%
SSB
48
Sandy Spring Bank
Maryland
$900K +$15.4K +620 +2%
SCA
49
Stokes Capital Advisors
South Carolina
$797K -$54.5K -2,188 -6%
CAL
50
Capital Advisors Ltd
Ohio
$705K -$19.3K -775 -3%

TPYP Hedge Fund Activity: Q1 2023 in Review

96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2023, worth a combined $379M — down 2.9% from $390M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TPYP and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 41 added.

The largest buyer was Bank of America, adding an estimated $4M. The largest seller was HBK Sorce Advisory, cutting an estimated $3.74M.

  • 96 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $379M of Tortoise North American Pipeline ETF stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 8 funds opened new Tortoise North American Pipeline ETF positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2023 was Bank of America, an estimated $4M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2023.