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Tortoise North American Pipeline ETF

93 hedge funds and large institutions have $336M invested in Tortoise North American Pipeline ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 9193 (+2)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

3% less capital invested

Capital invested by funds: $348M → $336M (-$11.8M)

1.16% less ownership

Funds ownership: 71.29%70.13% (-1.2%)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
1.48%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
31
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
26
Quad-Cities Investment Group
Iowa
$2.79M -$155K -6,195 -5%
XF
27
XML Financial
Maryland
$2.66M -$70.3K -2,802 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.35M +$43K +1,714 +2%
FPGK
29
Financial Partners Group (Kansas)
Kansas
$2.29M +$143K +5,712 +7%
TFA
30
Transamerica Financial Advisors
Florida
$1.9M +$124K +4,922 +7%
WIP
31
WealthCare Investment Partners
Rhode Island
$1.79M +$14.5K +576 +0.8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.78M -$192K -7,653 -10%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.63M -$81.4K -3,243 -5%
LA
34
LexAurum Advisors
Kansas
$1.61M -$402 -16 -0%
BG
35
Bollard Group
Massachusetts
$1.56M +$19.4K +772 +1%
FEG
36
Financial Enhancement Group
Indiana
$1.34M +$19K +758 +1%
AC
37
AlphaCore Capital
California
$1.28M
Stifel Financial
38
Stifel Financial
Missouri
$1.2M -$39.7K -1,581 -3%
GRP
39
Global Retirement Partners
California
$1.17M -$37.8K -1,508 -3%
GWM
40
Geneos Wealth Management
Colorado
$1.15M -$14.7K -584 -1%
Truist Financial
41
Truist Financial
North Carolina
$1.09M -$74.3K -2,959 -6%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.01M +$824K +32,830 +391%
SSB
43
Sandy Spring Bank
Maryland
$919K +$29K +1,155 +3%
SWP
44
Summit Wealth Partners
Florida
$918K -$527 -21 -0.1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$810K +$226K +9,006 +37%
CAL
46
Capital Advisors Ltd
Ohio
$729K
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$651K -$34.6K -1,379 -5%
WB
48
WesBanco Bank
West Virginia
$637K -$25.1K -1,000 -4%
SCA
49
Stokes Capital Advisors
South Carolina
$549K +$5.5K +219 +1%
Creative Planning
50
Creative Planning
Kansas
$517K

TPYP Hedge Fund Activity: Q3 2023 in Review

93 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2023, worth a combined $336M — down 3.4% from $348M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPYP positions and 8 closed out — a net gain of 2 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $1.76M. The largest seller was Cerity Partners, exiting entirely with an estimated $6.4M sold.

  • 93 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2023, up from 91 in Q2 2023.
  • Funds reported $336M of Tortoise North American Pipeline ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 10 funds opened new Tortoise North American Pipeline ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2023 was Bank of America, an estimated $1.76M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2023 was Cerity Partners, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2023.