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Tortoise North American Pipeline ETF

103 hedge funds and large institutions have $392M invested in Tortoise North American Pipeline ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $336M → $392M (+$55.9M)

11% more funds holding

Funds holding: 93103 (+10)

3.23% more ownership

Funds ownership: 70.13%73.36% (+3.2%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

37% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 41

Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
26
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
26
Country Club Bank
Missouri
$3.1M -$119K -4,696 -4%
HSA
27
HBK Sorce Advisory
Pennsylvania
$3.02M -$98.8K -3,904 -3%
CastleKeep Investment Advisors
28
CastleKeep Investment Advisors
Connecticut
$3M +$2.92M +115,509 New
SHWM
29
Smith & Howard Wealth Management
Georgia
$2.95M -$280K -11,075 -9%
QCIG
30
Quad-Cities Investment Group
Iowa
$2.95M -$45.9K -1,815 -2%
XF
31
XML Financial
Maryland
$2.72M -$103K -4,060 -4%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.46M -$24.6K -972 -1%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$2.27M -$127K -5,027 -5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.08M +$2.03M +80,341 New
LA
35
LexAurum Advisors
Kansas
$1.76M +$57.6K +2,275 +3%
FEG
36
Financial Enhancement Group
Indiana
$1.72M +$369K +14,588 +28%
BG
37
Bollard Group
Massachusetts
$1.66M
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.58M -$298K -11,780 -16%
WIP
39
WealthCare Investment Partners
Rhode Island
$1.55M -$403K -15,932 -21%
TFA
40
Transamerica Financial Advisors
Florida
$1.53M -$464K -18,335 -24%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.45M -$276K -10,910 -16%
AC
42
AlphaCore Capital
California
$1.37M
Stifel Financial
43
Stifel Financial
Missouri
$1.32M +$44.9K +1,775 +4%
Truist Financial
44
Truist Financial
North Carolina
$1.13M -$21.3K -840 -2%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$1.06M +$1.04M +40,909 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.06M +$192K +7,581 +23%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.03M -$35.4K -1,397 -3%
SSB
48
Sandy Spring Bank
Maryland
$1M +$29.1K +1,150 +3%
GRP
49
Global Retirement Partners
California
$993K -$283K -11,185 -23%
SWP
50
Summit Wealth Partners
Florida
$926K -$46.5K -1,837 -5%

TPYP Hedge Fund Activity: Q4 2023 in Review

103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2023, worth a combined $392M — up 17% from $336M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TPYP positions and 4 closed out — a net gain of 11 holders — while 26 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.38M.

  • 103 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $392M of Tortoise North American Pipeline ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 15 funds opened new Tortoise North American Pipeline ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.1M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2023.