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Tortoise North American Pipeline ETF

71 hedge funds and large institutions have $341M invested in Tortoise North American Pipeline ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $293M → $341M (+$48M)

11% more funds holding

Funds holding: 6471 (+7)

0.16% more ownership

Funds ownership: 68.54%68.71% (+0.16%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
10
Increased
35
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Next Capital Management
New York
$309K
Creative Planning
52
Creative Planning
Kansas
$297K -$7.49K -340 -3%
FA
53
FDx Advisors
Illinois
$222K +$217K +9,843 New
IA
54
IFP Advisors
Florida
$214K +$11.1K +506 +6%
DADC
55
D.A. Davidson & Co
Montana
$208K +$204K +9,250 New
TIA
56
Traphagen Investment Advisors
New Jersey
$207K +$13.2K +600 New
Wells Fargo
57
Wells Fargo
California
$175K +$5.59K +254 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$123K +$6.96K +316 +6%
BCM
59
Blume Capital Management
California
$100K +$97.7K +4,437 New
VNA
60
Valley National Advisers
Pennsylvania
$34K
HI
61
Harbour Investments
Wisconsin
$28K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$154 +7 +0.9%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$16K
AWM
64
Accel Wealth Management
Iowa
$5K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5K +$4.38K +199 +19,900%
Barclays
66
Barclays
United Kingdom
$3K +$2.51K +114 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$3K +$3.06K +139 New
CFD
68
Creative Financial Designs
Indiana
$2K +$1.63K +74 New
BFG
69
Baron Financial Group
New Jersey
$1.65K
CCM
70
Covington Capital Management
California
$1K +$793 +36 New
WIM
71
Westside Investment Management
California
$6
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$586K -28,917 Closed
SPIA
73
Steward Partners Investment Advisory
New York
-$132K -6,500 Closed
QCG
74
Quadrant Capital Group
Ohio
-$48K -2,359 Closed

TPYP Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q2 2021, worth a combined $341M — up 16% from $293M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPYP positions and 3 closed out — a net gain of 7 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was HBK Sorce Advisory, cutting an estimated $2.47M.

  • 71 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q2 2021, up from 64 in Q1 2021.
  • Funds reported $341M of Tortoise North American Pipeline ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 10 funds opened new Tortoise North American Pipeline ETF positions in Q2 2021 and 3 closed out, a net change of +7 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q2 2021 was Morgan Stanley, an estimated $10.8M added.
  • The largest Tortoise North American Pipeline ETF seller in Q2 2021 was HBK Sorce Advisory, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2021.