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Tortoise North American Pipeline ETF

73 hedge funds and large institutions have $301M invested in Tortoise North American Pipeline ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.3% more ownership

Funds ownership: 68.71%73.01% (+4.3%)

3% more funds holding

Funds holding: 7173 (+2)

12% less capital invested

Capital invested by funds: $341M → $301M (-$39.9M)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
40
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Next Capital Management
New York
$299K
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$298K -$45.2K -2,068 -13%
IA
53
IFP Advisors
Florida
$248K +$41.7K +1,906 +20%
FA
54
FDx Advisors
Illinois
$217K +$2.91K +133 +1%
DADC
55
D.A. Davidson & Co
Montana
$202K
BCM
56
Blume Capital Management
California
$97K
Osaic Holdings
57
Osaic Holdings
Arizona
$63K -$56.5K -2,583 -47%
HI
58
Harbour Investments
Wisconsin
$53K +$26.2K +1,200 +96%
SPIA
59
Steward Partners Investment Advisory
New York
$52K +$52K +2,380 New
VNA
60
Valley National Advisers
Pennsylvania
$33K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$31K +$28.1K +1,287 +926%
TFA
62
Transamerica Financial Advisors
Florida
$27K +$26.2K +1,198 New
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$175 +8 +1%
SIC
64
Salem Investment Counselors
North Carolina
$15K +$14.8K +679 New
Barclays
65
Barclays
United Kingdom
$8K +$5.92K +271 +238%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$6K +$6.82K +312 New
AWM
67
Accel Wealth Management
Iowa
$5K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$4K
Bessemer Group
69
Bessemer Group
New Jersey
$4K +$4.24K +194 New
BFG
70
Baron Financial Group
New Jersey
$1.59K
CCM
71
Covington Capital Management
California
$1K +$546 +25 +69%
WIM
72
Westside Investment Management
California
$6
AC
73
Avestar Capital
New York
-$4M -177,571 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$795K -35,266 Closed
WAP
75
Wealthcare Advisory Partners
Pennsylvania
-$581K -25,805 Closed

TPYP Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2021, worth a combined $301M — down 12% from $341M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPYP positions and 4 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $40.9M. The largest seller was RGT Wealth Advisors, cutting an estimated $51.9M.

  • 73 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2021, up from 71 in Q2 2021.
  • Funds reported $301M of Tortoise North American Pipeline ETF stock for Q3 2021, down 12% quarter-over-quarter.
  • 7 funds opened new Tortoise North American Pipeline ETF positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2021 was Traphagen Investment Advisors, an estimated $40.9M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2021 was RGT Wealth Advisors, an estimated $51.9M sold.

Based on aggregated 13F filings for Q3 2021.