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Tortoise North American Pipeline ETF

79 hedge funds and large institutions have $322M invested in Tortoise North American Pipeline ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7379 (+6)

7% more capital invested

Capital invested by funds: $301M → $322M (+$21.2M)

0.46% more ownership

Funds ownership: 73.01%73.47% (+0.46%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
29
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPP
51
Private Portfolio Partners
New Jersey
$335K -$6.15K -271 -2%
SWM
52
Segment Wealth Management
Texas
$328K
NCM
53
Next Capital Management
New York
$305K
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$293K -$11.8K -521 -4%
IA
55
IFP Advisors
Florida
$254K
CAI
56
Capital Advisors Inc
Oklahoma
$222K +$227K +10,004 New
UB
57
UMB Bank
Missouri
$146K +$149K +6,575 New
BAM
58
Belpointe Asset Management
Nevada
$103K +$105K +4,648 New
CCM
59
Chilton Capital Management
Texas
$101K +$103K +4,539 New
BCM
60
Blume Capital Management
California
$99K
VNA
61
Valley National Advisers
Pennsylvania
$56K +$22.9K +1,010 +68%
SPIA
62
Steward Partners Investment Advisory
New York
$53K
SCA
63
Snowden Capital Advisors
New York
$38K +$39.6K +1,744 New
SFM
64
Signet Financial Management
New Jersey
$33K +$34K +1,500 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$32K
TFA
66
Transamerica Financial Advisors
Florida
$28K +$749 +33 +3%
Osaic Holdings
67
Osaic Holdings
Arizona
$20K -$45K -1,983 -69%
CFD
68
Creative Financial Designs
Indiana
$14K +$14.3K +630 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$5.67K -250 -30%
CWP
70
Concord Wealth Partners
Virginia
$9K +$9.05K +399 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$6K
AWM
72
Accel Wealth Management
Iowa
$5K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$4K
Bessemer Group
74
Bessemer Group
New Jersey
$4K +$454 +20 +10%
SIC
75
Salem Investment Counselors
North Carolina
$2K -$13.7K -604 -89%

TPYP Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2021, worth a combined $322M — up 7% from $301M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TPYP positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $1.87M. The largest seller was RGT Wealth Advisors, cutting an estimated $3.26M.

  • 79 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $322M of Tortoise North American Pipeline ETF stock for Q4 2021, up 7% quarter-over-quarter.
  • 14 funds opened new Tortoise North American Pipeline ETF positions in Q4 2021 and 7 closed out, a net change of +7 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2021 was UBS Group, an estimated $1.87M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2021 was RGT Wealth Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2021.