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Tortoise North American Pipeline ETF

83 hedge funds and large institutions have $405M invested in Tortoise North American Pipeline ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $322M → $405M (+$83.1M)

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

5% more funds holding

Funds holding: 7983 (+4)

2.79% more ownership

Funds ownership: 73.47%76.26% (+2.8%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
32
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
51
RGT Wealth Advisors
Texas
$704K -$2.79M -114,073 -81%
WB
52
WesBanco Bank
West Virginia
$698K +$6.11K +250 +1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$622K +$573K +23,463 New
HFS
54
Howard Financial Services
Texas
$621K -$78.1K -3,199 -12%
AT
55
American Trust
Kentucky
$512K +$472K +19,329 New
DIA
56
Dana Investment Advisors
Wisconsin
$474K +$53.1K +2,173 +14%
Creative Planning
57
Creative Planning
Kansas
$438K -$33.5K -1,372 -8%
PPP
58
Private Portfolio Partners
New Jersey
$402K +$2.98K +122 +0.8%
SWM
59
Segment Wealth Management
Texas
$391K
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$350K +$952 +39 +0.3%
FA
61
FDx Advisors
Illinois
$269K -$169K -6,924 -41%
IA
62
IFP Advisors
Florida
$261K -$391 -16 -0.1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$220K +$203K +8,302 New
AC
64
Avestar Capital
New York
$201K +$186K +7,598 New
UB
65
UMB Bank
Missouri
$174K
BAM
66
Belpointe Asset Management
Nevada
$149K +$24.3K +994 +21%
BCM
67
Blume Capital Management
California
$118K
VNA
68
Valley National Advisers
Pennsylvania
$66K
SPIA
69
Steward Partners Investment Advisory
New York
$63K
Osaic Holdings
70
Osaic Holdings
Arizona
$52K +$26.5K +1,086 +123%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$38K
TFA
72
Transamerica Financial Advisors
Florida
$24K -$8.04K -329 -27%
CWP
73
Concord Wealth Partners
Virginia
$18K +$6.42K +263 +66%
CFD
74
Creative Financial Designs
Indiana
$17K
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$8K

TPYP Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2022, worth a combined $405M — up 26% from $322M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPYP positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.6M. The largest seller was Traphagen Investment Advisors, cutting an estimated $5.14M.

  • 83 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2022, up from 79 in Q4 2021.
  • Funds reported $405M of Tortoise North American Pipeline ETF stock for Q1 2022, up 26% quarter-over-quarter.
  • 12 funds opened new Tortoise North American Pipeline ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $7.6M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2022 was Traphagen Investment Advisors, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2022.