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Tortoise North American Pipeline ETF

96 hedge funds and large institutions have $379M invested in Tortoise North American Pipeline ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

6.36% more ownership

Funds ownership: 67.79%74.16% (+6.4%)

3% less capital invested

Capital invested by funds: $390M → $379M (-$11.5M)

2% less funds holding

Funds holding: 9896 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
8
Increased
41
Reduced
30
Closed
9
Calls
$581K
Puts
Net Calls
+$581K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$696K -$218K -8,734 -23%
UAS
52
United Asset Strategies
New York
$667K +$29.4K +1,180 +4%
CAN
53
Cetera Advisor Networks
California
$652K -$119K -4,787 -15%
WB
54
WesBanco Bank
West Virginia
$618K -$12.5K -500 -2%
Creative Planning
55
Creative Planning
Kansas
$547K +$218K +8,764 +64%
WA
56
WealthTrust Axiom
Pennsylvania
$504K -$18.7K -750 -3%
PFBT
57
Parkside Financial Bank & Trust
Missouri
$491K -$376K -15,085 -43%
HFS
58
Howard Financial Services
Texas
$461K +$2.17K +87 +0.5%
JP Morgan Chase
59
JP Morgan Chase
New York
$439K -$1.36M -54,731 -75%
AWS
60
Atria Wealth Solutions
New York
$418K +$428K +17,200 New
BAM
61
Belpointe Asset Management
Nevada
$378K +$45.1K +1,810 +13%
AT
62
American Trust
Kentucky
$373K +$32.3K +1,297 +9%
LEFP
63
Leading Edge Financial Planning
Tennessee
$370K +$1.12K +45 +0.3%
IA
64
IFP Advisors
Florida
$333K +$76.6K +3,077 +27%
FIM
65
Freedom Investment Management
Connecticut
$298K -$31.7K -1,271 -9%
FA
66
FDx Advisors
Illinois
$256K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$240K +$246K +9,880 New
PPP
68
Private Portfolio Partners
New Jersey
$238K -$11.2K -449 -4%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$224K
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$207K -$33.4K -1,340 -14%
SWA
71
Strategies Wealth Advisors
Michigan
$206K +$2.89K +116 +1%
Wells Fargo
72
Wells Fargo
California
$182K -$445K -17,872 -70%
UB
73
UMB Bank
Missouri
$160K
AF
74
Allworth Financial
California
$160K
Deutsche Bank
75
Deutsche Bank
Germany
$113K

TPYP Hedge Fund Activity: Q1 2023 in Review

96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2023, worth a combined $379M — down 2.9% from $390M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TPYP and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 41 added.

The largest buyer was Bank of America, adding an estimated $4M. The largest seller was HBK Sorce Advisory, cutting an estimated $3.74M.

  • 96 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $379M of Tortoise North American Pipeline ETF stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 8 funds opened new Tortoise North American Pipeline ETF positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2023 was Bank of America, an estimated $4M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2023.