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Tortoise North American Pipeline ETF

93 hedge funds and large institutions have $336M invested in Tortoise North American Pipeline ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 9193 (+2)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

3% less capital invested

Capital invested by funds: $348M → $336M (-$11.8M)

1.16% less ownership

Funds ownership: 71.29%70.13% (-1.2%)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
1.48%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
31
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$478K -$42.7K -1,701 -8%
IA
52
IFP Advisors
Florida
$474K +$68.2K +2,717 +16%
AWS
53
Atria Wealth Solutions
New York
$457K
WA
54
WealthTrust Axiom
Pennsylvania
$404K
HFS
55
Howard Financial Services
Texas
$383K -$4.01K -160 -1%
DI
56
DFPG Investments
Utah
$338K +$343K +13,687 New
LEFP
57
Leading Edge Financial Planning
Tennessee
$315K +$25 +1 +0%
Wells Fargo
58
Wells Fargo
California
$308K +$17.7K +707 +6%
CAN
59
Cetera Advisor Networks
California
$298K -$143K -5,679 -32%
FIM
60
Freedom Investment Management
Connecticut
$254K -$42.1K -1,678 -14%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$246K +$252K +10,050 New
PPP
62
Private Portfolio Partners
New Jersey
$237K -$2.86K -114 -1%
FW
63
FirstPurpose Wealth
Utah
$222K +$228K +9,091 New
SWA
64
Strategies Wealth Advisors
Michigan
$212K +$2.63K +105 +1%
WI
65
WBI Investments
New Jersey
$204K +$209K +8,328 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$203K
FTUS
67
Flow Traders U.S.
New York
$203K -$890K -35,452 -81%
UB
68
UMB Bank
Missouri
$161K
AF
69
Allworth Financial
California
$146K
BBHC
70
Brown Brothers Harriman & Co
New York
$109K -$8.05K -321 -7%
EWM
71
Evermay Wealth Management
Virginia
$106K
BCM
72
Blume Capital Management
California
$96.4K
SPIA
73
Steward Partners Investment Advisory
New York
$94.4K
Citigroup
74
Citigroup
New York
$88.7K +$91K +3,626 New
VNA
75
Valley National Advisers
Pennsylvania
$61K

TPYP Hedge Fund Activity: Q3 2023 in Review

93 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2023, worth a combined $336M — down 3.4% from $348M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPYP positions and 8 closed out — a net gain of 2 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $1.76M. The largest seller was Cerity Partners, exiting entirely with an estimated $6.4M sold.

  • 93 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2023, up from 91 in Q2 2023.
  • Funds reported $336M of Tortoise North American Pipeline ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 10 funds opened new Tortoise North American Pipeline ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2023 was Bank of America, an estimated $1.76M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2023 was Cerity Partners, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2023.