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Tortoise North American Pipeline ETF

103 hedge funds and large institutions have $392M invested in Tortoise North American Pipeline ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $336M → $392M (+$55.9M)

11% more funds holding

Funds holding: 93103 (+10)

3.23% more ownership

Funds ownership: 70.13%73.36% (+3.2%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

37% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 41

Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
15
Increased
26
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$838K -$373K -14,757 -31%
CAL
52
Capital Advisors Ltd
Ohio
$800K +$25.3K +1,000 +3%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$699K +$7.84K +310 +1%
WB
54
WesBanco Bank
West Virginia
$669K -$6.33K -250 -1%
OS
55
Objectivity Squared
South Carolina
$596K +$581K +22,967 New
Creative Planning
56
Creative Planning
Kansas
$592K +$42.7K +1,687 +8%
IA
57
IFP Advisors
Florida
$525K +$21.7K +859 +4%
AWS
58
Atria Wealth Solutions
New York
$491K
IPAM
59
Investment Partners Asset Management
New Jersey
$463K +$452K +17,843 New
WA
60
WealthTrust Axiom
Pennsylvania
$442K +$12.7K +500 +3%
DI
61
DFPG Investments
Utah
$432K +$68.9K +2,721 +20%
SCA
62
Stokes Capital Advisors
South Carolina
$414K -$164K -6,483 -29%
Jane Street
63
Jane Street
New York
$344K +$336K +13,275 New
LEFP
64
Leading Edge Financial Planning
Tennessee
$338K +$3.34K +132 +1%
FW
65
FirstPurpose Wealth
Utah
$302K +$64.8K +2,562 +28%
CAN
66
Cetera Advisor Networks
California
$266K -$48.3K -1,909 -16%
HFS
67
Howard Financial Services
Texas
$262K -$141K -5,567 -35%
RJA
68
Raymond James & Associates
Florida
$262K -$239K -9,459 -48%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$261K
PPP
70
Private Portfolio Partners
New Jersey
$250K -$2.18K -86 -0.9%
UAS
71
United Asset Strategies
New York
$229K +$223K +8,820 New
SWA
72
Strategies Wealth Advisors
Michigan
$225K
Baird Financial Group
73
Baird Financial Group
Wisconsin
$216K
WI
74
WBI Investments
New Jersey
$208K -$8.1K -320 -4%
UB
75
UMB Bank
Missouri
$171K

TPYP Hedge Fund Activity: Q4 2023 in Review

103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2023, worth a combined $392M — up 17% from $336M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TPYP positions and 4 closed out — a net gain of 11 holders — while 26 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.38M.

  • 103 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $392M of Tortoise North American Pipeline ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 15 funds opened new Tortoise North American Pipeline ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.1M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2023.