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Tortoise North American Pipeline ETF

100 hedge funds and large institutions have $364M invested in Tortoise North American Pipeline ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

1.32% more ownership

Funds ownership: 73.36%74.68% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less funds holding

Funds holding: 103100 (-3)

7% less capital invested

Capital invested by funds: $392M → $364M (-$27.8M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.44%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
40
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$867K -$34.5K -1,306 -4%
Truist Financial
52
Truist Financial
North Carolina
$830K -$371K -14,054 -32%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$739K -$14.1K -533 -2%
WB
54
WesBanco Bank
West Virginia
$722K +$1.32K +50 +0.2%
OS
55
Objectivity Squared
South Carolina
$641K +$8.81K +334 +1%
IA
56
IFP Advisors
Florida
$636K +$66.3K +2,513 +12%
Creative Planning
57
Creative Planning
Kansas
$614K -$23.1K -877 -4%
DAS
58
Diversify Advisory Services
Utah
$537K +$510K +19,311 New
IPAM
59
Investment Partners Asset Management
New Jersey
$499K
AWS
60
Atria Wealth Solutions
New York
$492K -$29K -1,100 -6%
WA
61
WealthTrust Axiom
Pennsylvania
$462K -$13.2K -500 -3%
SCA
62
Stokes Capital Advisors
South Carolina
$460K +$13.1K +495 +3%
GS
63
GTS Securities
New York
$445K +$420K +15,922 New
FW
64
FirstPurpose Wealth
Utah
$360K +$37.5K +1,420 +12%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$356K +$336K +12,749 New
HFS
66
Howard Financial Services
Texas
$328K +$42.5K +1,612 +16%
LEFP
67
Leading Edge Financial Planning
Tennessee
$288K -$72.5K -2,747 -21%
RJA
68
Raymond James & Associates
Florida
$285K +$2.64K +100 +1%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$281K
FTUS
70
Flow Traders U.S.
New York
$276K +$260K +9,859 New
PPP
71
Private Portfolio Partners
New Jersey
$272K +$2.48K +94 +1%
SWA
72
Strategies Wealth Advisors
Michigan
$249K +$5.41K +205 +2%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$233K
CAN
74
Cetera Advisor Networks
California
$218K -$64.8K -2,456 -24%
UB
75
UMB Bank
Missouri
$184K

TPYP Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2024, worth a combined $364M — down 7.1% from $392M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TPYP and 9 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 40 added.

The largest buyer was Arvest Trust, adding an estimated $1.52M. The largest seller was Morgan Stanley, cutting an estimated $20.6M.

  • 100 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2024, down from 103 in Q4 2023.
  • Funds reported $364M of Tortoise North American Pipeline ETF stock for Q1 2024, down 7.1% quarter-over-quarter.
  • 9 funds opened new Tortoise North American Pipeline ETF positions in Q1 2024 and 10 closed out, a net change of -1 holder.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2024 was Arvest Trust, an estimated $1.52M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2024 was Morgan Stanley, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2024.