Tortoise North American Pipeline ETF
TPYP
72 hedge funds and large institutions have $346M invested in Tortoise North American Pipeline ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 7 closing their positions.
278% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 9
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
46% more capital invested
Capital invested by funds: $236M → $346M (+$109M)
26% more funds holding
Funds holding: 57 → 72 (+15)
2.54% more ownership
Funds ownership: 68.74% → 71.28% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ABTD
Arvest Bank Trust Division
Dewey,
Oklahoma
|
+$25M |
| 2 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$19.6M |
| 3 |
Morgan Stanley
New York
|
+$10.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.5M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Klingman & Associates
New York
|
-$5.67M |
| 2 |
NCM
Next Capital Management
New York
|
-$2.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.54M |
| 4 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
-$895K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$766K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWA
76
KCS Wealth Advisory
Los Angeles,
California
| – | -$213K | -9,089 | Closed |
|
|
CCM
77
Chilton Capital Management
Houston,
Texas
| – | -$206K | -8,804 | Closed |
|
78
US Bancorp
Minneapolis,
Minnesota
| – | -$24K | -1,033 | Closed |
|
|
APA
79
American Portfolios Advisors
Holbrook,
New York
| – | -$3.13K | -134 | Closed |
|
TPYP Hedge Fund Activity: Q4 2019 in Review
72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2019, worth a combined $346M — up 46% from $236M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new TPYP positions and 7 closed out — a net gain of 16 holders — while 34 added to existing stakes and 9 trimmed.
The largest buyer was Arvest Bank Trust Division, opening a new position worth an estimated $25M. The largest seller was Klingman & Associates, cutting an estimated $5.67M.
- 72 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2019, up from 57 in Q3 2019.
- Funds reported $346M of Tortoise North American Pipeline ETF stock for Q4 2019, up 46% quarter-over-quarter.
- 23 funds opened new Tortoise North American Pipeline ETF positions in Q4 2019 and 7 closed out, a net change of +16 holders.
- The largest Tortoise North American Pipeline ETF buyer in Q4 2019 was Arvest Bank Trust Division, an estimated $25M added.
- The largest Tortoise North American Pipeline ETF seller in Q4 2019 was Klingman & Associates, an estimated $5.67M sold.
Based on aggregated 13F filings for Q4 2019.