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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
AF
76
Allworth Financial
California
$155K
EWM
77
Evermay Wealth Management
Virginia
$113K
BBHC
78
Brown Brothers Harriman & Co
New York
$111K -$4.38K -173 -4%
BCM
79
Blume Capital Management
California
$102K
Citigroup
80
Citigroup
New York
$94.1K
SPIA
81
Steward Partners Investment Advisory
New York
$75.9K -$23.7K -937 -24%
VNA
82
Valley National Advisers
Pennsylvania
$64K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$60.3K
KHC
84
Koesten Hirschmann & Crabtree
Kansas
$49.5K
JP Morgan Chase
85
JP Morgan Chase
New York
$36.7K +$12.2K +482 +52%
PS
86
Principal Securities
Iowa
$33.3K +$32.4K +1,282 New
Osaic Holdings
87
Osaic Holdings
Arizona
$27.4K -$35.2K -1,390 -57%
CFD
88
Creative Financial Designs
Indiana
$16.3K
CTC
89
Central Trust Company
Missouri
$15.6K
HNB
90
Huntington National Bank
Ohio
$13K
SL
91
Salomon & Ludwin
Virginia
$12.2K
CWP
92
Concord Wealth Partners
Virginia
$10.9K
Comerica Bank
93
Comerica Bank
Texas
$7.68K -$202 -8 -3%
WIM
94
Westside Investment Management
California
$7.24K
BWM
95
BKM Wealth Management
Wisconsin
$6.36K +$6.2K +245 New
CAS
96
Coppell Advisory Solutions
Texas
$5.19K +$5.06K +200 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$5.16K +$25 +1 +0.5%
LA
98
LM Advisors
California
$3.92K +$3.82K +151 New
FHA
99
First Horizon Advisors
Tennessee
$3.66K +$101 +4 +3%
TAM
100
Tucker Asset Management
Colorado
$3.32K +$76 +3 +2%

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.