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Tortoise North American Pipeline ETF

124 hedge funds and large institutions have $535M invested in Tortoise North American Pipeline ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.61% more ownership

Funds ownership: 72.71%76.32% (+3.6%)

0% more capital invested

Capital invested by funds: $532M → $535M (+$2.64M)

3% less funds holding

Funds holding: 128124 (-4)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
14
Increased
35
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$112K -$6.08K -172 -5%
EWM
102
Evermay Wealth Management
Virginia
$111K
CTC
103
Central Trust Company
Missouri
$103K
VNA
104
Valley National Advisers
Pennsylvania
$88K
FHA
105
Flagship Harbor Advisors
Massachusetts
$52.9K +$53K +1,500 New
KAS
106
Kestra Advisory Services
Texas
$45.6K +$45.7K +1,293 New
PGAM
107
Princeton Global Asset Management
New Jersey
$35.5K
FFA
108
Farther Finance Advisors
California
$32.9K
S
109
SignatureFD
Georgia
$25.2K +$1.2K +34 +5%
SIS
110
Strategic Investment Solutions
Illinois
$24.9K
CFD
111
Creative Financial Designs
Indiana
$22.2K
PB
112
Prosperity Bancshares
Texas
$21.2K +$21.2K +600 New
CA
113
Crewe Advisors
Utah
$19.8K
SL
114
Salomon & Ludwin
Virginia
$17.7K
JP Morgan Chase
115
JP Morgan Chase
New York
$17.6K -$14.6K -414 -45%
WIM
116
Westside Investment Management
California
$9.85K
BAM
117
Bellevue Asset Management
Washington
$8.7K
CCM
118
Chilton Capital Management
Texas
$8.47K
AA
119
Ancora Advisors
Ohio
$7.27K -$8.16K -231 -53%
CI
120
CX Institutional
Indiana
$7K
RFP
121
Root Financial Partners
California
$6.42K -$71 -2 -1%
CT
122
Caldwell Trust
Florida
$3.95K
FIA
123
FNY Investment Advisers
New York
$1K +$1.77K +50 New
TFA
124
Transamerica Financial Advisors
Florida
$314
VV
125
Verity & Verity
South Carolina
-$1.72M -47,176 Closed