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Tortoise North American Pipeline ETF

18 hedge funds and large institutions have $36.9M invested in Tortoise North American Pipeline ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

39% more capital invested

Capital invested by funds: $26.6M → $36.9M (+$10.3M)

38% more funds holding

Funds holding: 1318 (+5)

20.65% more ownership

Funds ownership: 35.64%56.29% (+21%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
7
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
1
Edmonds Duncan Registered Investment Advisors
Kansas
$7.14M +$7.25M +308,381 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.83M +$151K +6,422 +2%
PAG
3
Pinnacle Advisory Group
Maryland
$6.5M +$221K +9,391 +4%
Bank of America
4
Bank of America
North Carolina
$6.22M +$427K +18,142 +7%
Mariner
5
Mariner
Kansas
$3.09M +$18.6K +790 +0.6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.06M +$1.02M +43,408 +50%
GWM
7
Geneos Wealth Management
Colorado
$927K +$42.7K +1,815 +5%
VF
8
Virtu Financial
New York
$730K +$731K +31,057 New
MFP
9
Mosaic Financial Partners
California
$544K +$156K +6,619 +40%
Citadel Advisors
10
Citadel Advisors
Florida
$505K +$506K +21,499 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$382K -$101K -4,311 -21%
RJA
12
Raymond James & Associates
Florida
$366K -$7.67K -326 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$261K -$420K -17,864 -62%
LPL Financial
14
LPL Financial
California
$202K +$202K +8,601 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$80K
TFA
16
Transamerica Financial Advisors
Florida
$60K -$2.21K -94 -4%
UBS Group
17
UBS Group
Switzerland
$45K +$45.2K +1,923 New
CP
18
Corbenic Partners
Pennsylvania
$7K +$6.84K +291 New
AG
19
Advisor Group
Arizona
-$2K -100 Closed

TPYP Hedge Fund Activity: Q3 2017 in Review

18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2017, worth a combined $36.9M — up 39% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TPYP positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Edmonds Duncan Registered Investment Advisors, opening a new position worth an estimated $7.25M. The largest seller was Susquehanna International Group, cutting an estimated $420K.

  • 18 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2017, up from 13 in Q2 2017.
  • Funds reported $36.9M of Tortoise North American Pipeline ETF stock for Q3 2017, up 39% quarter-over-quarter.
  • 6 funds opened new Tortoise North American Pipeline ETF positions in Q3 2017 and 1 closed out, a net change of +5 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2017 was Edmonds Duncan Registered Investment Advisors, an estimated $7.25M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2017 was Susquehanna International Group, an estimated $420K sold.

Based on aggregated 13F filings for Q3 2017.