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Tortoise North American Pipeline ETF

25 hedge funds and large institutions have $79.2M invested in Tortoise North American Pipeline ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

114% more capital invested

Capital invested by funds: $36.9M → $79.2M (+$42.3M)

39% more funds holding

Funds holding: 1825 (+7)

10.85% more ownership

Funds ownership: 56.29%67.13% (+11%)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
11
Increased
13
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Callan Capital
California
$12.7M +$12.5M +543,015 New
BCA
2
Berman Capital Advisors
Georgia
$8.09M +$7.97M +346,292 New
Bank of America
3
Bank of America
North Carolina
$7.88M +$1.68M +72,912 +28%
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$7.64M +$428K +18,571 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.01M +$217K +9,435 +3%
PAG
6
Pinnacle Advisory Group
Maryland
$6.47M +$11.1K +484 +0.2%
UAS
7
United Asset Strategies
New York
$3.73M +$3.68M +159,660 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.57M +$522K +22,670 +17%
Mariner
9
Mariner
Kansas
$3.56M +$483K +20,955 +16%
Morgan Stanley
10
Morgan Stanley
New York
$3.21M +$3.16M +137,247 New
TCA
11
Tortoise Capital Advisors
Kansas
$2.97M +$2.93M +127,299 New
MFP
12
Mosaic Financial Partners
California
$2.09M +$1.53M +66,453 +287%
VWM
13
Venturi Wealth Management
Texas
$1.8M +$1.78M +77,100 New
BL
14
BCWM LLC
Kansas
$1.77M +$1.74M +75,737 New
SCA
15
Stokes Capital Advisors
South Carolina
$1.45M +$1.43M +62,261 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.11M +$722K +31,367 +193%
GWM
17
Geneos Wealth Management
Colorado
$933K +$12.5K +541 +1%
VF
18
Virtu Financial
New York
$810K +$83.4K +3,620 +12%
Citadel Advisors
19
Citadel Advisors
Florida
$658K +$153K +6,659 +31%
SF
20
Synovus Financial
Georgia
$495K +$490K +21,260 New
LPL Financial
21
LPL Financial
California
$388K +$185K +8,020 +93%
RJA
22
Raymond James & Associates
Florida
$362K -$1.47K -64 -0.4%
CHA
23
Cedar Hill Associates
Illinois
$287K +$283K +12,275 New
JIR
24
James Investment Research
Ohio
$158K +$156K +6,755 New
TFA
25
Transamerica Financial Advisors
Florida
$70K +$10K +436 +17%

TPYP Hedge Fund Activity: Q4 2017 in Review

25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2017, worth a combined $79.2M — up 114% from $36.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TPYP positions and 4 closed out — a net gain of 7 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was Callan Capital, opening a new position worth an estimated $12.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $261K sold.

  • 25 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $79.2M of Tortoise North American Pipeline ETF stock for Q4 2017, up 114% quarter-over-quarter.
  • 11 funds opened new Tortoise North American Pipeline ETF positions in Q4 2017 and 4 closed out, a net change of +7 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2017 was Callan Capital, an estimated $12.5M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2017 was Susquehanna International Group, an estimated $261K sold.

Based on aggregated 13F filings for Q4 2017.