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Tortoise North American Pipeline ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5772 (+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: 77 (0)

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
23
Increased
34
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.7M +$10.2M +447,268 +27%
BFPW
2
BOK Financial Private Wealth
Colorado
$28.2M -$623K -27,442 -2%
TIA
3
Traphagen Investment Advisors
New Jersey
$26.2M +$723K +31,834 +3%
ABTD
4
Arvest Bank Trust Division
Oklahoma
$25.8M +$25M +1,099,203 New
KA
5
Klingman & Associates
New York
$25.3M -$5.67M -249,578 -19%
OFG
6
Oxford Financial Group
Indiana
$20.3M +$19.6M +862,498 New
Bank of America
7
Bank of America
North Carolina
$19M +$8.5M +374,087 +87%
BCA
8
Berman Capital Advisors
Georgia
$12.6M +$378K +16,632 +3%
HFS
9
Howard Financial Services
Texas
$11.1M +$287K +12,630 +3%
EK
10
Evensky & Katz
Florida
$10.3M -$169K -7,454 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.77M +$323K +14,217 +4%
WP
12
WealthPLAN Partners
Nebraska
$7.67M +$7.49M +329,503 New
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$7.37M +$206K +9,067 +3%
SHWM
14
Smith & Howard Wealth Management
Georgia
$7.13M +$5.53M +243,646 +407%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.69M -$649K -28,581 -9%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$6.16M +$5.54M +243,695 +1,312%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.11M +$5.9M +259,927 New
Mariner
18
Mariner
Kansas
$6.03M +$1.91M +84,063 +49%
TSWM
19
Triangle Securities Wealth Management
North Carolina
$5.7M +$169K +7,447 +3%
CCT
20
Country Club Trust
Missouri
$5.18M +$185K +8,136 +4%
RWA
21
Redhawk Wealth Advisors
Minnesota
$4.83M +$4.67M +205,581 New
IWP
22
Icon Wealth Partners
Texas
$4.54M +$4.15M +182,874 +1,813%
UAS
23
United Asset Strategies
New York
$4.31M +$339K +14,935 +9%
AWM
24
Argent Wealth Management
Massachusetts
$3.91M +$3.78M +166,195 New
SQA
25
Simon Quick Advisors
New Jersey
$2.15M +$2.08M +91,373 New

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.