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Tortoise North American Pipeline ETF

64 hedge funds and large institutions have $293M invested in Tortoise North American Pipeline ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $210M → $293M (+$82.8M)

11.51% more ownership

Funds ownership: 57.03%68.54% (+12%)

7% more funds holding

Funds holding: 6064 (+4)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
30
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1
RGT Wealth Advisors
Texas
$56.1M -$2.08M -107,872 -4%
BB
2
Busey Bank
Illinois
$41.5M +$39.4M +2,046,847 New
ABTD
3
Arvest Bank Trust Division
Oklahoma
$32.9M +$192K +9,974 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$21.2M -$818K -42,482 -4%
FM
5
Foster & Motley
Ohio
$14.3M +$716K +37,178 +6%
MFG
6
Magnus Financial Group
New York
$11.5M +$1.01M +52,685 +10%
AP
7
Atwood & Palmer
Missouri
$10.6M +$103K +5,333 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$10.3M -$308K -16,018 -3%
Bank of America
9
Bank of America
North Carolina
$9.64M +$105K +5,446 +1%
HSA
10
HBK Sorce Advisory
Pennsylvania
$7.64M -$1.47M -76,344 -17%
CCT
11
Country Club Trust
Missouri
$5.47M +$30.6K +1,588 +0.6%
Mariner
12
Mariner
Kansas
$4.98M -$336K -17,469 -7%
OA
13
Oxbow Advisors
Texas
$4.82M +$1.37M +70,990 +43%
TSWM
14
Triangle Securities Wealth Management
North Carolina
$3.91M +$118K +6,142 +3%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$3.88M +$71.8K +3,729 +2%
AC
16
Avestar Capital
New York
$3.73M +$3.09M +160,284 +1,102%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.7M +$97.4K +5,058 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.51M +$1.02M +52,767 +44%
IWP
19
Icon Wealth Partners
Texas
$3.44M +$68.3K +3,550 +2%
UCFA
20
United Capital Financial Advisors
Texas
$3.15M -$1.98M -102,608 -40%
UBS Group
21
UBS Group
Switzerland
$3.09M +$577K +29,959 +24%
Citadel Advisors
22
Citadel Advisors
Florida
$2.66M +$1.44M +74,733 +132%
LA
23
LexAurum Advisors
Kansas
$2.65M +$9.84K +511 +0.4%
SHWM
24
Smith & Howard Wealth Management
Georgia
$2.52M -$116K -6,007 -5%
FWP
25
FAS Wealth Partners
Kansas
$2.39M +$79.7K +4,140 +4%

TPYP Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2021, worth a combined $293M — up 39% from $210M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TPYP positions and 5 closed out — a net gain of 4 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Busey Bank, opening a new position worth an estimated $39.4M. The largest seller was RGT Wealth Advisors, cutting an estimated $2.08M.

  • 64 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2021, up from 60 in Q4 2020.
  • Funds reported $293M of Tortoise North American Pipeline ETF stock for Q1 2021, up 39% quarter-over-quarter.
  • 9 funds opened new Tortoise North American Pipeline ETF positions in Q1 2021 and 5 closed out, a net change of +4 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2021 was Busey Bank, an estimated $39.4M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2021 was RGT Wealth Advisors, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2021.