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Tortoise North American Pipeline ETF

71 hedge funds and large institutions have $341M invested in Tortoise North American Pipeline ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $293M → $341M (+$48M)

11% more funds holding

Funds holding: 6471 (+7)

0.16% more ownership

Funds ownership: 68.54%68.71% (+0.16%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
10
Increased
35
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1
RGT Wealth Advisors
Texas
$59.9M -$2.37M -107,734 -4%
BB
2
Busey Bank
Illinois
$47M +$889K +40,366 +2%
ABTD
3
Arvest Bank Trust Division
Oklahoma
$37.9M +$1.29M +58,771 +4%
Morgan Stanley
4
Morgan Stanley
New York
$34.6M +$10.8M +491,048 +47%
FM
5
Foster & Motley
Ohio
$16.3M +$311K +14,128 +2%
MFG
6
Magnus Financial Group
New York
$13.1M +$238K +10,803 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.3M +$877K +39,840 +8%
AP
8
Atwood & Palmer
Missouri
$12M +$260K +11,818 +2%
Bank of America
9
Bank of America
North Carolina
$11.9M +$1.16M +52,503 +11%
UCFA
10
United Capital Financial Advisors
Texas
$6.31M +$2.74M +124,591 +80%
CCT
11
Country Club Trust
Missouri
$6.2M +$142K +6,453 +2%
HSA
12
HBK Sorce Advisory
Pennsylvania
$5.96M -$2.47M -112,301 -30%
OA
13
Oxbow Advisors
Texas
$5.72M +$357K +16,211 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.2M +$1.06M +48,288 +26%
Mariner
15
Mariner
Kansas
$5.15M -$383K -17,376 -7%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$4.54M +$224K +10,148 +5%
TSWM
17
Triangle Securities Wealth Management
North Carolina
$4.54M +$182K +8,272 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.13M +$224K +10,184 +6%
AC
19
Avestar Capital
New York
$4M +$60.5K +2,746 +2%
IWP
20
Icon Wealth Partners
Texas
$3.94M +$115K +5,230 +3%
UBS Group
21
UBS Group
Switzerland
$3.56M +$121K +5,504 +4%
FWP
22
FAS Wealth Partners
Kansas
$3.11M +$443K +20,120 +17%
LA
23
LexAurum Advisors
Kansas
$2.94M -$7.09K -322 -0.2%
SHWM
24
Smith & Howard Wealth Management
Georgia
$2.77M -$40.1K -1,822 -1%
UAS
25
United Asset Strategies
New York
$2.21M +$25.2K +1,142 +1%

TPYP Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q2 2021, worth a combined $341M — up 16% from $293M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPYP positions and 3 closed out — a net gain of 7 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was HBK Sorce Advisory, cutting an estimated $2.47M.

  • 71 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q2 2021, up from 64 in Q1 2021.
  • Funds reported $341M of Tortoise North American Pipeline ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 10 funds opened new Tortoise North American Pipeline ETF positions in Q2 2021 and 3 closed out, a net change of +7 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q2 2021 was Morgan Stanley, an estimated $10.8M added.
  • The largest Tortoise North American Pipeline ETF seller in Q2 2021 was HBK Sorce Advisory, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2021.