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Tortoise North American Pipeline ETF

79 hedge funds and large institutions have $322M invested in Tortoise North American Pipeline ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7379 (+6)

7% more capital invested

Capital invested by funds: $301M → $322M (+$21.2M)

0.46% more ownership

Funds ownership: 73.01%73.47% (+0.46%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
29
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BB
1
Busey Bank
Illinois
$46.7M -$338K -14,919 -0.7%
AT
2
Arvest Trust
Oklahoma
$41M +$41.8M +1,842,931 New
TIA
3
Traphagen Investment Advisors
New Jersey
$38.7M -$2.96M -130,466 -7%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.4M +$17.7M +781,161 New
FM
5
Foster & Motley
Ohio
$14.1M -$646K -28,461 -4%
MFG
6
Magnus Financial Group
New York
$13.9M +$232K +10,222 +2%
Morgan Stanley
7
Morgan Stanley
New York
$13.6M +$297K +13,078 +2%
AP
8
Atwood & Palmer
Missouri
$12.8M +$731K +32,203 +6%
Bank of America
9
Bank of America
North Carolina
$12.4M +$274K +12,093 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.8M -$998K -43,993 -8%
UCFA
11
United Capital Financial Advisors
Texas
$6.41M +$175K +7,704 +3%
CCT
12
Country Club Trust
Missouri
$6.26M +$157K +6,941 +3%
OA
13
Oxbow Advisors
Texas
$5.88M -$20.6K -908 -0.3%
HSA
14
HBK Sorce Advisory
Pennsylvania
$5.63M -$103K -4,523 -2%
UBS Group
15
UBS Group
Switzerland
$5.45M +$1.87M +82,304 +50%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$5.39M +$403K +17,744 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.13M -$684K -30,155 -12%
Mariner
18
Mariner
Kansas
$5.07M
TSWM
19
Triangle Securities Wealth Management
North Carolina
$4.64M +$42.1K +1,856 +0.9%
IWP
20
Icon Wealth Partners
Texas
$4.16M +$309K +13,609 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.11M +$3.11K +137 +0.1%
LA
22
LexAurum Advisors
Kansas
$3.49M +$519K +22,854 +17%
FWP
23
FAS Wealth Partners
Kansas
$3.13M -$5.67K -250 -0.2%
RWA
24
RGT Wealth Advisors
Texas
$3.13M -$3.26M -143,606 -51%
SHWM
25
Smith & Howard Wealth Management
Georgia
$3.09M +$161K +7,096 +5%

TPYP Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2021, worth a combined $322M — up 7% from $301M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TPYP positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $1.87M. The largest seller was RGT Wealth Advisors, cutting an estimated $3.26M.

  • 79 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $322M of Tortoise North American Pipeline ETF stock for Q4 2021, up 7% quarter-over-quarter.
  • 14 funds opened new Tortoise North American Pipeline ETF positions in Q4 2021 and 7 closed out, a net change of +7 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2021 was UBS Group, an estimated $1.87M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2021 was RGT Wealth Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2021.