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Tortoise North American Pipeline ETF

83 hedge funds and large institutions have $405M invested in Tortoise North American Pipeline ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $322M → $405M (+$83.1M)

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

5% more funds holding

Funds holding: 7983 (+4)

2.79% more ownership

Funds ownership: 73.47%76.26% (+2.8%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
32
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arvest Trust
Oklahoma
$53.6M +$4.4M +180,326 +10%
BB
2
Busey Bank
Illinois
$52.6M -$2.83M -116,044 -6%
TIA
3
Traphagen Investment Advisors
New Jersey
$40.6M -$5.14M -210,448 -12%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$28.9M +$7.6M +311,249 +40%
MFG
5
Magnus Financial Group
New York
$17.7M +$958K +39,217 +6%
Bank of America
6
Bank of America
North Carolina
$17.1M +$2.22M +90,840 +16%
Morgan Stanley
7
Morgan Stanley
New York
$16.9M +$679K +27,817 +5%
FM
8
Foster & Motley
Ohio
$16.7M -$194K -7,943 -1%
AP
9
Atwood & Palmer
Missouri
$15.6M +$356K +14,565 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.5M -$391K -16,014 -3%
UCFA
11
United Capital Financial Advisors
Texas
$7.73M +$86.4K +3,537 +1%
CCB
12
Country Club Bank
Missouri
$7.36M +$6.73M +275,562 New
OA
13
Oxbow Advisors
Texas
$7.11M +$94.4K +3,866 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.7M +$542K +22,174 +10%
UBS Group
15
UBS Group
Switzerland
$6.29M -$195K -7,979 -3%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$6.17M +$81.8K +3,350 +1%
Mariner
17
Mariner
Kansas
$6M -$41.6K -1,705 -0.7%
HSA
18
HBK Sorce Advisory
Pennsylvania
$5.55M -$1.06M -43,421 -17%
PCA
19
Permit Capital Advisors
Pennsylvania
$5.4M +$17M +696,476 New
TSWM
20
Triangle Securities Wealth Management
North Carolina
$5.37M -$141K -5,778 -3%
IWP
21
Icon Wealth Partners
Texas
$4.83M -$117K -4,790 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.72M -$164K -6,703 -4%
FWP
23
FAS Wealth Partners
Kansas
$3.77M +$36.8K +1,506 +1%
XF
24
XML Financial
Maryland
$3.4M +$3.14M +128,447 New
FEM
25
Fulcrum Equity Management
Texas
$3.25M +$2.99M +122,563 New

TPYP Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2022, worth a combined $405M — up 26% from $322M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPYP positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.6M. The largest seller was Traphagen Investment Advisors, cutting an estimated $5.14M.

  • 83 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2022, up from 79 in Q4 2021.
  • Funds reported $405M of Tortoise North American Pipeline ETF stock for Q1 2022, up 26% quarter-over-quarter.
  • 12 funds opened new Tortoise North American Pipeline ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $7.6M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2022 was Traphagen Investment Advisors, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2022.