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Tortoise North American Pipeline ETF

86 hedge funds and large institutions have $385M invested in Tortoise North American Pipeline ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 8386 (+3)

5% less capital invested

Capital invested by funds: $405M → $385M (-$19.8M)

3.36% less ownership

Funds ownership: 76.26%72.89% (-3.4%)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
8
Increased
32
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BB
1
Busey Bank
Illinois
$48.4M +$303K +11,491 +0.6%
AT
2
Arvest Trust
Oklahoma
$44.2M -$5.33M -202,227 -10%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$33.6M +$7.75M +294,058 +27%
TIA
4
Traphagen Investment Advisors
New Jersey
$33.6M -$3.89M -147,634 -10%
Bank of America
5
Bank of America
North Carolina
$20.2M +$4.89M +185,514 +29%
MFG
6
Magnus Financial Group
New York
$18.1M +$2.06M +78,135 +12%
Morgan Stanley
7
Morgan Stanley
New York
$17.1M +$1.71M +64,697 +10%
FM
8
Foster & Motley
Ohio
$15.7M +$505K +19,146 +3%
AP
9
Atwood & Palmer
Missouri
$14.1M -$236K -8,962 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13M +$1.76M +66,677 +14%
KMWM
11
Keudell/Morrison Wealth Management
Oregon
$8.09M +$8.79M +333,528 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.97M +$913K +34,624 +14%
UCFA
13
United Capital Financial Advisors
Texas
$6.89M -$208K -7,908 -3%
CCB
14
Country Club Bank
Missouri
$6.64M -$102K -3,885 -1%
OA
15
Oxbow Advisors
Texas
$6.17M -$363K -13,776 -5%
UBS Group
16
UBS Group
Switzerland
$6.17M +$454K +17,231 +7%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$5.58M -$76.2K -2,889 -1%
Mariner
18
Mariner
Kansas
$5.39M -$113K -4,301 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.19M +$3.63M +137,563 +180%
TSWM
20
Triangle Securities Wealth Management
North Carolina
$4.84M -$88.6K -3,361 -2%
HSA
21
HBK Sorce Advisory
Pennsylvania
$4.79M -$321K -12,178 -6%
IWP
22
Icon Wealth Partners
Texas
$4.46M +$43.2K +1,639 +0.9%
RFC
23
Regions Financial Corp
Alabama
$3.87M +$2.91M +110,527 +225%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.71M -$670K -25,427 -14%
FWP
25
FAS Wealth Partners
Kansas
$3.37M -$83.5K -3,167 -2%

TPYP Hedge Fund Activity: Q2 2022 in Review

86 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q2 2022, worth a combined $385M — down 4.9% from $405M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TPYP positions and 4 closed out — a net gain of 4 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Keudell/Morrison Wealth Management, opening a new position worth an estimated $8.79M. The largest seller was Arvest Trust, cutting an estimated $5.33M.

  • 86 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q2 2022, up from 83 in Q1 2022.
  • Funds reported $385M of Tortoise North American Pipeline ETF stock for Q2 2022, down 4.9% quarter-over-quarter.
  • 8 funds opened new Tortoise North American Pipeline ETF positions in Q2 2022 and 4 closed out, a net change of +4 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q2 2022 was Keudell/Morrison Wealth Management, an estimated $8.79M added.
  • The largest Tortoise North American Pipeline ETF seller in Q2 2022 was Arvest Trust, an estimated $5.33M sold.

Based on aggregated 13F filings for Q2 2022.