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Tortoise North American Pipeline ETF

98 hedge funds and large institutions have $390M invested in Tortoise North American Pipeline ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

13% more funds holding

Funds holding: 8798 (+11)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more capital invested

Capital invested by funds: $353M → $390M (+$37.5M)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

1.39% less ownership

Funds ownership: 69.18%67.79% (-1.4%)

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
16
Increased
32
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BB
1
Busey Bank
Illinois
$49.4M -$7.53K -301 -0%
AT
2
Arvest Trust
Oklahoma
$47.5M +$504K +20,157 +1%
TIA
3
Traphagen Investment Advisors
New Jersey
$32.3M -$55.5K -2,217 -0.2%
Bank of America
4
Bank of America
North Carolina
$24.9M +$2.54M +101,697 +11%
MFG
5
Magnus Financial Group
New York
$18.8M +$83.6K +3,344 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$18.1M +$552K +22,084 +3%
FM
7
Foster & Motley
Ohio
$16.3M +$259K +10,346 +2%
AP
8
Atwood & Palmer
Missouri
$14.7M +$357K +14,272 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.8M +$415K +16,585 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$10.9M -$1.12M -44,879 -9%
HSA
11
HBK Sorce Advisory
Pennsylvania
$7.41M +$2.72M +108,827 +57%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.35M +$6.85K +274 +0.1%
Cerity Partners
13
Cerity Partners
New York
$7.1M +$7.19M +287,556 New
KMWM
14
Keudell/Morrison Wealth Management
Oregon
$6.92M -$807K -32,253 -10%
UCFA
15
United Capital Financial Advisors
Texas
$6.4M -$204K -8,163 -3%
UBS Group
16
UBS Group
Switzerland
$6.26M -$361K -14,424 -5%
OA
17
Oxbow Advisors
Texas
$6.13M -$52.5K -2,099 -0.8%
TSWM
18
Triangle Securities Wealth Management
North Carolina
$6.09M +$260K +10,382 +4%
EDRIA
19
Edmonds Duncan Registered Investment Advisors
Kansas
$5.74M -$187K -7,479 -3%
Mariner
20
Mariner
Kansas
$5.49M -$14.9K -596 -0.3%
RFC
21
Regions Financial Corp
Alabama
$5.18M +$845K +33,770 +19%
IWA
22
Icon Wealth Advisors
Texas
$4.51M -$50.9K -2,037 -1%
FWP
23
FAS Wealth Partners
Kansas
$3.88M +$355K +14,195 +10%
CCB
24
Country Club Bank
Missouri
$3.74M -$256K -10,242 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.34M -$310K -12,383 -8%

TPYP Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q4 2022, worth a combined $390M — up 11% from $353M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPYP positions and 4 closed out — a net gain of 12 holders — while 32 added to existing stakes and 33 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $7.19M. The largest seller was Wells Fargo, cutting an estimated $2.14M.

  • 98 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q4 2022, up from 87 in Q3 2022.
  • Funds reported $390M of Tortoise North American Pipeline ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 16 funds opened new Tortoise North American Pipeline ETF positions in Q4 2022 and 4 closed out, a net change of +12 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q4 2022 was Cerity Partners, an estimated $7.19M added.
  • The largest Tortoise North American Pipeline ETF seller in Q4 2022 was Wells Fargo, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2022.