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Tortoise North American Pipeline ETF

100 hedge funds and large institutions have $364M invested in Tortoise North American Pipeline ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

1.32% more ownership

Funds ownership: 73.36%74.68% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less funds holding

Funds holding: 103100 (-3)

7% less capital invested

Capital invested by funds: $392M → $364M (-$27.8M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.44%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
40
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arvest Trust
Oklahoma
$56.6M +$1.52M +57,684 +3%
TIA
2
Traphagen Investment Advisors
New Jersey
$23.5M -$15.4M -583,780 -41%
MFG
3
Magnus Financial Group
New York
$22M +$274K +10,395 +1%
FM
4
Foster & Motley
Ohio
$19.8M +$478K +18,119 +3%
Morgan Stanley
5
Morgan Stanley
New York
$19.6M -$20.6M -782,285 -53%
AI
6
Arvest Investments
Arkansas
$19.6M +$16.6K +630 +0.1%
AP
7
Atwood & Palmer
Missouri
$17.6M +$567K +21,483 +4%
Bank of America
8
Bank of America
North Carolina
$12.4M -$19.5M -740,086 -63%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$11.3M +$164K +6,207 +2%
BB
10
Busey Bank
Illinois
$9M +$76.8K +2,910 +0.9%
Wells Fargo
11
Wells Fargo
California
$7.77M +$7.5K +284 +0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.63M +$74.4K +2,818 +1%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$7.53M -$1.48M -55,926 -17%
TSWM
14
Triangle Securities Wealth Management
North Carolina
$7.46M +$48.7K +1,844 +0.7%
UBS Group
15
UBS Group
Switzerland
$7.29M -$306K -11,591 -4%
OA
16
Oxbow Advisors
Texas
$7.22M +$131K +4,967 +2%
Cerity Partners
17
Cerity Partners
New York
$7.17M +$57.7K +2,187 +0.9%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$6.75M +$135K +5,106 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.3M -$22.2K -841 -0.4%
Mariner
20
Mariner
Kansas
$5.97M +$20K +758 +0.4%
RFC
21
Regions Financial Corp
Alabama
$4.54M -$428K -16,211 -9%
IWA
22
Icon Wealth Advisors
Texas
$4.1M -$313K -11,872 -7%
FWP
23
FAS Wealth Partners
Kansas
$3.91M -$434K -16,450 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.9M +$21.3K +806 +0.6%
SHWM
25
Smith & Howard Wealth Management
Georgia
$3.51M +$312K +11,813 +10%

TPYP Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q1 2024, worth a combined $364M — down 7.1% from $392M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TPYP and 9 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 40 added.

The largest buyer was Arvest Trust, adding an estimated $1.52M. The largest seller was Morgan Stanley, cutting an estimated $20.6M.

  • 100 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q1 2024, down from 103 in Q4 2023.
  • Funds reported $364M of Tortoise North American Pipeline ETF stock for Q1 2024, down 7.1% quarter-over-quarter.
  • 9 funds opened new Tortoise North American Pipeline ETF positions in Q1 2024 and 10 closed out, a net change of -1 holder.
  • The largest Tortoise North American Pipeline ETF buyer in Q1 2024 was Arvest Trust, an estimated $1.52M added.
  • The largest Tortoise North American Pipeline ETF seller in Q1 2024 was Morgan Stanley, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2024.