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Tortoise North American Pipeline ETF

107 hedge funds and large institutions have $442M invested in Tortoise North American Pipeline ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $364M → $442M (+$78.1M)

7% more funds holding

Funds holding: 100107 (+7)

3.77% more ownership

Funds ownership: 74.68%78.45% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
29
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89.1M +$67.1M +2,389,279 +340%
AT
2
Arvest Trust
Oklahoma
$58.7M +$314K +11,169 +0.6%
MFG
3
Magnus Financial Group
New York
$23.2M +$475K +16,902 +2%
TIA
4
Traphagen Investment Advisors
New Jersey
$22M -$2.13M -75,655 -9%
FM
5
Foster & Motley
Ohio
$20.4M -$44.4K -1,580 -0.2%
AI
6
Arvest Investments
Arkansas
$19.3M -$865K -30,795 -4%
AP
7
Atwood & Palmer
Missouri
$18.3M +$169K +6,000 +1%
Bank of America
8
Bank of America
North Carolina
$15.4M +$2.54M +90,226 +20%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$11.7M +$74.7K +2,658 +0.7%
BB
10
Busey Bank
Illinois
$9.04M -$231K -8,221 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.04M +$168K +5,969 +2%
TSWM
12
Triangle Securities Wealth Management
North Carolina
$7.63M -$64.6K -2,298 -0.9%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$7.6M -$161K -5,734 -2%
Wells Fargo
14
Wells Fargo
California
$7.36M -$637K -22,672 -8%
Cerity Partners
15
Cerity Partners
New York
$7.33M -$62.1K -2,210 -0.9%
OA
16
Oxbow Advisors
Texas
$7.13M -$305K -10,848 -4%
UBS Group
17
UBS Group
Switzerland
$6.82M -$679K -24,168 -9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.64M +$141K +5,009 +2%
Mariner
19
Mariner
Kansas
$6.63M +$457K +16,253 +8%
EDRIA
20
Edmonds Duncan Registered Investment Advisors
Kansas
$6.33M -$616K -21,929 -9%
RFC
21
Regions Financial Corp
Alabama
$4.54M -$144K -5,113 -3%
IWA
22
Icon Wealth Advisors
Texas
$4.36M -$53.4K -1,899 -1%
FWP
23
FAS Wealth Partners
Kansas
$3.97M -$58.6K -2,084 -1%
SHWM
24
Smith & Howard Wealth Management
Georgia
$3.73M +$103K +3,681 +3%
CCB
25
Country Club Bank
Missouri
$3.21M -$33.2K -1,181 -1%

TPYP Hedge Fund Activity: Q2 2024 in Review

107 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q2 2024, worth a combined $442M — up 21% from $364M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TPYP positions and 4 closed out — a net gain of 9 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.1M. The largest seller was Traphagen Investment Advisors, cutting an estimated $2.13M.

  • 107 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $442M of Tortoise North American Pipeline ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 13 funds opened new Tortoise North American Pipeline ETF positions in Q2 2024 and 4 closed out, a net change of +9 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q2 2024 was Morgan Stanley, an estimated $67.1M added.
  • The largest Tortoise North American Pipeline ETF seller in Q2 2024 was Traphagen Investment Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2024.