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Tortoise North American Pipeline ETF

111 hedge funds and large institutions have $456M invested in Tortoise North American Pipeline ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 107111 (+4)

3% more capital invested

Capital invested by funds: $442M → $456M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.16% less ownership

Funds ownership: 78.45%75.29% (-3.2%)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
32
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M +$3.5M +115,327 +4%
ABTD
2
Arvest Bank Trust Division
Oklahoma
$42.4M +$41M +1,351,790 New
MFG
3
Magnus Financial Group
New York
$25.9M +$576K +18,965 +2%
TIA
4
Traphagen Investment Advisors
New Jersey
$23.6M -$395K -13,019 -2%
FM
5
Foster & Motley
Ohio
$22.3M +$61.1K +2,013 +0.3%
AP
6
Atwood & Palmer
Missouri
$20.2M +$242K +7,989 +1%
Bank of America
7
Bank of America
North Carolina
$16.9M +$157K +5,178 +1%
AI
8
Arvest Investments
Arkansas
$13.5M -$7.22M -237,869 -36%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$12.3M -$470K -15,492 -4%
BB
10
Busey Bank
Illinois
$9.63M -$205K -6,754 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$9.09M +$790K +26,021 +10%
Wells Fargo
12
Wells Fargo
California
$9.02M +$970K +31,973 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.9M +$150K +4,926 +2%
TSWM
14
Triangle Securities Wealth Management
North Carolina
$8.08M -$215K -7,081 -3%
Cerity Partners
15
Cerity Partners
New York
$7.97M -$3.07K -101 -0%
UBS Group
16
UBS Group
Switzerland
$7.54M +$110K +3,613 +2%
OA
17
Oxbow Advisors
Texas
$7.29M -$454K -14,953 -6%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$7.19M +$296K +9,754 +4%
Mariner
19
Mariner
Kansas
$7.18M -$30.6K -1,007 -0.4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.8M -$2.34M -77,114 -33%
IWA
21
Icon Wealth Advisors
Texas
$4.57M +$24.3K +800 +0.6%
PFBT
22
Parkside Financial Bank & Trust
Missouri
$4.57M +$2.57M +84,740 +140%
FWP
23
FAS Wealth Partners
Kansas
$4.21M -$109K -3,587 -3%
CastleKeep Investment Advisors
24
CastleKeep Investment Advisors
Connecticut
$3.75M +$346K +11,411 +11%
SHWM
25
Smith & Howard Wealth Management
Georgia
$3.7M -$343K -11,290 -9%

TPYP Hedge Fund Activity: Q3 2024 in Review

111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Tortoise North American Pipeline ETF (TPYP) for Q3 2024, worth a combined $456M — up 3.1% from $442M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TPYP positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Arvest Investments, cutting an estimated $7.22M.

  • 111 institutional investors held Tortoise North American Pipeline ETF (TPYP) as of Q3 2024, up from 107 in Q2 2024.
  • Funds reported $456M of Tortoise North American Pipeline ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 13 funds opened new Tortoise North American Pipeline ETF positions in Q3 2024 and 8 closed out, a net change of +5 holders.
  • The largest Tortoise North American Pipeline ETF buyer in Q3 2024 was Morgan Stanley, an estimated $3.5M added.
  • The largest Tortoise North American Pipeline ETF seller in Q3 2024 was Arvest Investments, an estimated $7.22M sold.

Based on aggregated 13F filings for Q3 2024.