TBLU

Tortoise Global Water Fund

35 hedge funds and large institutions have $14.7M invested in Tortoise Global Water Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWA
1
WCG Wealth Advisors
Nevada
$2.2M 41,529 +5,734 +16%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$1.13M 21,291 +5,004 +31%
NI
3
Natural Investments
California
$1.01M 19,144 -12,351 -39%
PWA
4
Phoenix Wealth Advisors
North Carolina
$967K 18,282 -237 -1%
LPL Financial
5
LPL Financial
California
$937K 17,700 +1,153 +7%
GS
6
GTS Securities
New York
$857K 16,195 +16,195 New
EH
7
Equitable Holdings
New York
$792K 14,976 +386 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$744K 14,066 +227 +2%
CCM
9
Colorado Capital Management
Colorado
$729K 13,770 -2,226 -14%
Mariner
10
Mariner
Kansas
$669K 12,635 -3,988 -24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$656K 12,407 +4 +0%
AIM
12
Archer Investment Management
Texas
$640K 12,092 +788 +7%
UBS Group
13
UBS Group
Switzerland
$566K 10,703 -725 -6%
SEIA
14
Signature Estate & Investment Advisors
California
$463K 8,753 +66 +0.8%
Citadel Advisors
15
Citadel Advisors
Florida
$453K 8,557 +8,557 New
BCI
16
Brinker Capital Investments
Pennsylvania
$396K 7,487 -5,548 -43%
WCFA
17
Walkner Condon Financial Advisors
Wisconsin
$362K 6,849 -999 -13%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$234K 4,420 -13,034 -75%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$211K 3,995 +3,995 New
OWA
20
Octavia Wealth Advisors
Ohio
$209K 3,947 +3,947 New
Morgan Stanley
21
Morgan Stanley
New York
$122K 2,299
KFI
22
Key Financial Inc
Pennsylvania
$83.2K 1,572
NSIM
23
North Star Investment Management
Illinois
$70.1K 1,325
HBW
24
Hazlett, Burt & Watson
West Virginia
$52K 996 +5 +0.5%
Osaic Holdings
25
Osaic Holdings
Arizona
$51K 975 -1,007 -51%