Tortoise Global Water ETF
TBLU
24 hedge funds and large institutions have $12.3M invested in Tortoise Global Water ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
26% more funds holding
Funds holding: 19 → 24 (+5)
7% more capital invested
Capital invested by funds: $11.5M → $12.3M (+$758K)
3.97% more ownership
Funds ownership: 16.88% → 20.86% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.63M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.6M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$935K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$387K |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.03M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$396K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$329K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$34.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | +$44 | +1 | New |
|
TBLU Hedge Fund Activity: Q1 2022 in Review
24 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q1 2022, worth a combined $12.3M — up 6.6% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TBLU positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.63M. The largest seller was LPL Financial, cutting an estimated $2.03M.
- 24 institutional investors held Tortoise Global Water ETF (TBLU) as of Q1 2022, up from 19 in Q4 2021.
- Funds reported $12.3M of Tortoise Global Water ETF stock for Q1 2022, up 6.6% quarter-over-quarter.
- 7 funds opened new Tortoise Global Water ETF positions in Q1 2022 and 2 closed out, a net change of +5 holders.
- The largest Tortoise Global Water ETF buyer in Q1 2022 was Citadel Advisors, an estimated $1.63M added.
- The largest Tortoise Global Water ETF seller in Q1 2022 was LPL Financial, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2022.