Tortoise Global Water ETF
TBLU
30 hedge funds and large institutions have $12.4M invested in Tortoise Global Water ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
15% more funds holding
Funds holding: 26 → 30 (+4)
12% more capital invested
Capital invested by funds: $11.1M → $12.4M (+$1.29M)
1.45% more ownership
Funds ownership: 20.26% → 21.71% (+1.4%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 2 |
EH
Equitable Holdings
New York
|
+$633K |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$468K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$339K |
| 5 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$960K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$630K |
| 3 |
Jane Street
New York
|
-$525K |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$241K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $1.84K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
USCWA
28
U.S. Capital Wealth Advisors
Austin,
Texas
| $299 | +$290 | +8 | New |
|
29
Wells Fargo
San Francisco,
California
| $37 | -$3.44K | -95 | -99% |
|
30
Fidelity Investments
Boston,
Massachusetts
| $37 | +$36 | +1 | New |
|
|
LIA
31
LBMC Investment Advisors
Brentwood,
Tennessee
| – | -$241K | -7,327 | Closed |
|
|
WWM
32
Western Wealth Management
Golden,
Colorado
| – | -$208K | -6,295 | Closed |
|
|
AA
33
Addison Advisors
Middlebury,
Vermont
| – | -$157K | -4,770 | Closed |
|
|
GWSG
34
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$16K | -474 | Closed |
|
TBLU Hedge Fund Activity: Q4 2022 in Review
30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q4 2022, worth a combined $12.4M — up 12% from $11.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TBLU positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.03M. The largest seller was Osaic Holdings, cutting an estimated $960K.
- 30 institutional investors held Tortoise Global Water ETF (TBLU) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $12.4M of Tortoise Global Water ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 8 funds opened new Tortoise Global Water ETF positions in Q4 2022 and 4 closed out, a net change of +4 holders.
- The largest Tortoise Global Water ETF buyer in Q4 2022 was Citadel Advisors, an estimated $1.03M added.
- The largest Tortoise Global Water ETF seller in Q4 2022 was Osaic Holdings, an estimated $960K sold.
Based on aggregated 13F filings for Q4 2022.