Tortoise Global Water ETF
TBLU
32 hedge funds and large institutions have $15.7M invested in Tortoise Global Water ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
27% more capital invested
Capital invested by funds: $12.4M → $15.7M (+$3.28M)
9.89% more ownership
Funds ownership: 21.71% → 31.6% (+9.9%)
7% more funds holding
Funds holding: 30 → 32 (+2)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.34M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.03M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$701K |
| 4 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$507K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$868K |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$475K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$218K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$214K |
| 5 |
LPL Financial
San Diego,
California
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $28.5K | -$64.5K | -1,649 | -70% |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $18.8K | – | – | – |
|
|
GWSG
28
GPS Wealth Strategies Group
Centennial,
Colorado
| $18.8K | +$18.5K | +474 | New |
|
|
PMFA
29
Plante Moran Financial Advisors
Southfield,
Michigan
| $3.7K | +$3.63K | +93 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $1.99K | – | – | – |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $1.74K | +$1.72K | +44 | New |
|
33
Wells Fargo
San Francisco,
California
| $1 | -$39 | -1 | Closed |
|
|
CG
34
Colony Group
Boston,
Massachusetts
| – | -$475K | -12,913 | Closed |
|
|
WOSD
35
WFA of San Diego
San Diego,
California
| – | -$25.2K | -686 | Closed |
|
36
JP Morgan Chase
New York
| – | -$25K | -680 | Closed |
|
|
USCWA
37
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$299 | -8 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$37 | -1 | Closed |
|
TBLU Hedge Fund Activity: Q1 2023 in Review
32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q1 2023, worth a combined $15.7M — up 27% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TBLU positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $1.34M. The largest seller was Citadel Advisors, cutting an estimated $868K.
- 32 institutional investors held Tortoise Global Water ETF (TBLU) as of Q1 2023, up from 30 in Q4 2022.
- Funds reported $15.7M of Tortoise Global Water ETF stock for Q1 2023, up 27% quarter-over-quarter.
- 8 funds opened new Tortoise Global Water ETF positions in Q1 2023 and 6 closed out, a net change of +2 holders.
- The largest Tortoise Global Water ETF buyer in Q1 2023 was Jane Street, an estimated $1.34M added.
- The largest Tortoise Global Water ETF seller in Q1 2023 was Citadel Advisors, an estimated $868K sold.
Based on aggregated 13F filings for Q1 2023.