Tortoise Global Water ETF
TBLU
32 hedge funds and large institutions have $15.9M invested in Tortoise Global Water ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
55% more capital invested
Capital invested by funds: $10.3M → $15.9M (+$5.62M)
8.37% more ownership
Funds ownership: 23.32% → 31.7% (+8.4%)
3% more funds holding
Funds holding: 31 → 32 (+1)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.29M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$513K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$273K |
| 4 |
EH
Equitable Holdings
New York
|
+$156K |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$205K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$109K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$79K |
| 4 |
LPL Financial
San Diego,
California
|
-$70.4K |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$64.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $50.5K | +$3.99K | +100 | +10% |
|
|
HBW
27
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $42K | -$5.82K | -146 | -13% |
|
|
HDIM
28
Hanson & Doremus Investment Management
Burlington,
Vermont
| $34K | +$3.51K | +88 | +13% |
|
|
NS
29
NBC Securities
Birmingham,
Alabama
| $31K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27K | +$13.1K | +329 | +118% |
|
|
GWSG
31
GPS Wealth Strategies Group
Centennial,
Colorado
| $20.8K | – | – | – |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $2.13K | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $7 | -$2.59K | -65 | Closed |
|
|
RJA
34
Raymond James & Associates
St Petersburg,
Florida
| – | -$205K | -5,394 | Closed |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -40 | Closed |
|
TBLU Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q4 2023, worth a combined $15.9M — up 55% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TBLU positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $2.29M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $205K sold.
- 32 institutional investors held Tortoise Global Water ETF (TBLU) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $15.9M of Tortoise Global Water ETF stock for Q4 2023, up 55% quarter-over-quarter.
- 5 funds opened new Tortoise Global Water ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest Tortoise Global Water ETF buyer in Q4 2023 was Jane Street, an estimated $2.29M added.
- The largest Tortoise Global Water ETF seller in Q4 2023 was Raymond James & Associates, an estimated $205K sold.
Based on aggregated 13F filings for Q4 2023.