Tortoise Global Water ETF
TBLU
37 hedge funds and large institutions have $14M invested in Tortoise Global Water ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more funds holding
Funds holding: 34 → 37 (+3)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
3.67% less ownership
Funds ownership: 30.45% → 26.79% (-3.7%)
15% less capital invested
Capital invested by funds: $16.4M → $14M (-$2.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$242K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$232K |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$201K |
| 4 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$107K |
| 5 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$99.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.55M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$302K |
| 3 |
MCCP
Mission Creek Capital Partners
San Francisco,
California
|
-$292K |
| 4 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$244K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $41.8K | +$13.9K | +299 | +48% |
|
|
NS
27
NBC Securities
Birmingham,
Alabama
| $33K | – | – | – |
|
|
WOSD
28
WFA of San Diego
San Diego,
California
| $31.1K | +$32K | +686 | New |
|
|
GWSG
29
GPS Wealth Strategies Group
Centennial,
Colorado
| $21.5K | – | – | – |
|
|
PA
30
Parallel Advisors
San Francisco,
California
| $14.5K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $10.9K | +$1.54K | +33 | +16% |
|
33
US Bancorp
Minneapolis,
Minnesota
| $3.58K | +$3.68K | +79 | New |
|
|
IAIM
34
International Assets Investment Management
Orlando,
Florida
| $2.27K | +$2.33K | +50 | New |
|
|
TCM
35
Tradewinds Capital Management
Bellingham,
Washington
| $468 | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $54 | +$47 | +1 | New |
|
|
37
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$302K | -6,440 | Closed |
|
|
GRP
38
Global Retirement Partners
San Rafael,
California
| – | -$2.34K | -50 | Closed |
|
TBLU Hedge Fund Activity: Q2 2024 in Review
37 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q2 2024, worth a combined $14M — down 15% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TBLU positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Equitable Holdings, adding an estimated $242K. The largest seller was Jane Street, cutting an estimated $1.55M.
- 37 institutional investors held Tortoise Global Water ETF (TBLU) as of Q2 2024, up from 34 in Q1 2024.
- Funds reported $14M of Tortoise Global Water ETF stock for Q2 2024, down 15% quarter-over-quarter.
- 5 funds opened new Tortoise Global Water ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
- The largest Tortoise Global Water ETF buyer in Q2 2024 was Equitable Holdings, an estimated $242K added.
- The largest Tortoise Global Water ETF seller in Q2 2024 was Jane Street, an estimated $1.55M sold.
Based on aggregated 13F filings for Q2 2024.