Tortoise Global Water ETF
TBLU
36 hedge funds and large institutions have $17.2M invested in Tortoise Global Water ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $14.2M → $17.2M (+$2.93M)
11.37% more ownership
Funds ownership: 20.44% → 31.81% (+11%)
6% more funds holding
Funds holding: 34 → 36 (+2)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.44M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$759K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$508K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$224K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$54.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$275K |
| 2 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$243K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$235K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$235K |
| 5 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$161K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
26
Key Financial Inc
West Chester,
Pennsylvania
| $73.8K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $67.5K | +$21.3K | +431 | +43% |
|
|
NSIM
28
North Star Investment Management
Chicago,
Illinois
| $62.2K | – | – | – |
|
|
HBW
29
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $47K | – | – | – |
|
|
GWSG
30
GPS Wealth Strategies Group
Centennial,
Colorado
| $22.2K | – | – | – |
|
|
OC
31
Oarsman Capital
Milwaukee,
Wisconsin
| $16.1K | +$5.77K | +117 | +52% |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| $15K | – | – | – |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | +$14.8K | +300 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $6.4K | -$592 | -12 | -8% |
|
|
TCM
35
Tradewinds Capital Management
Bellingham,
Washington
| $484 | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $38 | +$49 | +1 | New |
|
|
VF
37
Virtu Financial
New York
| – | -$275K | -5,493 | Closed |
|
|
NS
38
NBC Securities
Birmingham,
Alabama
| – | -$36K | -730 | Closed |
|
39
US Bancorp
Minneapolis,
Minnesota
| – | -$3.96K | -79 | Closed |
|
TBLU Hedge Fund Activity: Q4 2024 in Review
36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q4 2024, worth a combined $17.2M — up 21% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TBLU positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, adding an estimated $1.44M. The largest seller was Virtu Financial, exiting entirely with an estimated $275K sold.
- 36 institutional investors held Tortoise Global Water ETF (TBLU) as of Q4 2024, up from 34 in Q3 2024.
- Funds reported $17.2M of Tortoise Global Water ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 8 funds opened new Tortoise Global Water ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
- The largest Tortoise Global Water ETF buyer in Q4 2024 was Jane Street, an estimated $1.44M added.
- The largest Tortoise Global Water ETF seller in Q4 2024 was Virtu Financial, an estimated $275K sold.
Based on aggregated 13F filings for Q4 2024.