TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

35 hedge funds and large institutions have $17.9M invested in Tortoise Global Water Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$826K
2
GS
GWN Securities
Florida
+$564K
3
UBS Group
UBS Group
Switzerland
+$473K
4
SEIA
Signature Estate & Investment Advisors
California
+$411K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$369K

Top Sellers

1
EH
Equitable Holdings
New York
-$737K
2
Jane Street
Jane Street
New York
-$407K
3
MCCP
Mission Creek Capital Partners
California
-$301K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$277K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
26
Key Financial Inc
Pennsylvania
$74.4K – – –
AIP
27
Ameritas Investment Partners
Nebraska
$63.8K -$12.3K -260 -16%
NSIM
28
North Star Investment Management
Illinois
$62.7K – – –
HBW
29
Hazlett, Burt & Watson
West Virginia
$48K +$194 +4 +0.4%
FNWM
30
Financial Network Wealth Management
Utah
$44K +$44K +949 New
NS
31
NBC Securities
Alabama
$34K +$34K +730 New
GWSG
32
GPS Wealth Strategies Group
Colorado
$22.4K – – –
PA
33
Parallel Advisors
California
$15.1K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$5.08K -$1.38K -29 -21%
TCM
35
Tradewinds Capital Management
Washington
$492 – – –
Wells Fargo
36
Wells Fargo
California
$20 -$38 -1 Closed
MCCP
37
Mission Creek Capital Partners
California
– -$301K -6,414 Closed
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
– -$277K -5,904 Closed
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
– -$213K -4,539 Closed
CFGS
40
Concourse Financial Group Securities
Alabama
– -$122K -2,551 Closed
OC
41
Oarsman Capital
Wisconsin
– -$16.1K -344 Closed
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
– -$14K -300 Closed
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