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TBLU

Tortoise Global Water ETF
TBLU

37 hedge funds and large institutions have $16M invested in Tortoise Global Water ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

6% more funds holding

Funds holding: 35 → 37 (+2)

5.62% less ownership

Funds ownership: 34.38% → 28.76% (-5.6%)

11% less capital invested

Capital invested by funds: $17.9M → $16M (-$1.91M)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$809K
2
Citadel Advisors
Citadel Advisors
Florida
+$427K
3
WWA
WCG Wealth Advisors
Nevada
+$286K
4
Osaic Holdings
Osaic Holdings
Arizona
+$281K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$250K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.7M
2
CFG
Clayton Financial Group
Missouri
-$953K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$651K
4
NI
Natural Investments
California
-$617K
5
GS
GWN Securities
Florida
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$70.1K – – –
HBW
27
Hazlett, Burt & Watson
West Virginia
$52K +$250 +5 +0.5%
NS
28
NBC Securities
Alabama
$38K – – –
WOSD
29
WFA of San Diego
California
$36.3K +$34.3K +686 New
GWSG
30
GPS Wealth Strategies Group
Colorado
$25.1K – – –
PA
31
Parallel Advisors
California
$16.9K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$11.2K +$5.19K +104 +97%
GRP
33
Global Retirement Partners
California
$5.44K +$5.14K +103 New
SAM
34
Smartleaf Asset Management
Massachusetts
$3.59K +$3.4K +68 New
SPIA
35
Steward Partners Investment Advisory
New York
$1.28K +$1.2K +24 New
WWM
36
Wolff Wiese Magana
California
$635 +$599 +12 New
Wells Fargo
37
Wells Fargo
California
$73 +$50 +1 New
Jane Street
38
Jane Street
New York
– -$1.7M -35,957 Closed
CFG
39
Clayton Financial Group
Missouri
– -$953K -20,136 Closed
GS
40
GWN Securities
Florida
– -$564K -11,216 Closed
VF
41
Virtu Financial
New York
– -$364K -7,699 Closed
AIP
42
Ameritas Investment Partners
Nebraska
– -$63.8K -1,349 Closed
TCM
43
Tradewinds Capital Management
Washington
– -$492 -10 Closed
1
2

TBLU Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q2 2025, worth a combined $16M — down 11% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TBLU positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $809K. The largest seller was Jane Street, exiting entirely with an estimated $1.7M sold.

  • 37 institutional investors held Tortoise Global Water ETF (TBLU) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $16M of Tortoise Global Water ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 10 funds opened new Tortoise Global Water ETF positions in Q2 2025 and 6 closed out, a net change of +4 holders.
  • The largest Tortoise Global Water ETF buyer in Q2 2025 was GTS Securities, an estimated $809K added.
  • The largest Tortoise Global Water ETF seller in Q2 2025 was Jane Street, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2025.