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TBLU

Tortoise Global Water ETF

41 hedge funds and large institutions have $18.9M invested in Tortoise Global Water ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $15.2M → $18.9M (+$3.66M)

11.19% more ownership

Funds ownership: 23.8%34.99% (+11%)

8% more funds holding

Funds holding: 3841 (+3)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$69K
NSIM
27
North Star Investment Management
Illinois
$67.3K
UBS Group
28
UBS Group
Switzerland
$61.6K -$512K -9,700 -89%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$47K -$98.5K -1,864 -67%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$37.5K
NS
31
NBC Securities
Alabama
$37.1K
WOSD
32
WFA of San Diego
California
$34.9K
PA
33
Parallel Advisors
California
$16.3K
GRP
34
Global Retirement Partners
California
$15.4K -$16K -303 -50%
FFA
35
Farther Finance Advisors
California
$9.04K +$9.4K +178 New
MEG
36
Millstone Evans Group
Colorado
$7.62K +$7.92K +150 New
SAM
37
Smartleaf Asset Management
Massachusetts
$3.58K
IAIM
38
International Assets Investment Management
Florida
$2.54K +$2.64K +50 New
WWM
39
Wolff Wiese Magana
California
$1.27K +$264 +5 +25%
TCM
40
Tradewinds Capital Management
Washington
$532
Wells Fargo
41
Wells Fargo
California
$39
GS
42
GTS Securities
New York
-$1.33M -24,900 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
-$656K -12,313 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$523K -9,820 Closed
VF
45
Virtu Financial
New York
-$257K -4,828 Closed
GWSG
46
GPS Wealth Strategies Group
Colorado
-$25.3K -474 Closed

TBLU Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q4 2025, worth a combined $18.9M — up 24% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TBLU positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was WCG Wealth Advisors, adding an estimated $2.88M. The largest seller was GTS Securities, exiting entirely with an estimated $1.33M sold.

  • 41 institutional investors held Tortoise Global Water ETF (TBLU) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $18.9M of Tortoise Global Water ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 8 funds opened new Tortoise Global Water ETF positions in Q4 2025 and 5 closed out, a net change of +3 holders.
  • The largest Tortoise Global Water ETF buyer in Q4 2025 was WCG Wealth Advisors, an estimated $2.88M added.
  • The largest Tortoise Global Water ETF seller in Q4 2025 was GTS Securities, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.