Tortoise Global Water ETF
TBLU
6 hedge funds and large institutions have $1.68M invested in Tortoise Global Water ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
8% less capital invested
Capital invested by funds: $1.82M → $1.68M (-$148K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$200K |
| 2 |
Mariner
Overland Park,
Kansas
|
+$53.9K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.57K |
| 4 |
JP Morgan Chase
New York
|
+$643 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mariner
Overland Park,
Kansas
| $909K | +$53.9K | +2,097 | +6% |
|
|
2
Wells Fargo
San Francisco,
California
| $557K | -$446K | -17,356 | -45% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $203K | +$200K | +7,775 | New |
|
4
Bank of America
Charlotte,
North Carolina
| $3K | – | – | – |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $3K | +$2.57K | +100 | New |
|
|
6
JP Morgan Chase
New York
| $1K | +$643 | +25 | New |
|
TBLU Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q2 2017, worth a combined $1.68M — down 8.1% from $1.82M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TBLU positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $200K. The largest seller was Wells Fargo, cutting an estimated $446K.
- 6 institutional investors held Tortoise Global Water ETF (TBLU) as of Q2 2017, up from 3 in Q1 2017.
- Funds reported $1.68M of Tortoise Global Water ETF stock for Q2 2017, down 8.1% quarter-over-quarter.
- 3 funds opened new Tortoise Global Water ETF positions in Q2 2017 and 0 closed out, a net change of +3 holders.
- The largest Tortoise Global Water ETF buyer in Q2 2017 was Commonwealth Equity Services, an estimated $200K added.
- The largest Tortoise Global Water ETF seller in Q2 2017 was Wells Fargo, an estimated $446K sold.
Based on aggregated 13F filings for Q2 2017.