Tortoise Global Water ETF
TBLU
7 hedge funds and large institutions have $1.6M invested in Tortoise Global Water ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
16% more capital invested
Capital invested by funds: $1.38M → $1.6M (+$218K)
0.94% more ownership
Funds ownership: 35.82% → 36.76% (+0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$44.3K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.84K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.21K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Mariner
Overland Park,
Kansas
| $1.04M | – | – | – |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $264K | +$44.3K | +1,575 | +21% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $254K | +$1.21K | +43 | +0.5% |
|
4
Bank of America
Charlotte,
North Carolina
| $29K | – | – | – |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | +$9.84K | +350 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$14K | -560 | Closed |
|
|
7
Wells Fargo
San Francisco,
California
| – | +$28 | +1 | New |
|
TBLU Hedge Fund Activity: Q1 2019 in Review
7 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q1 2019, worth a combined $1.6M — up 16% from $1.38M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TBLU positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Advisor Group, adding an estimated $44.3K. The largest seller was UBS Group, exiting entirely with an estimated $14K sold.
- 7 institutional investors held Tortoise Global Water ETF (TBLU) as of Q1 2019, up from 6 in Q4 2018.
- Funds reported $1.6M of Tortoise Global Water ETF stock for Q1 2019, up 16% quarter-over-quarter.
- 2 funds opened new Tortoise Global Water ETF positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest Tortoise Global Water ETF buyer in Q1 2019 was Advisor Group, an estimated $44.3K added.
- The largest Tortoise Global Water ETF seller in Q1 2019 was UBS Group, an estimated $14K sold.
Based on aggregated 13F filings for Q1 2019.