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TBLU

Tortoise Global Water ETF
TBLU

14 hedge funds and large institutions have $5.97M invested in Tortoise Global Water ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more capital invested

Capital invested by funds: $1.95M → $5.97M (+$4.02M)

180% more funds holding

Funds holding: 5 → 14 (+9)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

8.75% more ownership

Funds ownership: 8.15% → 16.9% (+8.7%)

Holders
14
Holders Change
+9
Holders Change %
+180%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$1.37M
2
Jane Street
Jane Street
New York
+$1.22M
3
BCI
Brinker Capital Investments
Pennsylvania
+$667K
4
LPL Financial
LPL Financial
California
+$362K
5
SWA
SFMG Wealth Advisors
Texas
+$332K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
1
Retirement Capital Strategies
California
$1.39M +$1.37M +33,370 New
Jane Street
2
Jane Street
New York
$1.23M +$1.22M +29,673 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.06M -$133K -3,250 -11%
Mariner
4
Mariner
Kansas
$714K +$369 +9 +0.1%
BCI
5
Brinker Capital Investments
Pennsylvania
$677K +$667K +16,271 New
LPL Financial
6
LPL Financial
California
$367K +$362K +8,836 New
SWA
7
SFMG Wealth Advisors
Texas
$337K +$332K +8,106 New
KFI
8
Key Financial Inc
Pennsylvania
$65K – – –
HDIM
9
Hanson & Doremus Investment Management
Vermont
$40K +$19.7K +480 +100%
NSIM
10
North Star Investment Management
Illinois
$36K – – –
AWA
11
Arkadios Wealth Advisors
Georgia
$27K +$27.2K +665 New
AIP
12
Ameritas Investment Partners
Nebraska
$12K +$12.3K +300 New
SIS
13
Sound Income Strategies
Florida
$11.9K +$11.7K +286 New
Wells Fargo
14
Wells Fargo
California
– +$41 +1 New

TBLU Hedge Fund Activity: Q1 2021 in Review

14 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q1 2021, worth a combined $5.97M — up 206% from $1.95M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TBLU positions and 0 closed out — a net gain of 9 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $1.37M. The largest seller was Osaic Holdings, cutting an estimated $133K.

  • 14 institutional investors held Tortoise Global Water ETF (TBLU) as of Q1 2021, up from 5 in Q4 2020.
  • Funds reported $5.97M of Tortoise Global Water ETF stock for Q1 2021, up 206% quarter-over-quarter.
  • 9 funds opened new Tortoise Global Water ETF positions in Q1 2021 and 0 closed out, a net change of +9 holders.
  • The largest Tortoise Global Water ETF buyer in Q1 2021 was Retirement Capital Strategies, an estimated $1.37M added.
  • The largest Tortoise Global Water ETF seller in Q1 2021 was Osaic Holdings, an estimated $133K sold.

Based on aggregated 13F filings for Q1 2021.