Tortoise Global Water ETF
TBLU
16 hedge funds and large institutions have $7.1M invested in Tortoise Global Water ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $5.97M → $7.1M (+$1.13M)
14% more funds holding
Funds holding: 14 → 16 (+2)
1.68% less ownership
Funds ownership: 16.9% → 15.22% (-1.7%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.58M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$403K |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$325K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$319K |
| 5 |
EH
Equitable Holdings
New York
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.23M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$700K |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$337K |
| 4 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$25.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$23.5K |
TBLU Hedge Fund Activity: Q2 2021 in Review
16 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q2 2021, worth a combined $7.1M — up 19% from $5.97M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TBLU positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.58M. The largest seller was Jane Street, exiting entirely with an estimated $1.23M sold.
- 16 institutional investors held Tortoise Global Water ETF (TBLU) as of Q2 2021, up from 14 in Q1 2021.
- Funds reported $7.1M of Tortoise Global Water ETF stock for Q2 2021, up 19% quarter-over-quarter.
- 6 funds opened new Tortoise Global Water ETF positions in Q2 2021 and 4 closed out, a net change of +2 holders.
- The largest Tortoise Global Water ETF buyer in Q2 2021 was Citadel Advisors, an estimated $1.58M added.
- The largest Tortoise Global Water ETF seller in Q2 2021 was Jane Street, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2021.