TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

21 hedge funds and large institutions have $8.86M invested in Tortoise Global Water Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3M
2
FTUS
2
Flow Traders U.S.
New York
$528K
3
Jane Street
3
Jane Street
New York
$520K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.46M
5
RJA
5
Raymond James & Associates
Florida
$438K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$594K
2
RCS
2
Retirement Capital Strategies
California
$0
3
EH
3
Equitable Holdings
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$737K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3M 66,027 +53,142 +412%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.46M 32,193 +7,158 +29%
Mariner
3
Mariner
Kansas
$763K 16,776 – –
BCI
4
Brinker Capital Investments
Pennsylvania
$737K 16,210 -335 -2%
Citadel Advisors
5
Citadel Advisors
Florida
$594K 13,046 -22,680 -63%
FTUS
6
Flow Traders U.S.
New York
$528K 11,606 +11,606 New
Jane Street
7
Jane Street
New York
$520K 11,432 +11,432 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$441K 9,690 +598 +7%
RJA
9
Raymond James & Associates
Florida
$438K 9,628 +2,434 +34%
KFI
10
Key Financial Inc
Pennsylvania
$72K 1,572 – –
HDIM
11
Hanson & Doremus Investment Management
Vermont
$68K 1,486 +1,102 +287%
CFGS
12
Concourse Financial Group Securities
Alabama
$66K 1,454 +397 +38%
NSIM
13
North Star Investment Management
Illinois
$60K 1,325 +450 +51%
AWA
14
Arkadios Wealth Advisors
Georgia
$30K 665 – –
GWSG
15
GPS Wealth Strategies Group
Colorado
$22K 474 +474 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$22K 475 +475 New
AIP
17
Ameritas Investment Partners
Nebraska
$17K 385 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14K 300 +300 New
UBS Group
19
UBS Group
Switzerland
$2K 43 +43 New
LIA
20
LBMC Investment Advisors
Tennessee
$333 7,327 – –
RCS
21
Retirement Capital Strategies
California
– – -17,582 Closed
EH
22
Equitable Holdings
New York
– – -6,761 Closed
Wells Fargo
23
Wells Fargo
California
– – – –
Bank of America
24
Bank of America
North Carolina
$0 2 +2 New