Tortoise Global Water ETF
TBLU
19 hedge funds and large institutions have $11.5M invested in Tortoise Global Water ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
25% more capital invested
Capital invested by funds: $9.2M → $11.5M (+$2.32M)
0.04% more ownership
Funds ownership: 16.84% → 16.88% (+0.04%)
10% less funds holding
Funds holding: 21 → 19 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.34M |
| 2 |
LPL Financial
San Diego,
California
|
+$703K |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$379K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$46.9K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$528K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$327K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$320K |
| 4 |
Jane Street
New York
|
-$30.6K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$30K |
TBLU Hedge Fund Activity: Q4 2021 in Review
19 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q4 2021, worth a combined $11.5M — up 25% from $9.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TBLU and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.34M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $528K sold.
- 19 institutional investors held Tortoise Global Water ETF (TBLU) as of Q4 2021, down from 21 in Q3 2021.
- Funds reported $11.5M of Tortoise Global Water ETF stock for Q4 2021, up 25% quarter-over-quarter.
- 1 fund opened new Tortoise Global Water ETF positions in Q4 2021 and 3 closed out, a net change of -2 holders.
- The largest Tortoise Global Water ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.34M added.
- The largest Tortoise Global Water ETF seller in Q4 2021 was Flow Traders U.S., an estimated $528K sold.
Based on aggregated 13F filings for Q4 2021.