TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

24 hedge funds and large institutions have $12.3M invested in Tortoise Global Water Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.83M
2
GVAG
2
Great Valley Advisor Group
Delaware
$1.53M
3
FTUS
3
Flow Traders U.S.
New York
$896K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.94M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$340K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.44M
2
CG
2
Colony Group
Massachusetts
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$754K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Mariner
5
Mariner
Kansas
$672K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.94M 46,203 +8,806 +24%
Citadel Advisors
2
Citadel Advisors
Florida
$1.83M 43,500 +37,066 +576%
GVAG
3
Great Valley Advisor Group
Delaware
$1.53M 36,332 +36,332 New
LPL Financial
4
LPL Financial
California
$1.44M 34,338 -46,228 -57%
FTUS
5
Flow Traders U.S.
New York
$896K 21,302 +21,302 New
Osaic Holdings
6
Osaic Holdings
Arizona
$754K 17,943 -7,494 -29%
Jane Street
7
Jane Street
New York
$735K 17,481 +6,681 +62%
Mariner
8
Mariner
Kansas
$672K 15,991 -785 -5%
BCI
9
Brinker Capital Investments
Pennsylvania
$657K 15,625 -178 -1%
RJA
10
Raymond James & Associates
Florida
$431K 10,251 +162 +2%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$340K 8,096 +8,096 New
LIA
12
LBMC Investment Advisors
Tennessee
$308K 7,327 – –
WWM
13
Western Wealth Management
Colorado
$308K 7,338 +7,338 New
HDIM
14
Hanson & Doremus Investment Management
Vermont
$85K 2,033 +462 +29%
CFGS
15
Concourse Financial Group Securities
Alabama
$83K 1,979 +73 +4%
KFI
16
Key Financial Inc
Pennsylvania
$66K 1,572 – –
NSIM
17
North Star Investment Management
Illinois
$56K 1,325 – –
AIP
18
Ameritas Investment Partners
Nebraska
$36K 858 +461 +116%
UBS Group
19
UBS Group
Switzerland
$34K 798 +352 +79%
HBW
20
Hazlett, Burt & Watson
West Virginia
$29K 689 +689 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$20K 475 – –
GWSG
22
GPS Wealth Strategies Group
Colorado
$20K 474 – –
GRP
23
Global Retirement Partners
California
$2K 50 +50 New
CG
24
Colony Group
Massachusetts
– – -7,830 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– – -1,269 Closed
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