TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

25 hedge funds and large institutions have $12.8M invested in Tortoise Global Water Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.1M
2
WWA
2
WCG Wealth Advisors
Nevada
$1.03M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$960K
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.04M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.83M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
LPL Financial
3
LPL Financial
California
$1.15M
4
RJA
4
Raymond James & Associates
Florida
$305K
5
UBS Group
5
UBS Group
Switzerland
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.1M 58,878 +41,397 +237%
Citadel Advisors
2
Citadel Advisors
Florida
$2.04M 57,214 +13,714 +32%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.83M 51,332 +5,129 +11%
LPL Financial
4
LPL Financial
California
$1.15M 32,119 -2,219 -6%
WWA
5
WCG Wealth Advisors
Nevada
$1.03M 28,830 +28,830 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$960K 26,935 +26,935 New
Osaic Holdings
7
Osaic Holdings
Arizona
$770K 21,618 +3,675 +20%
BCI
8
Brinker Capital Investments
Pennsylvania
$628K 17,621 +1,996 +13%
Mariner
9
Mariner
Kansas
$570K 16,001 +10 +0.1%
RJA
10
Raymond James & Associates
Florida
$305K 8,562 -1,689 -16%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$295K 8,275 +179 +2%
LIA
12
LBMC Investment Advisors
Tennessee
$261K 7,327 – –
WWM
13
Western Wealth Management
Colorado
$236K 6,599 -739 -10%
AA
14
Addison Advisors
Vermont
$170K 4,770 +4,770 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$83K 2,315 +2,315 New
CFGS
16
Concourse Financial Group Securities
Alabama
$79K 2,211 +232 +12%
KFI
17
Key Financial Inc
Pennsylvania
$57K 1,572 – –
HDIM
18
Hanson & Doremus Investment Management
Vermont
$56K 1,561 -472 -23%
NSIM
19
North Star Investment Management
Illinois
$47K 1,325 – –
AIP
20
Ameritas Investment Partners
Nebraska
$44K 1,239 +381 +44%
HBW
21
Hazlett, Burt & Watson
West Virginia
$24K 692 +3 +0.4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$17K 475 – –
GWSG
23
GPS Wealth Strategies Group
Colorado
$17K 474 – –
GRP
24
Global Retirement Partners
California
$2K 50 – –
UBS Group
25
UBS Group
Switzerland
$1K 28 -770 -96%
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