TBLU

Tortoise Global Water Fund

37 hedge funds and large institutions have $14M invested in Tortoise Global Water Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWA
1
WCG Wealth Advisors
Nevada
$1.73M 38,193 +4,322 +13%
EH
2
Equitable Holdings
New York
$1.38M 30,544 +5,202 +21%
CCM
3
Colorado Capital Management
Colorado
$1.26M 27,879 -5,230 -16%
Jane Street
4
Jane Street
New York
$896K 19,790 -33,312 -63%
CFG
5
Clayton Financial Group
Missouri
$893K 19,104 +487 +3%
LPL Financial
6
LPL Financial
California
$865K 19,099 -3,717 -16%
PWA
7
Phoenix Wealth Advisors
North Carolina
$819K 18,088 -175 -1%
OPS
8
Orion Portfolio Solutions
Nebraska
$771K 17,019 -3,793 -18%
BCI
9
Brinker Capital Investments
Pennsylvania
$771K 17,019 -3,793 -18%
Mariner
10
Mariner
Kansas
$715K 15,796
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$626K 13,831 +2,290 +20%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$433K 9,556 -640 -6%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$395K 8,717 +224 +3%
BFM
14
Boston Financial Management
Massachusetts
$393K 8,683 -495 -5%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$384K 8,400
MCCP
16
Mission Creek Capital Partners
California
$305K 6,729 -6,260 -48%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$267K 5,904 +1,105 +23%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$226K 4,990 +4,990 New
AIP
19
Ameritas Investment Partners
Nebraska
$221K 4,879 +2,140 +78%
CFGS
20
Concourse Financial Group Securities
Alabama
$113K 2,500 -163 -6%
Morgan Stanley
21
Morgan Stanley
New York
$104K 2,299 +1 +0%
KFI
22
Key Financial Inc
Pennsylvania
$71.2K 1,572
CPG
23
Custom Portfolio Group
Colorado
$60K 1,325
NSIM
24
North Star Investment Management
Illinois
$60K 1,325
HBW
25
Hazlett, Burt & Watson
West Virginia
$44K 983