TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

36 hedge funds and large institutions have $17.2M invested in Tortoise Global Water Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
1
Natural Investments
California
$1.45M
2
Jane Street
2
Jane Street
New York
$2.09M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$725K
4
Raymond James Financial
4
Raymond James Financial
Florida
$606K
5
AIM
5
Archer Investment Management
Texas
$597K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CCM
2
Colorado Capital Management
Colorado
$944K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$492K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$492K
5
AIP
5
Ameritas Investment Partners
Nebraska
$75.5K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.09M 44,555 +29,161 +189%
WWA
2
WCG Wealth Advisors
Nevada
$1.82M 38,672 +452 +1%
NI
3
Natural Investments
California
$1.45M 30,893 +30,893 New
EH
4
Equitable Holdings
New York
$1.41M 30,154 -660 -2%
CFG
5
Clayton Financial Group
Missouri
$961K 20,489 – –
CCM
6
Colorado Capital Management
Colorado
$944K 20,116 -4,919 -20%
LPL Financial
7
LPL Financial
California
$864K 18,422 -1,873 -9%
PWA
8
Phoenix Wealth Advisors
North Carolina
$855K 18,221 +5 +0%
Mariner
9
Mariner
Kansas
$741K 15,792 -15 -0.1%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$725K 15,375 +15,375 New
Raymond James Financial
11
Raymond James Financial
Florida
$606K 12,924 +12,924 New
AIM
12
Archer Investment Management
Texas
$597K 12,724 +12,724 New
BCI
13
Brinker Capital Investments
Pennsylvania
$492K 10,489 -4,761 -31%
OPS
14
Orion Portfolio Solutions
Nebraska
$492K 10,489 -4,761 -31%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$483K 10,295 +10,295 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$390K 8,400 – –
BFM
17
Boston Financial Management
Massachusetts
$375K 7,986 -130 -2%
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$368K 7,836 +227 +3%
MCCP
19
Mission Creek Capital Partners
California
$301K 6,414 -35 -0.5%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$277K 5,904 +1,105 +23%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$213K 4,539 +4,539 New
CFGS
22
Concourse Financial Group Securities
Alabama
$122K 2,551 -69 -3%
Morgan Stanley
23
Morgan Stanley
New York
$108K 2,299 -2 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$83.9K 1,788 +128 +8%
AIP
25
Ameritas Investment Partners
Nebraska
$75.5K 1,609 -3,270 -67%
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