We are live on ! Find out more
TBLU

Tortoise Global Water ETF

36 hedge funds and large institutions have $17.2M invested in Tortoise Global Water ETF 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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $14.2M → $17.2M (+$2.93M)

11.37% more ownership

Funds ownership: 20.44%31.81% (+11%)

6% more funds holding

Funds holding: 3436 (+2)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.47%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.09M +$1.44M +29,161 +189%
WWA
2
WCG Wealth Advisors
Nevada
$1.81M +$22.3K +452 +1%
NI
3
Natural Investments
California
$1.45M +$1.52M +30,893 New
EH
4
Equitable Holdings
New York
$1.41M -$32.6K -660 -2%
CFG
5
Clayton Financial Group
Missouri
$961K
CCM
6
Colorado Capital Management
Colorado
$944K -$243K -4,919 -20%
LPL Financial
7
LPL Financial
California
$864K -$92.4K -1,873 -9%
PWA
8
Phoenix Wealth Advisors
North Carolina
$855K +$247 +5 +0%
Mariner
9
Mariner
Kansas
$741K -$740 -15 -0.1%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$725K +$759K +15,375 New
Raymond James Financial
11
Raymond James Financial
Florida
$606K +$638K +12,924 New
AIM
12
Archer Investment Management
Texas
$597K +$628K +12,724 New
BCI
13
Brinker Capital Investments
Pennsylvania
$492K -$235K -4,761 -31%
OPS
14
Orion Portfolio Solutions
Nebraska
$492K -$235K -4,761 -31%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$483K +$508K +10,295 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$390K
BFM
17
Boston Financial Management
Massachusetts
$375K -$6.42K -130 -2%
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$368K +$11.2K +227 +3%
MCCP
19
Mission Creek Capital Partners
California
$301K -$1.73K -35 -0.5%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$277K +$54.5K +1,105 +23%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$213K +$224K +4,539 New
CFGS
22
Concourse Financial Group Securities
Alabama
$122K -$3.4K -69 -3%
Morgan Stanley
23
Morgan Stanley
New York
$108K -$99 -2 -0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$83.9K +$6.32K +128 +8%
AIP
25
Ameritas Investment Partners
Nebraska
$75.5K -$161K -3,270 -67%

TBLU Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q4 2024, worth a combined $17.2M — up 21% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TBLU positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $1.44M. The largest seller was Virtu Financial, exiting entirely with an estimated $275K sold.

  • 36 institutional investors held Tortoise Global Water ETF (TBLU) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $17.2M of Tortoise Global Water ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 8 funds opened new Tortoise Global Water ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest Tortoise Global Water ETF buyer in Q4 2024 was Jane Street, an estimated $1.44M added.
  • The largest Tortoise Global Water ETF seller in Q4 2024 was Virtu Financial, an estimated $275K sold.

Based on aggregated 13F filings for Q4 2024.