Tortoise Global Water ETF
TBLU
35 hedge funds and large institutions have $17.9M invested in Tortoise Global Water ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
2.57% more ownership
Funds ownership: 31.81% → 34.38% (+2.6%)
4% more capital invested
Capital invested by funds: $17.2M → $17.9M (+$723K)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
3% less funds holding
Funds holding: 36 → 35 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$826K |
| 2 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$531K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$473K |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$411K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$737K |
| 2 |
Jane Street
New York
|
-$407K |
| 3 |
MCCP
Mission Creek Capital Partners
San Francisco,
California
|
-$301K |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$277K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$213K |
TBLU Hedge Fund Activity: Q1 2025 in Review
35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q1 2025, worth a combined $17.9M — up 4.2% from $17.2M a quarter earlier.
Fund positioning in TBLU was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 12 added to existing stakes and 9 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $826K. The largest seller was Equitable Holdings, cutting an estimated $737K.
- 35 institutional investors held Tortoise Global Water ETF (TBLU) as of Q1 2025, down from 36 in Q4 2024.
- Funds reported $17.9M of Tortoise Global Water ETF stock for Q1 2025, up 4.2% quarter-over-quarter.
- 7 funds opened new Tortoise Global Water ETF positions in Q1 2025 and 7 closed out, a net change of 0 holders.
- The largest Tortoise Global Water ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $826K added.
- The largest Tortoise Global Water ETF seller in Q1 2025 was Equitable Holdings, an estimated $737K sold.
Based on aggregated 13F filings for Q1 2025.