TBLU

Tortoise Global Water Fund
TBLU

Overview Fund Activity

35 hedge funds and large institutions have $17.9M invested in Tortoise Global Water Fund 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.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$826K
2
GS
GWN Securities
Florida
$564K
3
UBS Group
UBS Group
Switzerland
$541K
4
SEIA
Signature Estate & Investment Advisors
California
$411K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$369K

Top Sellers

1
EH
Equitable Holdings
New York
$690K
2
Jane Street
Jane Street
New York
$1.7M
3
MCCP
Mission Creek Capital Partners
California
$0
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$1.7M -$407K -8,598 -19%
WWA
2
WCG Wealth Advisors
Nevada
$1.69M -$136K -2,877 -7%
NI
3
Natural Investments
California
$1.49M +$28.5K +602 +2%
CFG
4
Clayton Financial Group
Missouri
$953K -$16.7K -353 -2%
PWA
5
Phoenix Wealth Advisors
North Carolina
$876K +$14.1K +298 +2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$826K +$826K +17,454 New
Mariner
7
Mariner
Kansas
$787K +$39.3K +831 +5%
LPL Financial
8
LPL Financial
California
$783K -$88.7K -1,875 -10%
HIIFS
9
Harel Insurance Investments & Financial Services
Israel
$771K +$43.2K +912 +6%
CCM
10
Colorado Capital Management
Colorado
$757K -$195K -4,120 -20%
EH
11
Equitable Holdings
New York
$690K -$737K -15,564 -52%
Raymond James Financial
12
Raymond James Financial
Florida
$655K +$43.3K +915 +7%
BCI
13
Brinker Capital Investments
Pennsylvania
$617K +$120K +2,546 +24%
OPS
14
Orion Portfolio Solutions
Nebraska
$617K +$120K +2,546 +24%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$587K +$99.8K +2,108 +20%
GS
16
GWN Securities
Florida
$564K +$564K +11,216 New
UBS Group
17
UBS Group
Switzerland
$541K +$473K +9,989 +694%
AIM
18
Archer Investment Management
Texas
$535K -$67.2K -1,420 -11%
SEIA
19
Signature Estate & Investment Advisors
California
$411K +$411K +8,687 New
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$371K +$568 +12 +0.2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$369K +$369K +7,791 New
VF
22
Virtu Financial
New York
$364K +$364K +7,699 New
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$360K – – –
Morgan Stanley
24
Morgan Stanley
New York
$109K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$93.8K +$9.18K +194 +11%
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