TBLU

Tortoise Global Water Fund

37 hedge funds and large institutions have $15.6M invested in Tortoise Global Water Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
1
WCG Wealth Advisors
Nevada
$2.2M +$303K +5,734 +16%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$1.13M +$265K +5,004 +31%
NI
3
Natural Investments
California
$1.01M -$653K -12,351 -39%
PWA
4
Phoenix Wealth Advisors
North Carolina
$967K -$12.5K -237 -1%
LPL Financial
5
LPL Financial
California
$937K +$61K +1,153 +7%
GS
6
GTS Securities
New York
$857K +$857K +16,195 New
EH
7
Equitable Holdings
New York
$792K +$20.4K +386 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$744K +$12K +227 +2%
CCM
9
Colorado Capital Management
Colorado
$729K -$118K -2,226 -14%
Mariner
10
Mariner
Kansas
$669K -$211K -3,988 -24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$656K +$212 +4 +0%
AIM
12
Archer Investment Management
Texas
$640K +$41.7K +788 +7%
UBS Group
13
UBS Group
Switzerland
$566K -$38.4K -725 -6%
SEIA
14
Signature Estate & Investment Advisors
California
$463K +$3.49K +66 +0.8%
Citadel Advisors
15
Citadel Advisors
Florida
$453K +$453K +8,557 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$444K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$443K +$30.8K +582 +7%
BCI
18
Brinker Capital Investments
Pennsylvania
$396K -$294K -5,548 -43%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$362K -$52.9K -999 -13%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$234K -$690K -13,034 -75%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$211K +$211K +3,995 New
OWA
22
Octavia Wealth Advisors
Ohio
$209K +$209K +3,947 New
Morgan Stanley
23
Morgan Stanley
New York
$122K
KFI
24
Key Financial Inc
Pennsylvania
$83.2K
NSIM
25
North Star Investment Management
Illinois
$70.1K