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TBLU

Tortoise Global Water ETF

37 hedge funds and large institutions have $16M invested in Tortoise Global Water ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

6% more funds holding

Funds holding: 3537 (+2)

5.62% less ownership

Funds ownership: 34.38%28.76% (-5.6%)

11% less capital invested

Capital invested by funds: $17.9M → $16M (-$1.91M)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
WCG Wealth Advisors
Nevada
$2.2M +$286K +5,734 +16%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$1.13M +$250K +5,004 +31%
NI
3
Natural Investments
California
$1.01M -$617K -12,351 -39%
PWA
4
Phoenix Wealth Advisors
North Carolina
$967K -$11.8K -237 -1%
LPL Financial
5
LPL Financial
California
$937K +$57.6K +1,153 +7%
GS
6
GTS Securities
New York
$857K +$809K +16,195 New
EH
7
Equitable Holdings
New York
$792K +$19.3K +386 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$744K +$11.3K +227 +2%
CCM
9
Colorado Capital Management
Colorado
$729K -$111K -2,226 -14%
Mariner
10
Mariner
Kansas
$669K -$199K -3,988 -24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$656K +$200 +4 +0%
AIM
12
Archer Investment Management
Texas
$640K +$39.3K +788 +7%
UBS Group
13
UBS Group
Switzerland
$566K -$36.2K -725 -6%
SEIA
14
Signature Estate & Investment Advisors
California
$463K +$3.3K +66 +0.8%
Citadel Advisors
15
Citadel Advisors
Florida
$453K +$427K +8,557 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$444K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$443K +$29.1K +582 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$403K +$281K +5,634 +284%
BCI
19
Brinker Capital Investments
Pennsylvania
$396K -$277K -5,548 -43%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$362K -$49.9K -999 -13%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$234K -$651K -13,034 -75%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$211K +$199K +3,995 New
OWA
23
Octavia Wealth Advisors
Ohio
$209K +$197K +3,947 New
Morgan Stanley
24
Morgan Stanley
New York
$122K
KFI
25
Key Financial Inc
Pennsylvania
$83.2K

TBLU Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q2 2025, worth a combined $16M — down 11% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TBLU positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $809K. The largest seller was Jane Street, exiting entirely with an estimated $1.7M sold.

  • 37 institutional investors held Tortoise Global Water ETF (TBLU) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $16M of Tortoise Global Water ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 10 funds opened new Tortoise Global Water ETF positions in Q2 2025 and 6 closed out, a net change of +4 holders.
  • The largest Tortoise Global Water ETF buyer in Q2 2025 was GTS Securities, an estimated $809K added.
  • The largest Tortoise Global Water ETF seller in Q2 2025 was Jane Street, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2025.