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TBLU

Tortoise Global Water ETF

38 hedge funds and large institutions have $15.2M invested in Tortoise Global Water ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3738 (+1)

5% less capital invested

Capital invested by funds: $16M → $15.2M (-$758K)

4.96% less ownership

Funds ownership: 28.76%23.8% (-5%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$1.55M +$419K +7,809 +37%
GS
2
GTS Securities
New York
$1.33M +$467K +8,705 +54%
PWA
3
Phoenix Wealth Advisors
North Carolina
$977K +$3.06K +57 +0.3%
LPL Financial
4
LPL Financial
California
$917K -$26.5K -494 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$808K +$59K +1,100 +8%
EH
6
Equitable Holdings
New York
$801K +$3.49K +65 +0.4%
BCI
7
Brinker Capital Investments
Pennsylvania
$775K +$379K +7,061 +94%
WWA
8
WCG Wealth Advisors
Nevada
$689K -$1.53M -28,600 -69%
Mariner
9
Mariner
Kansas
$673K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$656K -$5.04K -94 -0.8%
CCM
11
Colorado Capital Management
Colorado
$652K -$82.2K -1,533 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$647K +$241K +4,499 +59%
UBS Group
13
UBS Group
Switzerland
$581K +$11.2K +209 +2%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$568K +$574K +10,703 New
Citadel Advisors
15
Citadel Advisors
Florida
$523K +$67.8K +1,263 +15%
SEIA
16
Signature Estate & Investment Advisors
California
$466K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$448K +$2.15K +40 +0.5%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$448K
FTUS
19
Flow Traders U.S.
New York
$278K +$280K +5,210 New
VF
20
Virtu Financial
New York
$257K +$259K +4,828 New
OWA
21
Octavia Wealth Advisors
Ohio
$210K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$200K +$202K +3,759 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$148K -$88K -1,640 -37%
Morgan Stanley
24
Morgan Stanley
New York
$122K -$54 -1 -0%
KFI
25
Key Financial Inc
Pennsylvania
$83.4K

TBLU Hedge Fund Activity: Q3 2025 in Review

38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q3 2025, worth a combined $15.2M — down 4.7% from $16M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TBLU positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $574K. The largest seller was WCG Wealth Advisors, cutting an estimated $1.53M.

  • 38 institutional investors held Tortoise Global Water ETF (TBLU) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $15.2M of Tortoise Global Water ETF stock for Q3 2025, down 4.7% quarter-over-quarter.
  • 6 funds opened new Tortoise Global Water ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest Tortoise Global Water ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $574K added.
  • The largest Tortoise Global Water ETF seller in Q3 2025 was WCG Wealth Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2025.