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TBLU

Tortoise Global Water ETF

41 hedge funds and large institutions have $18.9M invested in Tortoise Global Water ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $15.2M → $18.9M (+$3.66M)

11.19% more ownership

Funds ownership: 23.8%34.99% (+11%)

8% more funds holding

Funds holding: 3841 (+3)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
WCG Wealth Advisors
Nevada
$3.43M +$2.88M +54,594 +422%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$2.12M +$627K +11,876 +41%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.87M +$1.88M +35,561 New
HH
4
Hilltop Holdings
Texas
$1.24M +$1.28M +24,319 New
MFP
5
Meramec Financial Planners
Missouri
$1.13M +$1.07M +20,302 New
PWA
6
Phoenix Wealth Advisors
North Carolina
$930K -$1.8K -34 -0.2%
LPL Financial
7
LPL Financial
California
$879K +$5.28K +100 +0.6%
EH
8
Equitable Holdings
New York
$816K +$54.2K +1,027 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$784K +$14.5K +274 +2%
NI
10
Natural Investments
California
$714K +$743K +14,063 New
Mariner
11
Mariner
Kansas
$642K
CCM
12
Colorado Capital Management
Colorado
$614K -$7.92K -150 -1%
SEIA
13
Signature Estate & Investment Advisors
California
$445K
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$444K +$17.4K +330 +4%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$427K
FTUS
16
Flow Traders U.S.
New York
$335K +$73.5K +1,391 +27%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$323K -$230K -4,359 -41%
BCI
18
Brinker Capital Investments
Pennsylvania
$289K -$468K -8,865 -61%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$247K +$58.7K +1,112 +30%
MMH
20
Menora Mivtachim Holdings
Israel
$230K +$239K +4,532 New
OWA
21
Octavia Wealth Advisors
Ohio
$206K
Morgan Stanley
22
Morgan Stanley
New York
$119K +$1.95K +37 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$83.2K -$553K -10,478 -86%
KFI
24
Key Financial Inc
Pennsylvania
$79.9K
HBW
25
Hazlett, Burt & Watson
West Virginia
$70K

TBLU Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q4 2025, worth a combined $18.9M — up 24% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TBLU positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was WCG Wealth Advisors, adding an estimated $2.88M. The largest seller was GTS Securities, exiting entirely with an estimated $1.33M sold.

  • 41 institutional investors held Tortoise Global Water ETF (TBLU) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $18.9M of Tortoise Global Water ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 8 funds opened new Tortoise Global Water ETF positions in Q4 2025 and 5 closed out, a net change of +3 holders.
  • The largest Tortoise Global Water ETF buyer in Q4 2025 was WCG Wealth Advisors, an estimated $2.88M added.
  • The largest Tortoise Global Water ETF seller in Q4 2025 was GTS Securities, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.