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TPZ

Tortoise Electrification Infrastructure ETF

38 hedge funds and large institutions have $35.8M invested in Tortoise Electrification Infrastructure ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 26.12%27.21% (+1.1%)

4% more capital invested

Capital invested by funds: $34.4M → $35.8M (+$1.37M)

7% less funds holding

Funds holding: 4138 (-3)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.4M -$287K -13,285 -4%
BA
2
Bard Associates
Illinois
$5.57M -$116K -5,374 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.96M +$2.7M +124,837 +1,170%
AAM
4
Advisors Asset Management
Colorado
$2.62M -$11K -509 -0.4%
LPL Financial
5
LPL Financial
California
$2.17M +$163K +7,561 +8%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$2.07M -$134K -6,210 -6%
DADC
7
D.A. Davidson & Co
Montana
$1.8M -$752K -34,778 -30%
Morgan Stanley
8
Morgan Stanley
New York
$1.79M -$120K -5,572 -6%
UPS
9
UHLMANN PRICE SECURITIES
Illinois
$1.62M -$29.1K -1,345 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.54M -$99.2K -4,592 -6%
EPW
11
Evolve Private Wealth
California
$874K -$55.5K -2,566 -6%
GS
12
GTS Securities
New York
$820K +$240K +11,126 +42%
Jane Street
13
Jane Street
New York
$580K +$322K +14,919 +129%
Osaic Holdings
14
Osaic Holdings
Arizona
$567K +$50.1K +2,316 +10%
Truist Financial
15
Truist Financial
North Carolina
$559K -$59.4K -2,750 -10%
MCM
16
MAI Capital Management
Ohio
$412K +$2.9K +134 +0.7%
CAM
17
Concorde Asset Management
Michigan
$383K -$15.1K -700 -4%
NAS
18
NWF Advisory Services
California
$354K +$49.7K +2,300 +17%
Creative Planning
19
Creative Planning
Kansas
$343K +$9.03K +418 +3%
Raymond James Financial
20
Raymond James Financial
Florida
$328K -$5.17K -239 -2%
OMC
21
Old Mission Capital
Illinois
$321K -$54.7K -2,531 -15%
First Trust Advisors
22
First Trust Advisors
Illinois
$271K -$584 -27 -0.2%
MGAM
23
McGowan Group Asset Management
Texas
$267K +$1.73K +80 +0.7%
BHPW
24
Beverly Hills Private Wealth
California
$226K
TPWM
25
Twelve Points Wealth Management
Massachusetts
$208K +$205K +9,503 New

TPZ Hedge Fund Activity: Q1 2026 in Review

38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q1 2026, worth a combined $35.8M — up 4% from $34.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TPZ and 4 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 10 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.7M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $2.87M sold.

  • 38 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q1 2026, down from 41 in Q4 2025.
  • Funds reported $35.8M of Tortoise Electrification Infrastructure ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 4 funds opened new Tortoise Electrification Infrastructure ETF positions in Q1 2026 and 7 closed out, a net change of -3 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q1 2026 was Cetera Investment Advisers, an estimated $2.7M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2026.