Tortoise Electrification Infrastructure ETF
TPZ
28 hedge funds and large institutions have $25.7M invested in Tortoise Electrification Infrastructure ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
22% more funds holding
Funds holding: 23 → 28 (+5)
7% more capital invested
Capital invested by funds: $24M → $25.7M (+$1.71M)
0.28% more ownership
Funds ownership: 11.93% → 12.21% (+0.28%)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
+$552K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$286K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$235K |
| 4 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
+$148K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$814K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$666K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$308K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$308K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $6K | +$1.67K | +68 | +45% |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $2K | – | – | – |
|
28
Citigroup
New York
| $1K | -$295 | -12 | -20% |
|
|
AAM
29
Advisors Asset Management
Monument,
Colorado
| – | -$666K | -27,027 | Closed |
|
TPZ Hedge Fund Activity: Q4 2013 in Review
28 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2013, worth a combined $25.7M — up 7.1% from $24M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TPZ positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was SII Investments, opening a new position worth an estimated $552K. The largest seller was UBS, cutting an estimated $814K.
- 28 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2013, up from 23 in Q3 2013.
- Funds reported $25.7M of Tortoise Electrification Infrastructure ETF stock for Q4 2013, up 7.1% quarter-over-quarter.
- 7 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2013 and 1 closed out, a net change of +6 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2013 was SII Investments, an estimated $552K added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q4 2013 was UBS, an estimated $814K sold.
Based on aggregated 13F filings for Q4 2013.