Tortoise Electrification Infrastructure ETF
TPZ
32 hedge funds and large institutions have $36M invested in Tortoise Electrification Infrastructure ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $32.2M → $36M (+$3.79M)
1.42% more ownership
Funds ownership: 15.89% → 17.31% (+1.4%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
6% less funds holding
Funds holding: 34 → 32 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.88M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.06M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$285K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$262K |
| 5 |
Morgan Stanley
New York
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$722K |
| 2 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$337K |
| 3 |
SG Americas Securities
New York
|
-$276K |
| 4 |
CFN
Cordasco Financial Network
Naples,
Florida
|
-$234K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$229K |
TPZ Hedge Fund Activity: Q1 2015 in Review
32 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q1 2015, worth a combined $36M — up 12% from $32.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of TPZ and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $2.88M. The largest seller was TFS Capital, exiting entirely with an estimated $722K sold.
- 32 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q1 2015, down from 34 in Q4 2014.
- Funds reported $36M of Tortoise Electrification Infrastructure ETF stock for Q1 2015, up 12% quarter-over-quarter.
- 7 funds opened new Tortoise Electrification Infrastructure ETF positions in Q1 2015 and 8 closed out, a net change of -1 holder.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q1 2015 was Advisors Asset Management, an estimated $2.88M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q1 2015 was TFS Capital, an estimated $722K sold.
Based on aggregated 13F filings for Q1 2015.