Tortoise Electrification Infrastructure ETF
TPZ
36 hedge funds and large institutions have $33.2M invested in Tortoise Electrification Infrastructure ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $27.2M → $33.2M (+$5.99M)
9% more funds holding
Funds holding: 33 → 36 (+3)
1.11% more ownership
Funds ownership: 24.55% → 25.66% (+1.1%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.43M |
| 2 |
OWD
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
+$1.03M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$442K |
| 4 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$264K |
| 5 |
Neuberger Berman Group
New York
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$1.05M |
| 2 |
Morgan Stanley
New York
|
-$561K |
| 3 |
RVPG
Relative Value Partners Group
|
-$279K |
| 4 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$257K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
26
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $189K | -$1.05M | -57,885 | -85% |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $186K | +$38.9K | +2,134 | +27% |
|
|
KACA
28
Kayne Anderson Capital Advisors
Los Angeles,
California
| $186K | +$182K | +10,000 | New |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $106K | – | – | – |
|
30
Citigroup
New York
| $105K | -$1.82K | -100 | -2% |
|
|
WT
31
Whittier Trust
South Pasadena,
California
| $32K | +$655 | +36 | +2% |
|
|
FHB
32
First Hawaiian Bank
Honolulu,
Hawaii
| $26K | – | – | – |
|
|
AI
33
ArchPoint Investors
Coral Gables,
Florida
| $17K | – | – | – |
|
|
BFEC
34
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $16K | – | – | – |
|
|
PCG
35
Private Capital Group
West Hartford,
Connecticut
| $4K | – | – | – |
|
|
S
36
SignatureFD
Atlanta,
Georgia
| $2K | +$1.48K | +81 | New |
|
|
AIC
37
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$153K | -9,592 | Closed |
|
|
WAM
38
Wolverine Asset Management
Chicago,
Illinois
| – | -$47K | -3,006 | Closed |
|
TPZ Hedge Fund Activity: Q1 2019 in Review
36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q1 2019, worth a combined $33.2M — up 22% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TPZ positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.43M. The largest seller was Fort Washington Investment Advisors, cutting an estimated $1.05M.
- 36 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q1 2019, up from 33 in Q4 2018.
- Funds reported $33.2M of Tortoise Electrification Infrastructure ETF stock for Q1 2019, up 22% quarter-over-quarter.
- 6 funds opened new Tortoise Electrification Infrastructure ETF positions in Q1 2019 and 3 closed out, a net change of +3 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q1 2019 was Advisors Asset Management, an estimated $1.43M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q1 2019 was Fort Washington Investment Advisors, an estimated $1.05M sold.
Based on aggregated 13F filings for Q1 2019.