Tortoise Electrification Infrastructure ETF
TPZ
33 hedge funds and large institutions have $27.9M invested in Tortoise Electrification Infrastructure ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
40% more capital invested
Capital invested by funds: $20M → $27.9M (+$7.93M)
6% more funds holding
Funds holding: 31 → 33 (+2)
2.54% more ownership
Funds ownership: 33.7% → 36.24% (+2.5%)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $112K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
+$2.29M |
| 2 |
RVPG
Relative Value Partners Group
|
+$786K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$719K |
| 4 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$182K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$991K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$395K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$264K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$250K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Millennium Management
New York
| $172K | +$150K | +15,540 | New |
|
|
KPWS
27
Kestra Private Wealth Services
Austin,
Texas
| $145K | -$89.1K | -9,203 | -41% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $126K | -$62.6K | -6,470 | -36% |
|
|
JMPWA
29
JP Morgan Private Wealth Advisors
San Francisco,
California
| $116K | -$14.4K | -1,492 | -12% |
|
|
AI
30
ArchPoint Investors
Coral Gables,
Florida
| $10K | +$8.95K | +925 | New |
|
31
Citigroup
New York
| $6K | -$2.42K | -250 | -33% |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
WAM
33
Wolverine Asset Management
Chicago,
Illinois
| – | -$157K | -18,448 | Closed |
|
34
Invesco
Atlanta,
Georgia
| – | -$139K | -16,289 | Closed |
|
|
EP
35
Eudaimonia Partners
Winchester,
Tennessee
| – | -$111K | -11,435 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$10 | +1 | New |
|
TPZ Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2020, worth a combined $27.9M — up 40% from $20M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TPZ positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Bard Associates, opening a new position worth an estimated $2.29M. The largest seller was Advisors Asset Management, cutting an estimated $991K.
- 33 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $27.9M of Tortoise Electrification Infrastructure ETF stock for Q4 2020, up 40% quarter-over-quarter.
- 6 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2020 was Bard Associates, an estimated $2.29M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q4 2020 was Advisors Asset Management, an estimated $991K sold.
Based on aggregated 13F filings for Q4 2020.