Tortoise Electrification Infrastructure ETF
TPZ
32 hedge funds and large institutions have $33.7M invested in Tortoise Electrification Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.
14% more capital invested
Capital invested by funds: $29.6M → $33.7M (+$4.12M)
1.82% more ownership
Funds ownership: 35.19% → 37.01% (+1.8%)
6% less funds holding
Funds holding: 34 → 32 (-2)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$1.67M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$459K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
+$355K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$331K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$615K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$389K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$387K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$387K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$282K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EP
26
Eudaimonia Partners
Winchester,
Tennessee
| $143K | +$2K | +154 | +1% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $56K | +$31.8K | +2,445 | +151% |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $11K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $5K | +$5.2K | +400 | New |
|
30
Citigroup
New York
| $3K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
|
AWM
32
Activest Wealth Management
Aventure,
Florida
| $1K | +$39 | +3 | New |
|
|
LCM
33
Landscape Capital Management
Englewood,
New Jersey
| – | -$389K | -32,177 | Closed |
|
|
WAM
34
Wolverine Asset Management
Chicago,
Illinois
| – | -$387K | -32,081 | Closed |
|
|
35
Mariner
Overland Park,
Kansas
| – | -$387K | -32,019 | Closed |
|
|
JMPWA
36
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$128K | -10,564 | Closed |
|
|
AI
37
ArchPoint Investors
Coral Gables,
Florida
| – | -$11K | -925 | Closed |
|
TPZ Hedge Fund Activity: Q2 2021 in Review
32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q2 2021, worth a combined $33.7M — up 14% from $29.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TPZ and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 9 added.
The largest buyer was Relative Value Partners Group, adding an estimated $1.67M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $615K.
- 32 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q2 2021, down from 34 in Q1 2021.
- Funds reported $33.7M of Tortoise Electrification Infrastructure ETF stock for Q2 2021, up 14% quarter-over-quarter.
- 3 funds opened new Tortoise Electrification Infrastructure ETF positions in Q2 2021 and 5 closed out, a net change of -2 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q2 2021 was Relative Value Partners Group, an estimated $1.67M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q2 2021 was Kayne Anderson Capital Advisors, an estimated $615K sold.
Based on aggregated 13F filings for Q2 2021.