Tortoise Electrification Infrastructure ETF
TPZ
33 hedge funds and large institutions have $34.5M invested in Tortoise Electrification Infrastructure ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 32 → 33 (+1)
2.27% more ownership
Funds ownership: 37.01% → 39.28% (+2.3%)
3% more capital invested
Capital invested by funds: $33.7M → $34.5M (+$854K)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$894K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$858K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$647K |
| 4 |
QC
Quantedge Capital
Singapore
|
+$521K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.07M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$382K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$160K |
| 4 |
6M
6 Meridian
Wichita,
Kansas
|
-$102K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$56.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Goldman Sachs
New York
| $161K | +$3.41K | +260 | +2% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $147K | -$35.3K | -2,689 | -20% |
|
|
EP
28
Eudaimonia Partners
Winchester,
Tennessee
| $134K | -$3.62K | -276 | -3% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $54K | – | – | – |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $53K | +$42K | +3,200 | +400% |
|
31
Koshinski Asset Management
Decatur,
Illinois
| $6.62K | +$6.57K | +500 | New |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
|
AWM
33
Activest Wealth Management
Aventure,
Florida
| $1K | – | – | – |
|
|
HWAM
34
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$160K | -11,643 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$5K | -400 | Closed |
|
36
Citigroup
New York
| – | -$3K | -250 | Closed |
|
TPZ Hedge Fund Activity: Q3 2021 in Review
33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q3 2021, worth a combined $34.5M — up 2.5% from $33.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TPZ positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $894K. The largest seller was Advisors Asset Management, cutting an estimated $1.07M.
- 33 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q3 2021, up from 32 in Q2 2021.
- Funds reported $34.5M of Tortoise Electrification Infrastructure ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
- 4 funds opened new Tortoise Electrification Infrastructure ETF positions in Q3 2021 and 3 closed out, a net change of +1 holder.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q3 2021 was Rivernorth Capital Management, an estimated $894K added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q3 2021 was Advisors Asset Management, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2021.