Tortoise Electrification Infrastructure ETF
TPZ
32 hedge funds and large institutions have $35.1M invested in Tortoise Electrification Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 30 → 32 (+2)
1% more capital invested
Capital invested by funds: $34.6M → $35.1M (+$505K)
0.81% less ownership
Funds ownership: 42.44% → 41.63% (-0.81%)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.23M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
+$980K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$880K |
| 4 |
Rockefeller Capital Management
New York
|
+$367K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.66M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.55M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$458K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$427K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WW
26
Waterfront Wealth
Overland Park,
Kansas
| $156K | -$8.62K | -650 | -5% |
|
|
MA
27
Montag & Associates
Atlanta,
Georgia
| $144K | – | – | – |
|
|
EP
28
Eudaimonia Partners
Winchester,
Tennessee
| $132K | -$12.9K | -976 | -9% |
|
29
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $128K | – | – | – |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $51K | – | – | – |
|
|
PTC
31
Private Trust Company
Cleveland,
Ohio
| $26K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $11.7K | – | – | – |
|
|
BI
33
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$1.66M | -132,659 | Closed |
|
|
AC
34
Almitas Capital
Santa Monica,
California
| – | -$427K | -34,191 | Closed |
|
35
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$194K | -15,500 | Closed |
|
TPZ Hedge Fund Activity: Q4 2022 in Review
32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2022, worth a combined $35.1M — up 1.5% from $34.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TPZ positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.23M. The largest seller was Bulldog Investors, exiting entirely with an estimated $1.66M sold.
- 32 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $35.1M of Tortoise Electrification Infrastructure ETF stock for Q4 2022, up 1.5% quarter-over-quarter.
- 6 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2022 and 4 closed out, a net change of +2 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2022 was Thomas J. Herzfeld Advisors, an estimated $2.23M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q4 2022 was Bulldog Investors, an estimated $1.66M sold.
Based on aggregated 13F filings for Q4 2022.