Tortoise Electrification Infrastructure ETF
TPZ
35 hedge funds and large institutions have $33.4M invested in Tortoise Electrification Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
9% more funds holding
Funds holding: 32 → 35 (+3)
5% less capital invested
Capital invested by funds: $35.1M → $33.4M (-$1.69M)
1.78% less ownership
Funds ownership: 41.63% → 39.85% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.23M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$357K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$222K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$209K |
| 5 |
ZP
Zimmer Partners
New York
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.86M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$942K |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$445K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$335K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$188K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZP
26
Zimmer Partners
New York
| $193K | +$198K | +15,012 | New |
|
|
NAS
27
NWF Advisory Services
Los Angeles,
California
| $170K | +$170K | +12,900 | New |
|
|
WW
28
Waterfront Wealth
Overland Park,
Kansas
| $146K | – | – | – |
|
|
MA
29
Montag & Associates
Atlanta,
Georgia
| $145K | – | – | – |
|
|
EP
30
Eudaimonia Partners
Winchester,
Tennessee
| $136K | +$3.12K | +237 | +2% |
|
31
First Trust Advisors
Wheaton,
Illinois
| $133K | +$137K | +10,377 | New |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $51K | – | – | – |
|
|
PTC
33
Private Trust Company
Cleveland,
Ohio
| $25.7K | – | – | – |
|
|
SIC
34
Salem Investment Counselors
Winston Salem,
North Carolina
| $15.4K | +$15.8K | +1,200 | New |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| $11.8K | – | – | – |
|
|
WP
36
Woodline Partners
San Francisco,
California
| – | -$942K | -73,851 | Closed |
|
|
JMPWA
37
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$188K | -14,705 | Closed |
|
|
PFO
38
Pathstone Family Office
Englewood,
New Jersey
| – | -$445K | -1,076 | Closed |
|
TPZ Hedge Fund Activity: Q1 2023 in Review
35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q1 2023, worth a combined $33.4M — down 4.8% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TPZ positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Bulldog Investors, opening a new position worth an estimated $1.23M. The largest seller was Sit Investment Associates, cutting an estimated $2.86M.
- 35 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q1 2023, up from 32 in Q4 2022.
- Funds reported $33.4M of Tortoise Electrification Infrastructure ETF stock for Q1 2023, down 4.8% quarter-over-quarter.
- 6 funds opened new Tortoise Electrification Infrastructure ETF positions in Q1 2023 and 3 closed out, a net change of +3 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q1 2023 was Bulldog Investors, an estimated $1.23M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q1 2023 was Sit Investment Associates, an estimated $2.86M sold.
Based on aggregated 13F filings for Q1 2023.