Tortoise Electrification Infrastructure ETF
TPZ
37 hedge funds and large institutions have $34.4M invested in Tortoise Electrification Infrastructure ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
6% more funds holding
Funds holding: 35 → 37 (+2)
3% more capital invested
Capital invested by funds: $33.4M → $34.4M (+$932K)
0.07% less ownership
Funds ownership: 39.85% → 39.78% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$882K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$157K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$72K |
| 4 |
Rockefeller Capital Management
New York
|
+$64.4K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$52.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$327K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$310K |
| 3 |
RVPG
Relative Value Partners Group
|
-$258K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$257K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $209K | -$772 | -60 | -0.4% |
|
|
ZP
27
Zimmer Partners
New York
| $198K | – | – | – |
|
|
NAS
28
NWF Advisory Services
Los Angeles,
California
| $170K | – | – | – |
|
|
WW
29
Waterfront Wealth
Overland Park,
Kansas
| $155K | – | – | – |
|
|
MA
30
Montag & Associates
Atlanta,
Georgia
| $150K | – | – | – |
|
|
EP
31
Eudaimonia Partners
Winchester,
Tennessee
| $136K | -$3.24K | -252 | -2% |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $53K | – | – | – |
|
|
PTC
33
Private Trust Company
Cleveland,
Ohio
| $26.4K | – | – | – |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $12.2K | – | – | – |
|
35
Bank of America
Charlotte,
North Carolina
| $3.3K | +$3.22K | +250 | New |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.29K | +100 | New |
|
37
Fidelity Investments
Boston,
Massachusetts
| $13 | +$13 | +1 | New |
|
|
SIC
38
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$15.4K | -1,200 | Closed |
|
TPZ Hedge Fund Activity: Q2 2023 in Review
37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q2 2023, worth a combined $34.4M — up 2.8% from $33.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TPZ positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $882K. The largest seller was UBS Group, cutting an estimated $327K.
- 37 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q2 2023, up from 35 in Q1 2023.
- Funds reported $34.4M of Tortoise Electrification Infrastructure ETF stock for Q2 2023, up 2.8% quarter-over-quarter.
- 3 funds opened new Tortoise Electrification Infrastructure ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q2 2023 was Bulldog Investors, an estimated $882K added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q2 2023 was UBS Group, an estimated $327K sold.
Based on aggregated 13F filings for Q2 2023.