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TPZ

Tortoise Electrification Infrastructure ETF
TPZ

36 hedge funds and large institutions have $36.3M invested in Tortoise Electrification Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 35 → 36 (+1)

2.68% more ownership

Funds ownership: 41.28% → 43.96% (+2.7%)

1% more capital invested

Capital invested by funds: $36M → $36.3M (+$246K)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
+$1.73M
2
SCM
Saba Capital Management
New York
+$923K
3
Morgan Stanley
Morgan Stanley
New York
+$439K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$386K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$263K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.04M
2
RVPG
Relative Value Partners Group
-$1.02M
3
WAM
Wolverine Asset Management
Illinois
-$703K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$441K
5
BA
Bard Associates
Illinois
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$174K +$167K +12,400 New
MA
27
Montag & Associates
Georgia
$159K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$141K +$136K +10,080 New
SOA
29
Sea Otter Advisors
Florida
$95.1K +$19.9K +1,474 +28%
WAM
30
Wolverine Asset Management
Illinois
$56.6K -$703K -52,065 -93%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$56K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$46K -$254K -18,828 -85%
PTC
33
Private Trust Company
Ohio
$28K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$12.9K – – –
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$9.81K +$9.45K +700 New
Bank of America
36
Bank of America
North Carolina
$3.5K – – –
SIA
37
Sit Investment Associates
Minnesota
– -$2.04M -152,645 Closed
MGAM
38
McGowan Group Asset Management
Texas
– -$277K -20,698 Closed
EP
39
Eudaimonia Partners
Tennessee
– -$141K -10,537 Closed
1
2

TPZ Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2023, worth a combined $36.3M — up 0.68% from $36M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TPZ positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $1.73M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.04M sold.

  • 36 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $36.3M of Tortoise Electrification Infrastructure ETF stock for Q4 2023, up 0.68% quarter-over-quarter.
  • 4 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2023 was Bulldog Investors, an estimated $1.73M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q4 2023 was Sit Investment Associates, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2023.