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TPZ

Tortoise Electrification Infrastructure ETF

53 hedge funds and large institutions have $106M invested in Tortoise Electrification Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

114% more capital invested

Capital invested by funds: $49.6M → $106M (+$56.7M)

39% more funds holding

Funds holding: 3853 (+15)

2.33% less ownership

Funds ownership: 46.45%44.12% (-2.3%)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
20
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$567K +$553K +28,256 New
Truist Financial
27
Truist Financial
North Carolina
$555K +$1.35K +69 +0.3%
UBS Group
28
UBS Group
Switzerland
$507K +$122K +6,230 +33%
MCM
29
MAI Capital Management
Ohio
$439K +$428K +21,870 New
Raymond James Financial
30
Raymond James Financial
Florida
$437K +$427K +21,804 New
GS
31
GTS Securities
New York
$436K +$425K +21,728 New
CAM
32
Concorde Asset Management
Michigan
$403K +$393K +20,087 New
Mariner
33
Mariner
Kansas
$368K +$359K +18,331 New
First Trust Advisors
34
First Trust Advisors
Illinois
$358K -$10.5K -538 -3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$325K +$19.6K +1,000 +7%
AFG
36
Atomi Financial Group
New York
$316K +$308K +15,751 New
Creative Planning
37
Creative Planning
Kansas
$301K +$294K +15,017 New
SWA
38
Stratos Wealth Advisors
Ohio
$281K -$44K -2,247 -14%
MGAM
39
McGowan Group Asset Management
Texas
$238K +$1.27K +65 +0.6%
SCM
40
Saba Capital Management
New York
$225K -$4.24M -216,492 -95%
BHPW
41
Beverly Hills Private Wealth
California
$207K +$202K +10,320 New
Cerity Partners
42
Cerity Partners
New York
$205K +$200K +10,240 New
MA
43
Montag & Associates
Georgia
$177K -$48.9K -2,502 -22%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$129K +$120K +6,143 +2,267%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$82K +$79.7K +4,075 New
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$47.6K -$3.24M -165,402 -99%
JP Morgan Chase
47
JP Morgan Chase
New York
$47.1K +$46K +2,349 New
PTC
48
Private Trust Company
Ohio
$40.1K
HIA
49
Harbor Investment Advisory
Maryland
$26.7K +$26.1K +1,332 New
SPIA
50
Steward Partners Investment Advisory
New York
$18.5K

TPZ Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2024, worth a combined $106M — up 114% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TPZ positions and 9 closed out — a net gain of 16 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Almitas Capital, adding an estimated $10.1M. The largest seller was Saba Capital Management, cutting an estimated $4.24M.

  • 53 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $106M of Tortoise Electrification Infrastructure ETF stock for Q4 2024, up 114% quarter-over-quarter.
  • 25 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2024 and 9 closed out, a net change of +16 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2024 was Almitas Capital, an estimated $10.1M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q4 2024 was Saba Capital Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q4 2024.