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TPZ

Tortoise Electrification Infrastructure ETF

40 hedge funds and large institutions have $55M invested in Tortoise Electrification Infrastructure ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.16% less ownership

Funds ownership: 44.12%33.96% (-10%)

25% less funds holding

Funds holding: 5340 (-13)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

48% less capital invested

Capital invested by funds: $106M → $55M (-$51.3M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

76% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 17

Holders
40
Holders Change
-13
Holders Change %
-24.53%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
4
Increased
12
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$294K -$40.7K -1,951 -12%
AFG
27
Atomi Financial Group
New York
$286K -$39.6K -1,900 -12%
MGAM
28
McGowan Group Asset Management
Texas
$246K +$834 +40 +0.3%
First Trust Advisors
29
First Trust Advisors
Illinois
$227K -$143K -6,858 -38%
BHPW
30
Beverly Hills Private Wealth
California
$213K
Cerity Partners
31
Cerity Partners
New York
$211K
MA
32
Montag & Associates
Georgia
$137K -$45.8K -2,198 -25%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$132K
PTC
34
Private Trust Company
Ohio
$62K +$20.9K +1,000 +50%
JP Morgan Chase
35
JP Morgan Chase
New York
$48.3K -$250 -12 -0.5%
HIA
36
Harbor Investment Advisory
Maryland
$27.5K
LWCFA
37
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.4K
SIS
38
Strategic Investment Solutions
Illinois
$10.3K +$10.4K +500 New
SPIA
39
Steward Partners Investment Advisory
New York
$6.71K -$12.4K -595 -65%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$2.96K +$3.42K +164 New
BI
41
Bulldog Investors
New Jersey
-$11.7M -582,674 Closed
AC
42
Almitas Capital
California
-$11.6M -576,065 Closed
AC
43
Aristides Capital
Kentucky
-$6.36M -317,062 Closed
YCM
44
Yakira Capital Management
Connecticut
-$6.33M -315,711 Closed
CL
45
CSS LLC
Illinois
-$3.43M -170,928 Closed
1CP
46
1607 Capital Partners
Virginia
-$1.51M -75,319 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
-$1.38M -68,915 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
-$1.18M -58,958 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$1.01M -50,493 Closed
SA
50
Sanctuary Advisors
Indiana
-$982K -46,133 Closed

TPZ Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q1 2025, worth a combined $55M — down 48% from $106M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TPZ and 4 opened new positions — a net loss of 13 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $11.4M. The largest seller was Bulldog Investors, exiting entirely with an estimated $11.7M sold.

  • 40 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q1 2025, down from 53 in Q4 2024.
  • Funds reported $55M of Tortoise Electrification Infrastructure ETF stock for Q1 2025, down 48% quarter-over-quarter.
  • 4 funds opened new Tortoise Electrification Infrastructure ETF positions in Q1 2025 and 17 closed out, a net change of -13 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q1 2025 was Journey Advisory Group, an estimated $11.4M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q1 2025 was Bulldog Investors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2025.