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TPZ

Tortoise Electrification Infrastructure ETF

41 hedge funds and large institutions have $34.4M invested in Tortoise Electrification Infrastructure ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3941 (+2)

12.52% less ownership

Funds ownership: 38.64%26.12% (-13%)

40% less capital invested

Capital invested by funds: $57.2M → $34.4M (-$22.7M)

81% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
4
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$207K -$1.97K -94 -0.9%
JP Morgan Chase
27
JP Morgan Chase
New York
$154K +$45.5K +2,176 +41%
MA
28
Montag & Associates
Georgia
$135K
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$131K
PTC
30
Private Trust Company
Ohio
$61.1K
HIA
31
Harbor Investment Advisory
Maryland
$21K -$6.28K -300 -23%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$14.3K +$14.7K +700 New
LWCFA
33
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.4K
BF
34
BOK Financial
Oklahoma
$11.2K
SPIA
35
Steward Partners Investment Advisory
New York
$6.3K -$335 -16 -5%
UBS Group
36
UBS Group
Switzerland
$4.63K -$339K -16,212 -99%
SIS
37
Strategic Investment Solutions
Illinois
$4.08K
BW
38
Basepoint Wealth
Iowa
$3.96K +$4.06K +194 New
FIA
39
FNY Investment Advisers
New York
$2K +$2.09K +100 New
Wells Fargo
40
Wells Fargo
California
$13 -$300K -14,323 -100%
JAG
41
Journey Advisory Group
Kentucky
-$10.4M -562,329 Closed
BAS
42
Breakthru Advisory Services
Wisconsin
-$7.89M -375,510 Closed
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
-$6.68M -318,112 Closed
Bank of America
44
Bank of America
North Carolina
-$75.6K -3,600 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$7.3K -349 -97%

TPZ Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2025, worth a combined $34.4M — down 40% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TPZ positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 21 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.4M. The largest seller was Journey Advisory Group, exiting entirely with an estimated $10.4M sold.

  • 41 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $34.4M of Tortoise Electrification Infrastructure ETF stock for Q4 2025, down 40% quarter-over-quarter.
  • 6 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $6.4M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q4 2025 was Journey Advisory Group, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2025.