Tortoise Electrification Infrastructure ETF
TPZ
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.
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: 38 → 53 (+15)
2.33% less ownership
Funds ownership: 46.45% → 44.12% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$10.1M |
| 2 |
Jane Street
New York
|
+$6.87M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$6.01M |
| 4 |
AC
Aristides Capital
Louisville,
Kentucky
|
+$5.85M |
| 5 |
BA
Bard Associates
Chicago,
Illinois
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$4.24M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.56M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$3.24M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.99M |
| 5 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$860K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
51
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $11.3K | +$10.6K | +542 | New |
|
|
AWM
52
Avior Wealth Management
Omaha,
Nebraska
| $4.88K | +$4.75K | +243 | New |
|
|
QCG
53
Quadrant Capital Group
Cincinnati,
Ohio
| $3.43K | +$3.35K | +171 | New |
|
|
SIA
54
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$3.56M | -196,703 | Closed |
|
|
55
Envestnet Asset Management
Chicago,
Illinois
| – | -$2.99M | -165,241 | Closed |
|
|
AIA
56
Absolute Investment Advisers
Rosemary Beach,
Florida
| – | -$860K | -47,473 | Closed |
|
|
CL
57
Choreo LLC
Rockford,
Illinois
| – | -$533K | -29,281 | Closed |
|
|
QL
58
Quarry LP
New York
| – | -$335K | -18,513 | Closed |
|
|
ZP
59
Zimmer Partners
New York
| – | -$246K | -13,599 | Closed |
|
|
NAS
60
NWF Advisory Services
Los Angeles,
California
| – | -$206K | -11,400 | Closed |
|
61
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$144K | -7,963 | Closed |
|
|
WAM
62
Wolverine Asset Management
Chicago,
Illinois
| – | -$14.5K | -800 | Closed |
|
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.