Tortoise Electrification Infrastructure ETF
TPZ
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.
10.16% less ownership
Funds ownership: 44.12% → 33.96% (-10%)
25% less funds holding
Funds holding: 53 → 40 (-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: 4 → 1 (-3)
76% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$11.4M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$331K |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$298K |
| 4 |
GS
GTS Securities
New York
|
+$198K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$11.7M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$11.6M |
| 3 |
AC
Aristides Capital
Louisville,
Kentucky
|
-$6.36M |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$6.33M |
| 5 |
Jane Street
New York
|
-$5.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Allspring Global Investments
Charlotte,
North Carolina
| – | -$568K | -28,332 | Closed |
|
|
SWA
52
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$281K | -14,000 | Closed |
|
|
SCM
53
Saba Capital Management
New York
| – | -$225K | -11,234 | Closed |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$82K | -4,075 | Closed |
|
|
TJHA
55
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$47.6K | -2,370 | Closed |
|
|
AWM
56
Avior Wealth Management
Omaha,
Nebraska
| – | -$4.88K | -243 | Closed |
|
|
QCG
57
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$3.43K | -171 | 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.