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TPZ

Tortoise Electrification Infrastructure ETF
TPZ

28 hedge funds and large institutions have $23M invested in Tortoise Electrification Infrastructure ETF in 2013 Q2 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13.23% more ownership

Funds ownership: 0% → 13.23% (+13%)

Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.44M +$3.56M +134,898 New
GC
2
Guggenheim Capital
Illinois
$3.3M +$3.41M +129,119 New
U
3
UBS
Switzerland
$3.07M +$3.18M +120,509 New
DC
4
Davenport & Co
Virginia
$2.89M +$2.99M +113,370 New
Morgan Stanley
5
Morgan Stanley
New York
$1.55M +$1.61M +60,923 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.22M +$1.26M +47,625 New
MCM
7
Marathon Capital Management
Maryland
$1.17M +$1.21M +45,722 New
SNC
8
Stifel Nicolaus & Co
Missouri
$916K +$949K +35,946 New
JWM
9
Jacobus Wealth Management
Wisconsin
$809K +$839K +31,770 New
AAM
10
Advisors Asset Management
Colorado
$785K +$813K +30,774 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$665K +$690K +26,124 New
Bank of America
12
Bank of America
North Carolina
$610K +$633K +23,966 New
SI
13
SII Investments
Wisconsin
$569K +$590K +22,345 New
HC
14
HHG & Company
Connecticut
$415K +$430K +16,289 New
CA
15
Cetera Advisors
Colorado
$402K +$417K +15,775 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$368K +$382K +14,453 New
TC
17
TFS Capital
Pennsylvania
$280K +$290K +11,002 New
Mariner
18
Mariner
Kansas
$265K +$275K +10,413 New
LPL Financial
19
LPL Financial
California
$208K +$216K +8,173 New
ECM
20
Exchange Capital Management
Michigan
$26K +$26.6K +1,006 New
Creative Planning
21
Creative Planning
Kansas
$25K +$26.4K +1,000 New
AIG
22
American International Group
New York
$21.6K +$22.4K +850 New
NES
23
New England Securities
New York
$17K +$17.2K +650 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13K +$13.2K +500 New
TRCT
25
Tower Research Capital (TRC)
New York
$10K +$10.6K +400 New
1
2

TPZ Hedge Fund Activity: Q2 2013 in Review

28 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q2 2013, worth a combined $23M.

Buyers outnumbered sellers: 28 funds opened new TPZ positions and 0 closed out — a net gain of 28 holders — while 0 added to existing stakes and 0 trimmed.

  • 28 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $23M of Tortoise Electrification Infrastructure ETF stock for Q2 2013.
  • 28 funds opened new Tortoise Electrification Infrastructure ETF positions in Q2 2013 and 0 closed out, a net change of +28 holders.

Based on aggregated 13F filings for Q2 2013.