Tortoise Electrification Infrastructure ETF
TPZ
36 hedge funds and large institutions have $37.2M invested in Tortoise Electrification Infrastructure ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
1.2% less ownership
Funds ownership: 26.69% → 25.49% (-1.2%)
5% less funds holding
Funds holding: 38 → 36 (-2)
9% less capital invested
Capital invested by funds: $40.8M → $37.2M (-$3.6M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$372K |
| 3 |
LPL Financial
San Diego,
California
|
+$279K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$208K |
| 5 |
BI
Boulegeris Investments
Sandy Springs,
Georgia
|
+$99.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.03M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$361K |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$221K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$180K |
TPZ Hedge Fund Activity: Q2 2017 in Review
36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q2 2017, worth a combined $37.2M — down 8.8% from $40.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TPZ and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was Bank of America, adding an estimated $2.2M. The largest seller was Advisors Asset Management, cutting an estimated $2.2M.
- 36 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q2 2017, down from 38 in Q1 2017.
- Funds reported $37.2M of Tortoise Electrification Infrastructure ETF stock for Q2 2017, down 8.8% quarter-over-quarter.
- 2 funds opened new Tortoise Electrification Infrastructure ETF positions in Q2 2017 and 4 closed out, a net change of -2 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q2 2017 was Bank of America, an estimated $2.2M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q2 2017 was Advisors Asset Management, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2017.