Tortoise Electrification Infrastructure ETF
TPZ
37 hedge funds and large institutions have $33.2M invested in Tortoise Electrification Infrastructure ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
6% more funds holding
Funds holding: 35 → 37 (+2)
3% less capital invested
Capital invested by funds: $34.3M → $33.2M (-$1.04M)
1.12% less ownership
Funds ownership: 26.2% → 25.08% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Montag & Associates
Atlanta,
Georgia
|
+$1.16M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$694K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$410K |
| 4 |
RVPG
Relative Value Partners Group
|
+$303K |
| 5 |
6M
6 Meridian
Wichita,
Kansas
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$949K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$866K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$391K |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$267K |
| 5 |
SG Americas Securities
New York
|
-$204K |
TPZ Hedge Fund Activity: Q3 2018 in Review
37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q3 2018, worth a combined $33.2M — down 3% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TPZ positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Montag & Associates, opening a new position worth an estimated $1.16M. The largest seller was Bank of America, cutting an estimated $949K.
- 37 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q3 2018, up from 35 in Q2 2018.
- Funds reported $33.2M of Tortoise Electrification Infrastructure ETF stock for Q3 2018, down 3% quarter-over-quarter.
- 7 funds opened new Tortoise Electrification Infrastructure ETF positions in Q3 2018 and 5 closed out, a net change of +2 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q3 2018 was Montag & Associates, an estimated $1.16M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q3 2018 was Bank of America, an estimated $949K sold.
Based on aggregated 13F filings for Q3 2018.