We are live on ! Find out more
TPZ

Tortoise Electrification Infrastructure ETF

31 hedge funds and large institutions have $20M invested in Tortoise Electrification Infrastructure ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more ownership

Funds ownership: 31.7%33.7% (+2%)

0% more capital invested

Capital invested by funds: $19.9M → $20M (+$75K)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$5.82M +$742K +81,932 +14%
AAM
2
Advisors Asset Management
Colorado
$1.82M -$170K -18,792 -8%
KACA
3
Kayne Anderson Capital Advisors
California
$1.31M
GC
4
Guggenheim Capital
Illinois
$1.28M -$30.4K -3,363 -2%
BI
5
Bulldog Investors
New Jersey
$1.16M +$1.24M +136,522 New
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.03M +$141K +15,600 +15%
AC
7
Almitas Capital
California
$802K +$852K +94,116 New
AC
8
Aristides Capital
Kentucky
$748K
Bank of America
9
Bank of America
North Carolina
$572K +$397K +43,919 +189%
Morgan Stanley
10
Morgan Stanley
New York
$569K +$109K +12,015 +22%
Wells Fargo
11
Wells Fargo
California
$541K -$122K -13,526 -18%
RJA
12
Raymond James & Associates
Florida
$525K -$381K -42,124 -41%
Mariner
13
Mariner
Kansas
$502K -$65.3K -7,213 -11%
CRC
14
Curi RMB Capital
Illinois
$500K +$225K +24,914 +74%
LCM
15
Landscape Capital Management
New Jersey
$370K +$112K +12,400 +40%
UBS Group
16
UBS Group
Switzerland
$369K -$66.6K -7,364 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$285K -$63.9K -7,056 -17%
6M
18
6 Meridian
Kansas
$242K -$35K -3,864 -12%
KPWS
19
Kestra Private Wealth Services
Texas
$192K +$203K +22,482 New
PAG
20
Private Advisor Group
New Jersey
$181K
MA
21
Montag & Associates
Georgia
$168K
CHA
22
Carmichael Hill & Associates
Maryland
$165K -$45.6K -5,043 -21%
WAM
23
Wolverine Asset Management
Illinois
$157K -$1.14M -125,829 -87%
Osaic Holdings
24
Osaic Holdings
Arizona
$153K -$54.3K -5,995 -25%
Truist Financial
25
Truist Financial
North Carolina
$152K -$5.92K -654 -4%

TPZ Hedge Fund Activity: Q3 2020 in Review

31 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q3 2020, worth a combined $20M — up 0.38% from $19.9M a quarter earlier.

Fund positioning in TPZ was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 15 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $1.24M. The largest seller was Wolverine Asset Management, cutting an estimated $1.14M.

  • 31 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $20M of Tortoise Electrification Infrastructure ETF stock for Q3 2020, up 0.38% quarter-over-quarter.
  • 5 funds opened new Tortoise Electrification Infrastructure ETF positions in Q3 2020 and 5 closed out, a net change of 0 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q3 2020 was Bulldog Investors, an estimated $1.24M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q3 2020 was Wolverine Asset Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2020.