Tortoise Electrification Infrastructure ETF
TPZ
36 hedge funds and large institutions have $36.3M invested in Tortoise Electrification Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 35 → 36 (+1)
2.68% more ownership
Funds ownership: 41.28% → 43.96% (+2.7%)
1% more capital invested
Capital invested by funds: $36M → $36.3M (+$246K)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.73M |
| 2 |
SCM
Saba Capital Management
New York
|
+$923K |
| 3 |
Morgan Stanley
New York
|
+$439K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$386K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.04M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.02M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$703K |
| 4 |
Rockefeller Capital Management
New York
|
-$441K |
| 5 |
BA
Bard Associates
Chicago,
Illinois
|
-$392K |
TPZ Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2023, worth a combined $36.3M — up 0.68% from $36M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TPZ positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $1.73M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.04M sold.
- 36 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2023, up from 35 in Q3 2023.
- Funds reported $36.3M of Tortoise Electrification Infrastructure ETF stock for Q4 2023, up 0.68% quarter-over-quarter.
- 4 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2023 was Bulldog Investors, an estimated $1.73M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q4 2023 was Sit Investment Associates, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2023.