Tortoise Electrification Infrastructure ETF
TPZ
36 hedge funds and large institutions have $38.3M invested in Tortoise Electrification Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.48% less ownership
Funds ownership: 43.4% → 42.92% (-0.48%)
18% less capital inflows, than outflows
Capital inflows: $1.67M | Capital outflows: $2.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$710K |
| 2 |
Choreo LLC
Rockford,
Illinois
|
+$601K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$246K |
| 4 |
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$24.7K |
| 5 |
CHA
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$674K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$547K |
| 3 |
Saba Capital Management
New York
|
-$269K |
| 4 |
JP Morgan Chase
New York
|
-$141K |
| 5 |
BA
Bard Associates
Chicago,
Illinois
|
-$112K |
TPZ Hedge Fund Activity: Q1 2024 in Review
36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q1 2024, worth a combined $38.3M — up 7% from $35.8M a quarter earlier.
Fund positioning in TPZ was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $710K. The largest seller was Bulldog Investors, cutting an estimated $674K.
- 36 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $38.3M of Tortoise Electrification Infrastructure ETF stock for Q1 2024, up 7% quarter-over-quarter.
- 4 funds opened new Tortoise Electrification Infrastructure ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $710K added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q1 2024 was Bulldog Investors, an estimated $674K sold.
Based on aggregated 13F filings for Q1 2024.