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TPZ

Tortoise Electrification Infrastructure ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

6% more capital invested

Capital invested by funds: $36.3M → $38.3M (+$2.03M)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.04% less ownership

Funds ownership: 43.96%42.92% (-1%)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$10.8M -$60.4K -4,164 -0.5%
BI
2
Bulldog Investors
New Jersey
$4.01M -$674K -46,443 -15%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.56M +$5.89K +406 +0.2%
SCM
4
Saba Capital Management
New York
$3.55M -$269K -18,545 -8%
BA
5
Bard Associates
Illinois
$3.36M -$112K -7,750 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.71M +$710K +48,931 +39%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.86M
PAG
8
Private Advisor Group
New Jersey
$979K +$1.51K +104 +0.2%
KACA
9
Kayne Anderson Capital Advisors
California
$967K
CL
10
Choreo LLC
Illinois
$645K +$601K +41,405 New
Wells Fargo
11
Wells Fargo
California
$621K +$3.79K +261 +0.7%
Morgan Stanley
12
Morgan Stanley
New York
$516K -$487K -33,606 -50%
DADC
13
D.A. Davidson & Co
Montana
$481K +$8.82K +608 +2%
Truist Financial
14
Truist Financial
North Carolina
$454K +$522 +36 +0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$390K
CHA
16
Carmichael Hill & Associates
Maryland
$323K +$15.7K +1,079 +5%
AC
17
Aristides Capital
Kentucky
$313K
UBS Group
18
UBS Group
Switzerland
$308K -$51.6K -3,558 -15%
SWA
19
Stratos Wealth Advisors
Ohio
$274K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$264K +$246K +16,946 New
Osaic Holdings
21
Osaic Holdings
Arizona
$263K -$7.63K -526 -3%
First Trust Advisors
22
First Trust Advisors
Illinois
$256K +$9.54K +658 +4%
CAN
23
Cetera Advisor Networks
California
$225K +$58 +4 +0%
ZP
24
Zimmer Partners
New York
$212K
LPL Financial
25
LPL Financial
California
$209K +$9.94K +685 +5%

TPZ Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 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 5.6% from $36.3M 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 5.6% 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.