Tortoise Electrification Infrastructure ETF
TPZ
38 hedge funds and large institutions have $49.6M invested in Tortoise Electrification Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 6 closing their positions.
332% more capital inflows, than outflows
Capital inflows: $21.1M | Capital outflows: $4.88M
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
15.69% more ownership
Funds ownership: 30.76% → 46.45% (+16%)
9% more funds holding
Funds holding: 35 → 38 (+3)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$12.5M |
| 2 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.4M |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
+$1.13M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.02M |
| 5 |
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.36M |
| 2 |
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$980K |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$576K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$555K |
| 5 |
Rockefeller Capital Management
New York
|
-$355K |
TPZ Hedge Fund Activity: Q3 2024 in Review
38 of the 6,984 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q3 2024, worth a combined $49.6M — up 73% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TPZ positions and 6 closed out — a net gain of 4 holders — while 7 added to existing stakes and 15 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $12.5M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.36M.
- 38 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q3 2024, up from 35 in Q2 2024.
- Funds reported $49.6M of Tortoise Electrification Infrastructure ETF stock for Q3 2024, up 73% quarter-over-quarter.
- 10 funds opened new Tortoise Electrification Infrastructure ETF positions in Q3 2024 and 6 closed out, a net change of +4 holders.
- The largest Tortoise Electrification Infrastructure ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $12.5M added.
- The largest Tortoise Electrification Infrastructure ETF seller in Q3 2024 was Thomas J. Herzfeld Advisors, an estimated $1.36M sold.
Based on aggregated 13F filings for Q3 2024.