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TPZ

Tortoise Electrification Infrastructure ETF

53 hedge funds and large institutions have $106M invested in Tortoise Electrification Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

114% more capital invested

Capital invested by funds: $49.6M → $106M (+$56.7M)

39% more funds holding

Funds holding: 3853 (+15)

2.33% less ownership

Funds ownership: 46.45%44.12% (-2.3%)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
20
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$14.1M -$462K -23,618 -3%
BI
2
Bulldog Investors
New Jersey
$11.7M +$6.01M +307,283 +112%
AC
3
Almitas Capital
California
$11.6M +$10.1M +516,883 +873%
BA
4
Bard Associates
Illinois
$9.51M +$5.31M +271,266 +134%
Jane Street
5
Jane Street
New York
$7.05M +$6.87M +351,151 New
AC
6
Aristides Capital
Kentucky
$6.36M +$5.85M +298,973 +1,653%
YCM
7
Yakira Capital Management
Connecticut
$6.33M +$5.25M +268,485 +569%
CL
8
CSS LLC
Illinois
$3.43M +$3.03M +154,954 +970%
Morgan Stanley
9
Morgan Stanley
New York
$3.01M +$2.3M +117,398 +362%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.91M +$2.83M +144,875 New
AAM
11
Advisors Asset Management
Colorado
$2.45M +$1.1M +56,453 +86%
UPS
12
UHLMANN PRICE SECURITIES
Illinois
$2.19M +$2.13M +109,093 New
DADC
13
D.A. Davidson & Co
Montana
$2.17M +$1.4M +71,798 +197%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.17M +$199K +10,153 +10%
LPL Financial
15
LPL Financial
California
$1.96M +$1.65M +84,417 +628%
Bank of America
16
Bank of America
North Carolina
$1.86M +$1.81M +92,472 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.58M +$1.08M +54,981 +229%
1CP
18
1607 Capital Partners
Virginia
$1.51M +$1.47M +75,319 New
Wells Fargo
19
Wells Fargo
California
$1.44M +$649K +33,185 +86%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.38M +$1.35M +68,915 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.18M +$1.15M +58,958 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.06M +$750K +38,320 +266%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.01M +$988K +50,493 New
SA
24
Sanctuary Advisors
Indiana
$982K +$146K +7,480 +19%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$568K +$554K +28,332 New

TPZ Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2024, worth a combined $106M — up 114% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TPZ positions and 9 closed out — a net gain of 16 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Almitas Capital, adding an estimated $10.1M. The largest seller was Saba Capital Management, cutting an estimated $4.24M.

  • 53 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $106M of Tortoise Electrification Infrastructure ETF stock for Q4 2024, up 114% quarter-over-quarter.
  • 25 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2024 and 9 closed out, a net change of +16 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2024 was Almitas Capital, an estimated $10.1M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q4 2024 was Saba Capital Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q4 2024.