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TPZ

Tortoise Electrification Infrastructure ETF

40 hedge funds and large institutions have $55M invested in Tortoise Electrification Infrastructure ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.16% less ownership

Funds ownership: 44.12%33.96% (-10%)

25% less funds holding

Funds holding: 5340 (-13)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

48% less capital invested

Capital invested by funds: $106M → $55M (-$51.3M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

76% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 17

Holders
40
Holders Change
-13
Holders Change %
-24.53%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
4
Increased
12
Reduced
19
Closed
17
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
$11.1M -$3.42M -164,021 -23%
JAG
2
Journey Advisory Group
Kentucky
$9.22M +$11.4M +547,742 New
BA
3
Bard Associates
Illinois
$6.03M -$3.78M -181,460 -38%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.01M +$23K +1,101 +0.8%
DADC
5
D.A. Davidson & Co
Montana
$2.56M +$331K +15,860 +15%
AAM
6
Advisors Asset Management
Colorado
$2.53M +$15.2K +731 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$2.52M -$580K -27,800 -19%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.06M -$173K -8,298 -8%
LPL Financial
9
LPL Financial
California
$2.01M -$13.2K -633 -0.6%
UPS
10
UHLMANN PRICE SECURITIES
Illinois
$1.67M -$587K -28,168 -26%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.64M +$4.94K +237 +0.3%
Jane Street
12
Jane Street
New York
$1.51M -$5.8M -278,144 -79%
Wells Fargo
13
Wells Fargo
California
$1.41M -$78.2K -3,749 -5%
Bank of America
14
Bank of America
North Carolina
$981K -$937K -44,942 -49%
GS
15
GTS Securities
New York
$645K +$198K +9,510 +44%
Truist Financial
16
Truist Financial
North Carolina
$589K +$18.7K +899 +3%
UBS Group
17
UBS Group
Switzerland
$540K +$18.8K +903 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$515K -$579K -27,770 -53%
MCM
19
MAI Capital Management
Ohio
$456K +$4.32K +207 +0.9%
Mariner
20
Mariner
Kansas
$396K +$17.3K +830 +5%
Raymond James Financial
21
Raymond James Financial
Florida
$363K -$87.6K -4,201 -19%
CAM
22
Concorde Asset Management
Michigan
$358K -$24K -1,153 -6%
Creative Planning
23
Creative Planning
Kansas
$320K +$10.2K +491 +3%
Citadel Advisors
24
Citadel Advisors
Florida
$300K -$286K -13,704 -48%
NAS
25
NWF Advisory Services
California
$295K +$298K +14,289 New

TPZ Hedge Fund Activity: Q1 2025 in Review

40 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q1 2025, worth a combined $55M — down 48% from $106M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TPZ and 4 opened new positions — a net loss of 13 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $11.4M. The largest seller was Bulldog Investors, exiting entirely with an estimated $11.7M sold.

  • 40 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q1 2025, down from 53 in Q4 2024.
  • Funds reported $55M of Tortoise Electrification Infrastructure ETF stock for Q1 2025, down 48% quarter-over-quarter.
  • 4 funds opened new Tortoise Electrification Infrastructure ETF positions in Q1 2025 and 17 closed out, a net change of -13 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q1 2025 was Journey Advisory Group, an estimated $11.4M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q1 2025 was Bulldog Investors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2025.