We are live on ! Find out more
TPZ

Tortoise Electrification Infrastructure ETF

38 hedge funds and large institutions have $49.2M invested in Tortoise Electrification Infrastructure ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.97% less ownership

Funds ownership: 33.96%32.99% (-0.97%)

5% less funds holding

Funds holding: 4038 (-2)

10% less capital invested

Capital invested by funds: $55M → $49.2M (-$5.76M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
10
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1
Journey Advisory Group
Kentucky
$10.9M +$614K +31,124 +6%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.59M -$3.31M -167,790 -31%
BA
3
Bard Associates
Illinois
$5.95M -$33.7K -1,707 -0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3M +$6.27K +318 +0.2%
DADC
5
D.A. Davidson & Co
Montana
$2.66M +$110K +5,574 +4%
AAM
6
Advisors Asset Management
Colorado
$2.51M -$4.2K -213 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$2.27M -$219K -11,124 -9%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.04M
LPL Financial
9
LPL Financial
California
$1.96M -$33.4K -1,694 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.6M -$24.4K -1,236 -2%
UPS
11
UHLMANN PRICE SECURITIES
Illinois
$1.1M -$536K -27,214 -34%
UBS Group
12
UBS Group
Switzerland
$900K +$350K +17,744 +68%
Wells Fargo
13
Wells Fargo
California
$777K -$596K -30,235 -44%
GS
14
GTS Securities
New York
$654K +$13.4K +680 +2%
Truist Financial
15
Truist Financial
North Carolina
$586K +$789 +40 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$547K +$34.9K +1,771 +7%
MCM
17
MAI Capital Management
Ohio
$459K +$6.57K +333 +2%
Bank of America
18
Bank of America
North Carolina
$405K -$548K -27,781 -58%
Raymond James Financial
19
Raymond James Financial
Florida
$361K
Creative Planning
20
Creative Planning
Kansas
$309K -$8.57K -435 -3%
NAS
21
NWF Advisory Services
California
$285K -$7.88K -400 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$253K -$43.3K -2,196 -15%
MGAM
23
McGowan Group Asset Management
Texas
$246K +$1.66K +84 +0.7%
First Trust Advisors
24
First Trust Advisors
Illinois
$218K -$7.21K -366 -3%
Walleye Capital
25
Walleye Capital
New York
$213K +$205K +10,378 New

TPZ Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q2 2025, worth a combined $49.2M — down 10% from $55M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TPZ and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 10 added.

The largest buyer was Journey Advisory Group, adding an estimated $614K. The largest seller was Kovitz Investment Group Partners, cutting an estimated $3.31M.

  • 38 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q2 2025, down from 40 in Q1 2025.
  • Funds reported $49.2M of Tortoise Electrification Infrastructure ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 3 funds opened new Tortoise Electrification Infrastructure ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q2 2025 was Journey Advisory Group, an estimated $614K added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q2 2025 was Kovitz Investment Group Partners, an estimated $3.31M sold.

Based on aggregated 13F filings for Q2 2025.