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TPZ

Tortoise Electrification Infrastructure ETF

39 hedge funds and large institutions have $57.2M invested in Tortoise Electrification Infrastructure ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $49.2M → $57.2M (+$8M)

5.65% more ownership

Funds ownership: 32.99%38.64% (+5.7%)

3% more funds holding

Funds holding: 3839 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1
Journey Advisory Group
Kentucky
$10.4M -$341K -16,537 -3%
BAS
2
Breakthru Advisory Services
Wisconsin
$7.89M +$7.75M +375,510 New
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$6.68M -$1.08M -52,137 -14%
BA
4
Bard Associates
Illinois
$6.01M -$80.4K -3,893 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.13M +$57.7K +2,794 +2%
DADC
6
D.A. Davidson & Co
Montana
$2.78M +$54.3K +2,631 +2%
AAM
7
Advisors Asset Management
Colorado
$2.55M -$21.2K -1,029 -0.8%
Morgan Stanley
8
Morgan Stanley
New York
$2.21M -$122K -5,916 -5%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$2.12M +$25K +1,210 +1%
LPL Financial
10
LPL Financial
California
$2.02M +$17.3K +840 +0.9%
Jane Street
11
Jane Street
New York
$1.87M +$1.84M +89,183 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.63M -$10.4K -503 -0.6%
UPS
13
UHLMANN PRICE SECURITIES
Illinois
$1.58M +$442K +21,418 +40%
GS
14
GTS Securities
New York
$913K +$238K +11,520 +36%
Truist Financial
15
Truist Financial
North Carolina
$596K -$4.67K -226 -0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$528K -$25.6K -1,240 -5%
MCM
17
MAI Capital Management
Ohio
$473K +$1.78K +86 +0.4%
CAM
18
Concorde Asset Management
Michigan
$386K +$376K +18,225 New
UBS Group
19
UBS Group
Switzerland
$345K -$567K -27,465 -63%
Raymond James Financial
20
Raymond James Financial
Florida
$341K -$28K -1,355 -8%
Creative Planning
21
Creative Planning
Kansas
$318K +$1.8K +87 +0.6%
Wells Fargo
22
Wells Fargo
California
$301K -$487K -23,564 -62%
NAS
23
NWF Advisory Services
California
$292K
First Trust Advisors
24
First Trust Advisors
Illinois
$266K +$42.5K +2,059 +19%
MGAM
25
McGowan Group Asset Management
Texas
$254K +$1.28K +62 +0.5%

TPZ Hedge Fund Activity: Q3 2025 in Review

39 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q3 2025, worth a combined $57.2M — up 16% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TPZ positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Breakthru Advisory Services, opening a new position worth an estimated $7.75M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $1.08M.

  • 39 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q3 2025, up from 38 in Q2 2025.
  • Funds reported $57.2M of Tortoise Electrification Infrastructure ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 5 funds opened new Tortoise Electrification Infrastructure ETF positions in Q3 2025 and 4 closed out, a net change of +1 holder.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q3 2025 was Breakthru Advisory Services, an estimated $7.75M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q3 2025 was Kovitz Investment Group Partners, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2025.