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TPZ

Tortoise Electrification Infrastructure ETF

41 hedge funds and large institutions have $34.4M invested in Tortoise Electrification Infrastructure ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3941 (+2)

12.52% less ownership

Funds ownership: 38.64%26.12% (-13%)

40% less capital invested

Capital invested by funds: $57.2M → $34.4M (-$22.7M)

81% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
4
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.23M +$6.4M +305,725 New
BA
2
Bard Associates
Illinois
$5.32M -$548K -26,180 -9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.87M -$168K -8,027 -5%
AAM
4
Advisors Asset Management
Colorado
$2.45M -$24.9K -1,192 -1%
DADC
5
D.A. Davidson & Co
Montana
$2.39M -$317K -15,155 -11%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$2.06M
LPL Financial
7
LPL Financial
California
$1.87M -$97.2K -4,644 -5%
Morgan Stanley
8
Morgan Stanley
New York
$1.79M -$363K -17,356 -17%
UPS
9
UHLMANN PRICE SECURITIES
Illinois
$1.54M +$7.76K +371 +0.5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.53M -$53.1K -2,539 -3%
EPW
11
Evolve Private Wealth
California
$870K +$890K +42,532 New
Truist Financial
12
Truist Financial
North Carolina
$577K -$1.36K -65 -0.2%
GS
13
GTS Securities
New York
$537K -$358K -17,105 -39%
Osaic Holdings
14
Osaic Holdings
Arizona
$481K -$38.7K -1,847 -7%
MCM
15
MAI Capital Management
Ohio
$381K -$79.9K -3,819 -17%
CAM
16
Concorde Asset Management
Michigan
$371K
OMC
17
Old Mission Capital
Illinois
$351K +$360K +17,223 New
Creative Planning
18
Creative Planning
Kansas
$311K +$2.01K +96 +0.6%
Raymond James Financial
19
Raymond James Financial
Florida
$311K -$21K -1,003 -6%
NAS
20
NWF Advisory Services
California
$283K
First Trust Advisors
21
First Trust Advisors
Illinois
$253K -$5.13K -245 -2%
MGAM
22
McGowan Group Asset Management
Texas
$247K +$858 +41 +0.3%
Jane Street
23
Jane Street
New York
$236K -$1.62M -77,587 -87%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$217K -$13.4K -641 -6%
BHPW
25
Beverly Hills Private Wealth
California
$210K

TPZ Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tortoise Electrification Infrastructure ETF (TPZ) for Q4 2025, worth a combined $34.4M — down 40% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TPZ positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 21 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.4M. The largest seller was Journey Advisory Group, exiting entirely with an estimated $10.4M sold.

  • 41 institutional investors held Tortoise Electrification Infrastructure ETF (TPZ) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $34.4M of Tortoise Electrification Infrastructure ETF stock for Q4 2025, down 40% quarter-over-quarter.
  • 6 funds opened new Tortoise Electrification Infrastructure ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Tortoise Electrification Infrastructure ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $6.4M added.
  • The largest Tortoise Electrification Infrastructure ETF seller in Q4 2025 was Journey Advisory Group, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2025.