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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

293 hedge funds and large institutions have $1.2B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 152 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 53

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

12% more capital invested

Capital invested by funds: $1.07B → $1.2B (+$130M)

11% more funds holding

Funds holding: 263 → 293 (+30)

3.98% less ownership

Funds ownership: 62.77% → 58.79% (-4%)

Holders
293
Holders Change
+30
Holders Change %
+11.41%
% of All Funds
3.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
152
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.4M
2
LPL Financial
LPL Financial
California
+$19.6M
3
MIH
Meitav Investment House
Israel
+$18.7M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$13.9M
5
Ameriprise
Ameriprise
Minnesota
+$9.56M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$62.2M
2
FTUS
Flow Traders U.S.
New York
-$16.4M
3
PP
Prudential plc
United Kingdom
-$9.21M
4
Fidelity International
Fidelity International
Bermuda
-$8.23M
5
AssetMark Inc
AssetMark Inc
California
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
276
Peoples Bank (Kansas)
Kansas
$7.76K – – –
AIC
277
Archer Investment Corporation
Indiana
$7.74K -$498 -4 -6%
ADL
278
Asset Dedication LLC
California
$7.52K – – –
SRCM
279
Signature Resources Capital Management
California
$7.47K +$124 +1 +2%
KIM
280
Kestra Investment Management
Texas
$7.28K +$7.59K +61 New
FWM
281
FSA Wealth Management
Massachusetts
$6.79K – – –
YAL
282
Your Advocates Ltd
Texas
$5.85K – – –
ACM
283
Anfield Capital Management
California
$5.01K – – –
TFGT
284
TS Financial Group (TSFG)
Illinois
$5K – – –
PP
285
PFS Partners
New Jersey
$4.7K – – –
RWPA
286
Richard W. Paul & Associates
Michigan
$3.46K -$747 -6 -17%
MCM
287
MAI Capital Management
Ohio
$2.75K +$2.86K +23 New
MA
288
MCF Advisors
Kentucky
$2.39K – – –
QCG
289
Quadrant Capital Group
Ohio
$955 – – –
HCM
290
Hollencrest Capital Management
California
$955 +$996 +8 New
NS
291
NBC Securities
Alabama
$426 -$477K -3,836 -100%
SS
292
SBI Securities
Japan
$239 +$249 +2 New
IWM
293
IMG Wealth Management
Florida
$119 +$124 +1 New
WA
294
Waverly Advisors
Alabama
– -$1.97M -15,514 Closed
GCC
295
Guardian Capital (Canada)
Ontario, Canada
– -$1.87M -14,726 Closed
KC
296
Kepos Capital
New York
– -$1.17M -9,170 Closed
GM
297
GeoWealth Management
Illinois
– -$999K -7,847 Closed
FSA
298
Financial Services Advisory
Maryland
– -$892K -7,012 Closed
VAMG
299
Voisard Asset Management Group
Michigan
– -$553K -6,010 Closed
CM
300
Columbus Macro
Pennsylvania
– -$640K -5,028 Closed
9 10 11
12
13

GRID Hedge Fund Activity: Q4 2024 in Review

293 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2024, worth a combined $1.2B — up 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GRID positions and 19 closed out — a net gain of 34 holders — while 152 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was International Assets Investment Management, cutting an estimated $62.2M.

  • 293 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2024, up from 263 in Q3 2024.
  • Funds reported $1.2B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2024, up 12% quarter-over-quarter.
  • 53 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2024 and 19 closed out, a net change of +34 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2024 was Morgan Stanley, an estimated $54.4M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2024 was International Assets Investment Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2024.