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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

314 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

26% more capital invested

Capital invested by funds: $1.22B → $1.54B (+$321M)

6% more funds holding

Funds holding: 296314 (+18)

0.9% less ownership

Funds ownership: 60.6%59.7% (-0.9%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
135
Reduced
85
Closed
28
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
276
AmeriFlex Group
Nevada
$29K
NSG
277
Nalls Sherbakoff Group
Tennessee
$28.3K +$124 +1 +0.5%
TCOV
278
Trust Company of Vermont
Vermont
$27.8K
CWM
279
Centricity Wealth Management
Ohio
$23.8K +$21.2K +171 New
TSMHT
280
Thurston Springer Miller Herd & Titak
Indiana
$21.2K +$6.09K +49 +48%
US Bancorp
281
US Bancorp
Minnesota
$20.9K
YDMI
282
Y.D. More Investments
Israel
$16.7K
M
283
MOTCO
Texas
$16.2K
CA
284
Clearstead Advisors
Ohio
$15K
Russell Investments Group
285
Russell Investments Group
United Kingdom
$12.8K -$994 -8 -8%
MCM
286
MAI Capital Management
Ohio
$12.5K
BAM
287
Bellevue Asset Management
Washington
$12.5K
CBT
288
Crews Bank & Trust
Florida
$11.1K
PB
289
Pinnacle Bancorp
Nebraska
$10.7K +$9.56K +77 New
AIC
290
Archer Investment Corporation
Indiana
$9.08K
SRCM
291
Signature Resources Capital Management
California
$8.75K
RF
292
Roxbury Financial
New Jersey
$7.65K -$13K -105 -66%
SWM
293
Spire Wealth Management
Virginia
$6.95K -$49.4K -398 -89%
YAL
294
Your Advocates Ltd
Texas
$6.81K
FRA
295
Front Row Advisors
California
$6.12K
TFGT
296
TS Financial Group (TSFG)
Illinois
$6K +$124 +1 +2%
SA
297
Scarborough Advisors
Maryland
$5.73K +$5.09K +41 New
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$5.56K
PP
299
PFS Partners
New Jersey
$5.52K +$124 +1 +3%
PSFG
300
Park Square Financial Group
Georgia
$4.45K

GRID Hedge Fund Activity: Q2 2025 in Review

314 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2025, worth a combined $1.54B — up 26% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GRID positions and 28 closed out — a net gain of 20 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $20.8M.

  • 314 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $1.54B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 48 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2025 and 28 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2025 was LPL Financial, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2025 was Jane Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.