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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$54.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$19.6M |
| 3 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$18.7M |
| 4 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
+$13.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$62.2M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$16.4M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$9.21M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$8.23M |
| 5 |
AssetMark Inc
Concord,
California
|
-$4.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
301
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$512K | -4,024 | Closed |
|
302
Prudential Financial
Newark,
New Jersey
| – | -$443K | -3,483 | Closed |
|
|
CG
303
Caprock Group
Boise,
Idaho
| – | -$299K | -2,353 | Closed |
|
|
LMKC
304
L.M. Kohn & Company
Cincinnati,
Ohio
| – | -$227K | -1,782 | Closed |
|
|
IF
305
Intrua Financial
Houston,
Texas
| – | -$204K | -1,600 | Closed |
|
|
VFA
306
Values First Advisors
Gray,
Tennessee
| – | -$55.9K | -439 | Closed |
|
|
CPA
307
Clear Point Advisors
Melville,
New York
| – | -$19.8K | -155 | Closed |
|
308
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$16.3K | -128 | Closed |
|
|
RCM
309
Raleigh Capital Management
Cary,
North Carolina
| – | -$15.1K | -119 | Closed |
|
|
WWM
310
Wolff Wiese Magana
Carslbad,
California
| – | -$8.02K | -63 | Closed |
|
|
CA
311
Continuum Advisory
Eagle,
Idaho
| – | -$7.32K | -59 | Closed |
|
|
BAM
312
Belpointe Asset Management
Reno,
Nevada
| – | -$475 | -4 | Closed |
|
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.