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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
BC
301
Barrett & Company
Rhode Island
$4.17K +$3.73K +30 New
S
302
SignatureFD
Georgia
$3.36K
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$3.06K
RWPA
304
Richard W. Paul & Associates
Michigan
$3.06K +$124 +1 +5%
MA
305
MCF Advisors
Kentucky
$2.78K
JFA
306
JNBA Financial Advisors
Minnesota
$2.64K +$2.36K +19 New
AAG
307
Accordant Advisory Group
Maryland
$2.09K +$1.86K +15 New
WW
308
Winnow Wealth
Texas
$2.09K +$1.86K +15 New
HCM
309
Hollencrest Capital Management
California
$1.11K
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
$278 -$5.09K -41 -95%
SS
311
SBI Securities
Japan
$278
DWM
312
Dogwood Wealth Management
Kansas
$276 -$20.6K -166 -99%
IWM
313
IMG Wealth Management
Florida
$139
FTUS
314
Flow Traders U.S.
New York
-$11.3M -100,082 Closed
BCP
315
Blue Chip Partners
Michigan
-$9.28M -82,068 Closed
PCP
316
Proficio Capital Partners
Massachusetts
-$5.25M -44,357 Closed
Susquehanna International Group
317
Susquehanna International Group
Pennsylvania
-$3.15M -27,879 Closed
QC
318
Quadrature Capital
United Kingdom
-$2.45M -21,673 Closed
USCWA
319
U.S. Capital Wealth Advisors
Texas
-$1.88M -16,610 Closed
CWM
320
Concentrum Wealth Management
California
-$1.29M -11,441 Closed
TC
321
TownSquare Capital
Utah
-$1.04M -9,156 Closed
GS
322
GTS Securities
New York
-$805K -7,118 Closed
CRC
323
Curi RMB Capital
Illinois
-$681K -6,019 Closed
VCM
324
Virtue Capital Management
Tennessee
-$517K -4,572 Closed
BCM
325
Bourgeon Capital Management
Connecticut
-$396K -3,502 Closed

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.