First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
296 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 33 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 73
24% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 33
1.81% more ownership
Funds ownership: 58.79% → 60.6% (+1.8%)
1% more funds holding
Funds holding: 293 → 296 (+3)
1% more capital invested
Capital invested by funds: $1.2B → $1.22B (+$12.3M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$49.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.8M |
| 3 |
Jane Street
New York
|
+$20.8M |
| 4 |
Morgan Stanley
New York
|
+$12.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$88.3M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$8.35M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$8.12M |
| 4 |
Cerity Partners
New York
|
-$7.23M |
| 5 |
3F
360 Financial
Wayzata,
Minnesota
|
-$6.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Simplex Trading
Chicago,
Illinois
| – | -$17K | -150 | Closed |
|
|
CP
327
Castleview Partners
Dallas,
Texas
| – | -$13.9K | -117 | Closed |
|
|
CAS
328
Coppell Advisory Solutions
Coppell,
Texas
| – | -$10K | -84 | Closed |
|
|
KIM
329
Kestra Investment Management
Austin,
Texas
| – | -$7.28K | -61 | Closed |
|
GRID Hedge Fund Activity: Q1 2025 in Review
296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2025, worth a combined $1.22B — up 1% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new GRID positions and 33 closed out — a net gain of 8 holders — while 132 added to existing stakes and 73 trimmed.
The largest buyer was UBS Group, adding an estimated $49.2M. The largest seller was AssetMark Inc, cutting an estimated $88.3M.
- 296 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2025, up from 293 in Q4 2024.
- Funds reported $1.22B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2025, up 1% quarter-over-quarter.
- 41 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2025 and 33 closed out, a net change of +8 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2025 was UBS Group, an estimated $49.2M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2025 was AssetMark Inc, an estimated $88.3M sold.
Based on aggregated 13F filings for Q1 2025.