First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
363 hedge funds and large institutions have $2.31B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 53 reducing their positions, and 21 closing their positions.
276% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 21
253% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 53
56% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $891K
50% more capital invested
Capital invested by funds: $1.54B → $2.31B (+$769M)
16% more funds holding
Funds holding: 314 → 363 (+49)
1.39% more ownership
Funds ownership: 59.7% → 61.08% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$149M |
| 2 |
Morgan Stanley
New York
|
+$107M |
| 3 |
LPL Financial
San Diego,
California
|
+$43.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$36.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
TPG Financial Advisors
Portland,
Oregon
|
-$6.76M |
| 2 |
DS
Dudley & Shanley
Palm Beach,
Florida
|
-$6.52M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.79M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.62M |
| 5 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$1.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TA
376
TrueWealth Advisors
Birmingham,
Alabama
| – | -$208K | -1,494 | Closed |
|
377
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$97.3K | -700 | Closed |
|
|
TPWA
378
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$55.1K | -380 | Closed |
|
|
TSMHT
379
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$21.2K | -152 | Closed |
|
|
TFGT
380
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$6K | -45 | Closed |
|
|
PSFG
381
Park Square Financial Group
Roswell,
Georgia
| – | -$4.45K | -32 | Closed |
|
|
AAG
382
Accordant Advisory Group
Annapolis,
Maryland
| – | -$2.09K | -15 | Closed |
|
|
WW
383
Winnow Wealth
Waco,
Texas
| – | -$2.09K | -15 | Closed |
|
384
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$278 | -2 | Closed |
|
GRID Hedge Fund Activity: Q3 2025 in Review
363 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2025, worth a combined $2.31B — up 50% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new GRID positions and 21 closed out — a net gain of 58 holders — while 187 added to existing stakes and 53 trimmed.
The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $149M. The largest seller was TPG Financial Advisors, cutting an estimated $6.76M.
- 363 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2025, up from 314 in Q2 2025.
- Funds reported $2.31B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2025, up 50% quarter-over-quarter.
- 79 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2025 and 21 closed out, a net change of +58 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2025 was Harel Insurance Investments & Financial Services, an estimated $149M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2025 was TPG Financial Advisors, an estimated $6.76M sold.
Based on aggregated 13F filings for Q3 2025.