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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

154 hedge funds and large institutions have $401M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 63 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 7

250% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 18

55% more capital invested

Capital invested by funds: $260M → $401M (+$142M)

38% more funds holding

Funds holding: 112 → 154 (+42)

2.56% more ownership

Funds ownership: 46.87% → 49.44% (+2.6%)

Holders
154
Holders Change
+42
Holders Change %
+37.5%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
63
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
+$35.2M
2
Morgan Stanley
Morgan Stanley
New York
+$11.8M
3
Bank of America
Bank of America
North Carolina
+$8.65M
4
LPL Financial
LPL Financial
California
+$6.4M
5
MD
Money Design
Japan
+$6.16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
4
3AM
3EDGE Asset Management
Florida
-$1.15M
5
BCM
Barometer Capital Management
Ontario, Canada
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
26
Milestone Advisory Partners
North Carolina
$2.32M +$166K +1,651 +8%
SIM
27
Seaview Investment Managers
Florida
$2.29M +$474K +4,713 +27%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$2.13M +$2.09M +20,782 New
HI
29
Harbour Investments
Wisconsin
$2.12M +$62.5K +621 +3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.1M +$317K +3,151 +18%
AI
31
Atria Investments
North Carolina
$1.97M -$36.5K -363 -2%
FHA
32
Flagship Harbor Advisors
Massachusetts
$1.87M +$653K +6,486 +55%
SCA
33
Snowden Capital Advisors
New York
$1.77M +$1.74M +17,273 New
KIA
34
Kraematon Investment Advisors
Massachusetts
$1.66M +$1.63M +16,196 New
OC
35
Oppenheimer & Co
New York
$1.65M +$811K +8,062 +100%
PS
36
Portfolio Strategies
New York
$1.64M +$170K +1,686 +12%
BHB
37
Bank Hapoalim BM
Israel
$1.59M +$306K +3,040 +24%
Citigroup
38
Citigroup
New York
$1.56M +$149K +1,481 +11%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$1.45M +$692K +6,873 +95%
WS
40
Wedbush Securities
California
$1.4M +$95.2K +946 +7%
AWA
41
Arkadios Wealth Advisors
Georgia
$1.36M +$1.33M +13,236 New
IWM
42
IHT Wealth Management
Illinois
$1.33M -$23.5K -234 -2%
MTWSIF
43
Mivtachim The Workers Social Insurance Fund
Israel
$1.25M +$1.22M +12,150 New
Renaissance Technologies
44
Renaissance Technologies
New York
$1.18M +$711K +7,063 +159%
AIFAIM
45
American Institute for Advanced Investment Management
Arizona
$1.16M -$3.52K -35 -0.3%
SFPG
46
Stonebridge Financial Planning Group
Florida
$1.16M +$106K +1,055 +9%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$1.15M +$372K +3,701 +50%
BCM
48
Barometer Capital Management
Ontario, Canada
$1.14M -$443K -4,400 -28%
WA
49
Waverly Advisors
Alabama
$1.14M – – –
CI
50
CX Institutional
Indiana
$1.11M +$1.09M +10,791 New
1
2
3 4 5

GRID Hedge Fund Activity: Q4 2021 in Review

154 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2021, worth a combined $401M — up 55% from $260M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new GRID positions and 7 closed out — a net gain of 44 holders — while 63 added to existing stakes and 18 trimmed.

The largest buyer was Independent Financial Group, opening a new position worth an estimated $35.2M. The largest seller was Jane Street, cutting an estimated $6.27M.

  • 154 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2021, up from 112 in Q3 2021.
  • Funds reported $401M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2021, up 55% quarter-over-quarter.
  • 51 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2021 and 7 closed out, a net change of +44 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2021 was Independent Financial Group, an estimated $35.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2021 was Jane Street, an estimated $6.27M sold.

Based on aggregated 13F filings for Q4 2021.