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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

151 hedge funds and large institutions have $367M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0.89% more ownership

Funds ownership: 49.44% → 50.33% (+0.89%)

2% less funds holding

Funds holding: 154 → 151 (-3)

9% less capital invested

Capital invested by funds: $401M → $367M (-$34.6M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
54
Reduced
41
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.15M
2
UBS Group
UBS Group
Switzerland
+$2.51M
3
Bank of America
Bank of America
North Carolina
+$2.43M
4
MIH
Meitav Investment House
Israel
+$2.02M
5
FFN
Focus Financial Network
Minnesota
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$7.48M
2
3F
360 Financial
Minnesota
-$6.87M
3
SI
Stephens Inc
Arkansas
-$3.81M
4
PAG
Private Advisor Group
New Jersey
-$2.97M
5
SC
Scotia Capital
Ontario, Canada
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$2.23M +$87.7K +948 +4%
FFN
27
Focus Financial Network
Minnesota
$2.22M +$1.82M +19,628 +495%
SIM
28
Seaview Investment Managers
Florida
$2.14M +$40.1K +433 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$2.1M +$1.23M +13,254 +146%
BHB
30
Bank Hapoalim BM
Israel
$2.1M +$626K +6,765 +44%
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.08M +$1.09M +11,750 +114%
MIH
32
Meitav Investment House
Israel
$2.05M +$2.02M +21,792 New
AI
33
Atria Investments
North Carolina
$1.86M +$55.9K +604 +3%
MAP
34
Milestone Advisory Partners
North Carolina
$1.81M -$312K -3,371 -15%
SCA
35
Snowden Capital Advisors
New York
$1.73M +$101K +1,090 +6%
KIA
36
Kraematon Investment Advisors
Massachusetts
$1.51M -$14K -151 -0.9%
PS
37
Portfolio Strategies
New York
$1.45M -$49.1K -531 -3%
IWM
38
IHT Wealth Management
Illinois
$1.42M +$193K +2,083 +16%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$1.39M +$67.8K +733 +5%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.39M +$1.37M +14,789 New
WS
41
Wedbush Securities
California
$1.31M +$24.7K +267 +2%
OC
42
Oppenheimer & Co
New York
$1.3M -$206K -2,223 -14%
RG
43
Rathbones Group
United Kingdom
$1.27M +$370K +3,997 +42%
WCM
44
WealthBridge Capital Management
Ohio
$1.25M +$300K +3,244 +32%
SFPG
45
Stonebridge Financial Planning Group
Florida
$1.22M +$7.4K +80 +0.6%
WA
46
Waverly Advisors
Alabama
$1.2M – – –
AWS
47
Atria Wealth Solutions
New York
$1.2M +$1.18M +12,769 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.18M -$730K -7,893 -39%
CI
49
CX Institutional
Indiana
$1.15M +$134K +1,450 +13%
MTWSIF
50
Mivtachim The Workers Social Insurance Fund
Israel
$1.14M – – –
1
2
3 4 5

GRID Hedge Fund Activity: Q1 2022 in Review

151 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2022, worth a combined $367M — down 8.6% from $401M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GRID positions and 22 closed out — a net gain of 1 holder — while 54 added to existing stakes and 41 trimmed.

The largest buyer was Jane Street, adding an estimated $5.15M. The largest seller was Cetera Advisor Networks, cutting an estimated $7.48M.

  • 151 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2022, down from 154 in Q4 2021.
  • Funds reported $367M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2022, down 8.6% quarter-over-quarter.
  • 23 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2022 and 22 closed out, a net change of +1 holder.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2022 was Jane Street, an estimated $5.15M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2022 was Cetera Advisor Networks, an estimated $7.48M sold.

Based on aggregated 13F filings for Q1 2022.