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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

237 hedge funds and large institutions have $788M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 49

47% more capital invested

Capital invested by funds: $536M → $788M (+$253M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more funds holding

Funds holding: 190 → 237 (+47)

1.26% more ownership

Funds ownership: 53.7% → 54.96% (+1.3%)

Holders
237
Holders Change
+47
Holders Change %
+24.74%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
60
Increased
91
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$95.3M
2
Morgan Stanley
Morgan Stanley
New York
+$21.1M
3
Bank of America
Bank of America
North Carolina
+$17.1M
4
BHB
Bank Hapoalim BM
Israel
+$12.4M
5
LPL Financial
LPL Financial
California
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$6.75M
2
Ameriprise
Ameriprise
Minnesota
-$6.53M
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$2.37M
4
GWM
Gitterman Wealth Management
New Jersey
-$932K
5
MD
Money Design
Japan
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Aprio Wealth Management
Georgia
$6.24M +$6.04M +51,827 +2,367%
Fidelity International
27
Fidelity International
Bermuda
$5.77M +$2.11M +18,142 +57%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$5.68M +$3.08M +26,469 +117%
CAM
29
Concorde Asset Management
Michigan
$5.5M +$5.55M +47,613 New
MML Investors Services
30
MML Investors Services
Massachusetts
$5.43M +$1.02M +8,734 +23%
DS
31
Dudley & Shanley
Florida
$5.42M – – –
Stifel Financial
32
Stifel Financial
Missouri
$5.33M -$192K -1,645 -3%
Citigroup
33
Citigroup
New York
$5.24M +$863K +7,408 +20%
MF
34
Manchester Financial
California
$4.99M +$73K +627 +1%
BSG
35
Black Swift Group
Colorado
$4.93M +$2.33M +20,012 +88%
PI
36
PFG Investments
New York
$4.78M +$68.7K +590 +1%
NFG
37
Norris Financial Group
South Carolina
$3.83M +$3.86M +33,174 New
ACP
38
Aveo Capital Partners
Colorado
$3.77M +$3.8M +32,613 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.7M +$111K +955 +3%
AWM
40
Ameliora Wealth Management
Switzerland
$3.69M +$3.72M +31,931 New
MIH
41
Meitav Investment House
Israel
$3.63M – – –
MD
42
Money Design
Japan
$3.54M -$859K -7,378 -19%
FTUS
43
Flow Traders U.S.
New York
$3.53M +$3.56M +30,558 New
OL
44
Owen LaRue
Kentucky
$3.42M +$172K +1,477 +5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$3.39M +$3.42M +29,372 New
ES
46
Eagle Strategies
New York
$2.98M +$3M +25,754 New
TPA
47
Trivium Point Advisory
Connecticut
$2.86M +$2.88M +24,738 New
BFWM
48
Bright Futures Wealth Management
New York
$2.54M -$10.7K -92 -0.4%
BWL
49
Bogart Wealth LLC
Virginia
$2.5M +$2.52M +21,593 New
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$2.38M +$2.39M +20,512 +18,647%
1
2
3 4 5

GRID Hedge Fund Activity: Q2 2024 in Review

237 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2024, worth a combined $788M — up 47% from $536M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GRID positions and 7 closed out — a net gain of 53 holders — while 91 added to existing stakes and 49 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $95.3M. The largest seller was National Bank of Canada, cutting an estimated $6.75M.

  • 237 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $788M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2024, up 47% quarter-over-quarter.
  • 60 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2024 and 7 closed out, a net change of +53 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2024 was AssetMark Inc, an estimated $95.3M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2024 was National Bank of Canada, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2024.