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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

263 hedge funds and large institutions have $1.07B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

75% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 60

36% more capital invested

Capital invested by funds: $788M → $1.07B (+$286M)

11% more funds holding

Funds holding: 237 → 263 (+26)

7.81% more ownership

Funds ownership: 54.96% → 62.77% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
263
Holders Change
+26
Holders Change %
+10.97%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
55
Increased
105
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$60.1M
2
Bank of America
Bank of America
North Carolina
+$39.8M
3
Morgan Stanley
Morgan Stanley
New York
+$28.3M
4
FTUS
Flow Traders U.S.
New York
+$18.7M
5
LPL Financial
LPL Financial
California
+$11.5M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
-$12.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.49M
3
Jane Street
Jane Street
New York
-$3.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.39M
5
AssetMark Inc
AssetMark Inc
California
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$8.85M +$3.73M +31,280 +82%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$7.98M +$888K +7,441 +13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$7.78M +$1.43M +12,005 +24%
Cerity Partners
29
Cerity Partners
New York
$7.3M +$248K +2,080 +4%
HighTower Advisors
30
HighTower Advisors
Illinois
$6.99M -$91.8K -769 -1%
Citigroup
31
Citigroup
New York
$6.89M +$1.04M +8,752 +19%
Jane Street
32
Jane Street
New York
$6.6M -$3.9M -32,630 -39%
MML Investors Services
33
MML Investors Services
Massachusetts
$6.24M +$249K +2,082 +4%
DS
34
Dudley & Shanley
Florida
$5.97M – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.84M +$1.66M +13,875 +43%
MF
36
Manchester Financial
California
$5.47M -$22.3K -187 -0.4%
PI
37
PFG Investments
New York
$5.46M +$179K +1,500 +4%
AAG
38
Accordant Advisory Group
Maryland
$4.79M -$325K -2,721 Closed
CAM
39
Concorde Asset Management
Michigan
$4.49M -$1.47M -12,322 -26%
MIH
40
Meitav Investment House
Israel
$4.49M +$465K +3,893 +12%
ACP
41
Aveo Capital Partners
Colorado
$4.3M +$144K +1,204 +4%
NFG
42
Norris Financial Group
South Carolina
$4.22M -$1.31K -11 -0%
AWM
43
Ameliora Wealth Management
Switzerland
$4.21M +$141K +1,181 +4%
OL
44
Owen LaRue
Kentucky
$3.94M +$162K +1,353 +5%
Truist Financial
45
Truist Financial
North Carolina
$3.74M +$2.43M +20,394 +227%
TPA
46
Trivium Point Advisory
Connecticut
$3.59M +$481K +4,030 +16%
BSG
47
Black Swift Group
Colorado
$3.48M -$1.83M -15,334 -36%
MD
48
Money Design
Japan
$3.39M -$479K -4,011 -13%
SAW
49
Signal Advisors Wealth
Michigan
$3.09M +$2.9M +24,253 New
ES
50
Eagle Strategies
New York
$3.06M -$207K -1,732 -7%
1
2
3 4 5

GRID Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2024, worth a combined $1.07B — up 36% from $788M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GRID positions and 26 closed out — a net gain of 29 holders — while 105 added to existing stakes and 60 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $60.1M. The largest seller was Bank Hapoalim BM, exiting entirely with an estimated $12.3M sold.

  • 263 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2024, up from 237 in Q2 2024.
  • Funds reported $1.07B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2024, up 36% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2024 and 26 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $60.1M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2024 was Bank Hapoalim BM, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.