We are live on ! Find out more
GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

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: 112154 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$1.08M +$1.04M +10,371 +5,730%
SWP
52
Stratos Wealth Partners
Ohio
$1.06M +$149K +1,481 +17%
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.06M +$100K +995 +11%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.04M
WCM
55
WealthBridge Capital Management
Ohio
$1.03M +$360K +3,578 +55%
RG
56
Rathbones Group
United Kingdom
$980K +$961K +9,546 New
KWM
57
Kingsview Wealth Management
Oregon
$979K +$61.1K +607 +7%
CA
58
CoreCap Advisors
Michigan
$943K +$924K +9,180 New
Citadel Advisors
59
Citadel Advisors
Florida
$936K -$1.79M -17,811 -66%
APA
60
American Portfolios Advisors
New York
$923K +$120K +1,195 +15%
CM
61
Columbus Macro
Pennsylvania
$855K -$39.3K -391 -4%
AWM
62
AE Wealth Management
Kansas
$853K +$328K +3,259 +65%
CAN
63
Claraphi Advisory Network
United States
$788K +$772K +7,676 New
MML Investors Services
64
MML Investors Services
Massachusetts
$738K +$475K +4,723 +191%
CWM
65
Collaborative Wealth Management
Florida
$721K +$707K +7,025 New
FIG
66
FundX Investment Group
California
$718K -$93.2K -926 -12%
HighTower Advisors
67
HighTower Advisors
Illinois
$659K +$37.7K +375 +6%
EA
68
Eudaimonia Advisors
Tennessee
$658K +$645K +6,407 New
PGAM
69
Princeton Global Asset Management
New Jersey
$618K +$15.4K +153 +3%
D
70
Diversified
Delaware
$580K -$20.8K -207 -4%
OIA
71
OneDigital Investment Advisors
Kansas
$579K +$3.62K +36 +0.6%
SPC
72
Sigma Planning Corp
Michigan
$532K +$185K +1,837 +55%
FEM
73
Fulcrum Equity Management
Texas
$523K +$5.33K +53 +1%
BCMIO
74
Beacon Capital Management Inc (Ohio)
Ohio
$513K +$503K +5,000 New
ET
75
Equitable Trust
Tennessee
$507K +$497K +4,939 New

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.