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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

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: 154151 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$1.11M +$60.7K +656 +6%
Citigroup
52
Citigroup
New York
$1.06M -$363K -3,922 -26%
AIFAIM
53
American Institute for Advanced Investment Management
Arizona
$1.04M -$25K -270 -2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$999K +$749K +8,097 +321%
CA
55
CoreCap Advisors
Michigan
$962K +$96.6K +1,044 +11%
KWM
56
Kingsview Wealth Management
Oregon
$900K +$2.77K +30 +0.3%
APA
57
American Portfolios Advisors
New York
$877K +$30.3K +328 +4%
SC
58
Scotia Capital
Ontario, Canada
$848K -$1.91M -20,602 -70%
SWP
59
Stratos Wealth Partners
Ohio
$846K -$124K -1,339 -13%
HF
60
HRT Financial
New York
$782K +$769K +8,314 New
AWM
61
AE Wealth Management
Kansas
$745K -$35.9K -388 -5%
Vontobel Holding
62
Vontobel Holding
Switzerland
$724K +$389K +4,200 +120%
MML Investors Services
63
MML Investors Services
Massachusetts
$709K +$31.8K +344 +5%
CAG
64
Csenge Advisory Group
Florida
$691K +$679K +7,344 New
OCM
65
One Capital Management
California
$638K +$628K +6,788 New
EA
66
Eudaimonia Advisors
Tennessee
$588K -$14.4K -156 -2%
CA
67
Corrado Advisors
New Jersey
$537K +$528K +5,713 New
CAN
68
Claraphi Advisory Network
United States
$523K -$196K -2,119 -28%
CWA
69
Clarus Wealth Advisors
Arizona
$488K +$52.1K +563 +12%
SPC
70
Sigma Planning Corp
Michigan
$478K -$8.88K -96 -2%
BCMIO
71
Beacon Capital Management Inc (Ohio)
Ohio
$470K
ED
72
Exane Derivatives
France
$467K +$20K +216 +5%
D
73
Diversified
Delaware
$465K -$64.6K -698 -12%
ET
74
Equitable Trust
Tennessee
$465K
VWA
75
V Wealth Advisors
Kansas
$458K +$17.5K +189 +4%

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.