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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

148 hedge funds and large institutions have $285M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 50.33%50.02% (-0.31%)

2% less funds holding

Funds holding: 151148 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

22% less capital invested

Capital invested by funds: $367M → $285M (-$81.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
46
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBL
51
Beck Bode LLC
Massachusetts
$827K +$904K +10,662 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$806K -$40.4K -476 -4%
CA
53
CoreCap Advisors
Michigan
$776K -$18.8K -222 -2%
SFPG
54
Stonebridge Financial Planning Group
Florida
$774K -$256K -3,015 -23%
SC
55
Scotia Capital
Ontario, Canada
$771K +$78.2K +922 +10%
APA
56
American Portfolios Advisors
New York
$718K -$5.17K -61 -0.7%
AWM
57
AE Wealth Management
Kansas
$694K +$87.3K +1,029 +13%
KWM
58
Kingsview Wealth Management
Oregon
$603K -$151K -1,785 -19%
SWP
59
Stratos Wealth Partners
Ohio
$591K -$117K -1,374 -15%
Goldman Sachs
60
Goldman Sachs
New York
$571K +$625K +7,363 New
CWA
61
Clarus Wealth Advisors
Arizona
$519K +$107K +1,260 +23%
CA
62
Corrado Advisors
New Jersey
$489K +$50.6K +597 +10%
MML Investors Services
63
MML Investors Services
Massachusetts
$453K -$144K -1,701 -23%
CAN
64
Claraphi Advisory Network
United States
$444K +$14.5K +171 +3%
EP
65
Eudaimonia Partners
Tennessee
$441K +$483K +5,691 New
Vontobel Holding
66
Vontobel Holding
Switzerland
$427K -$187K -2,200 -29%
VWA
67
V Wealth Advisors
Kansas
$407K +$32K +377 +8%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$407K +$196K +2,313 +79%
BCMIO
69
Beacon Capital Management Inc (Ohio)
Ohio
$388K
OCM
70
One Capital Management
California
$383K -$155K -1,827 -27%
ET
71
Equitable Trust
Tennessee
$383K
SPC
72
Sigma Planning Corp
Michigan
$369K -$27.5K -324 -6%
CIAS
73
Capital Investment Advisory Services
North Carolina
$359K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$358K +$85 +1 +0%
EA
75
Eudaimonia Advisors
Tennessee
$352K -$146K -1,718 -27%

GRID Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2022, worth a combined $285M — down 22% from $367M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of GRID and 18 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 46 added.

The largest buyer was Mivtachim The Workers Social Insurance Fund, adding an estimated $34.8M. The largest seller was Independent Financial Group, cutting an estimated $30M.

  • 148 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2022, down from 151 in Q1 2022.
  • Funds reported $285M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 18 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2022 and 20 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2022 was Mivtachim The Workers Social Insurance Fund, an estimated $34.8M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2022 was Independent Financial Group, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2022.