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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

96 hedge funds and large institutions have $206M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

68% more capital invested

Capital invested by funds: $123M → $206M (+$83.3M)

22% more funds holding

Funds holding: 79 → 96 (+17)

2.6% more ownership

Funds ownership: 45.45% → 48.05% (+2.6%)

Holders
96
Holders Change
+17
Holders Change %
+21.52%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
44
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$14.6M
2
Jane Street
Jane Street
New York
+$13M
3
Morgan Stanley
Morgan Stanley
New York
+$7.47M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.7M
5
LPL Financial
LPL Financial
California
+$5.37M

Top Sellers

Rank Fund Capital Flow
1
VFA
Voya Financial Advisors
Connecticut
-$2.46M
2
FAIM
Financial Advocates Investment Management
Washington
-$2.33M
3
GIA
Gladstone Institutional Advisory
Florida
-$1.88M
4
PAG
Private Advisor Group
New Jersey
-$1.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$53K +$51.1K +571 New
JCM
77
Jacobi Capital Management
Pennsylvania
$34K +$29.8K +333 +1,110%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$32.2K +360 New
CFGS
79
Concourse Financial Group Securities
Alabama
$28K +$27K +302 New
TFGT
80
TS Financial Group (TSFG)
Illinois
$24K – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2K +$21.5K +240 New
BCV
82
Banque Cantonale Vaudoise
Switzerland
$22K – – –
FFG
83
Ford Financial Group
California
$22K +$21.5K +240 New
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$21K +$20K +223 New
Barclays
85
Barclays
United Kingdom
$21K +$20.3K +227 New
GWSG
86
GPS Wealth Strategies Group
Colorado
$19K – – –
PB
87
Pinnacle Bancorp
Nebraska
$15K – – –
LFG
88
Larson Financial Group
Missouri
$11K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$10K +$9.84K +110 New
CFB
90
Cullen/Frost Bankers
Texas
$9K – – –
FHA
91
First Horizon Advisors
Tennessee
$8K +$3.22K +36 +69%
LC
92
Lindbrook Capital
California
$5K – – –
SB
93
Strategic Blueprint
Georgia
$5K +$5.28K +59 New
FRA
94
Front Row Advisors
California
$4K +$3.58K +40 New
GRP
95
Global Retirement Partners
California
$3K +$2.69K +30 New
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$1K -$2.06K -23 -62%
VFA
98
Voya Financial Advisors
Connecticut
– -$2.46M -28,732 Closed
FAIM
99
Financial Advocates Investment Management
Washington
– -$2.33M -26,936 Closed
GIA
100
Gladstone Institutional Advisory
Florida
– -$1.88M -21,790 Closed
1 2 3
4
5

GRID Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2021, worth a combined $206M — up 68% from $123M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GRID positions and 11 closed out — a net gain of 18 holders — while 44 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $14.6M. The largest seller was Voya Financial Advisors, exiting entirely with an estimated $2.46M sold.

  • 96 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2021, up from 79 in Q1 2021.
  • Funds reported $206M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2021, up 68% quarter-over-quarter.
  • 29 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2021 and 11 closed out, a net change of +18 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2021 was UBS Group, an estimated $14.6M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2021 was Voya Financial Advisors, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2021.