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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
PGAM
76
Princeton Global Asset Management
New Jersey
$444K -$120K -1,300 -22%
CIAS
77
Capital Investment Advisory Services
North Carolina
$435K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$434K +$17.5K +189 +4%
DADC
79
D.A. Davidson & Co
Montana
$385K +$378K +4,090 New
WWM
80
Western Wealth Management
Colorado
$368K -$87.6K -947 -19%
Renaissance Technologies
81
Renaissance Technologies
New York
$348K -$722K -7,800 -68%
SF
82
Synovus Financial
Georgia
$344K +$340K +3,675 New
CFG
83
Cooper Financial Group
California
$336K +$28.4K +307 +9%
IGWM
84
ICA Group Wealth Management
Colorado
$335K +$352K +3,806 New
IAIM
85
International Assets Investment Management
Florida
$333K
CCA
86
Catalyst Capital Advisors
New York
$322K +$212K +2,295 +204%
MRC
87
Millburn Ridgefield Corp
New York
$321K +$212K +2,295 +204%
VCM
88
Virtue Capital Management
Tennessee
$320K +$93 +1 +0%
WP
89
Wealthspan Partners
Iowa
$316K +$45.3K +490 +17%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$306K +$3.7K +40 +1%
SSWM
91
Sheets Smith Wealth Management
North Carolina
$304K +$299K +3,236 New
PWA
92
PCG Wealth Advisors
Kansas
$295K -$95.6K -1,033 -25%
GIA
93
Gladstone Institutional Advisory
Florida
$291K +$16.7K +181 +6%
SIC
94
Salem Investment Counselors
North Carolina
$282K -$84.6K -915 -23%
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$276K +$272K +2,938 New
HighTower Advisors
96
HighTower Advisors
Illinois
$275K -$324K -3,500 -54%
AAS
97
Avantax Advisory Services
Texas
$275K +$270K +2,922 New
CAP
98
Columbia Advisory Partners
Washington
$267K +$75K +811 +40%
VCM
99
Vivaldi Capital Management
Illinois
$264K
IF
100
Intrua Financial
Texas
$263K

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.