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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

263 hedge funds and large institutions have $1.07B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

75% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 60

36% more capital invested

Capital invested by funds: $788M → $1.07B (+$286M)

11% more funds holding

Funds holding: 237 → 263 (+26)

7.81% more ownership

Funds ownership: 54.96% → 62.77% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
263
Holders Change
+26
Holders Change %
+10.97%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
55
Increased
105
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$60.1M
2
Bank of America
Bank of America
North Carolina
+$39.8M
3
Morgan Stanley
Morgan Stanley
New York
+$28.3M
4
FTUS
Flow Traders U.S.
New York
+$18.7M
5
LPL Financial
LPL Financial
California
+$11.5M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
-$12.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.49M
3
Jane Street
Jane Street
New York
-$3.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.39M
5
AssetMark Inc
AssetMark Inc
California
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$1.81M +$41.7K +349 +3%
CAG
77
Csenge Advisory Group
Florida
$1.8M -$69.2K -580 -4%
KIA
78
Kraematon Investment Advisors
Massachusetts
$1.71M -$19.9K -167 -1%
RG
79
Rathbones Group
United Kingdom
$1.7M +$77.8K +652 +5%
OC
80
Oppenheimer & Co
New York
$1.69M +$244K +2,041 +18%
WS
81
Wedbush Securities
California
$1.65M -$51.8K -434 -3%
PCOTEOTHU
82
Provident Company of the Employees of the Hebrew University
Israel
$1.6M – – –
P
83
&Partners
Tennessee
$1.59M +$1.5M +12,525 New
AIFAIM
84
American Institute for Advanced Investment Management
Arizona
$1.58M +$59.7K +500 +4%
AWA
85
Arete Wealth Advisors
Illinois
$1.52M +$1.44M +12,053 New
SEA
86
Stegent Equity Advisors
Texas
$1.47M -$217K -1,814 -14%
SWM
87
SeaCrest Wealth Management
New York
$1.41M +$1.32M +11,099 New
PWM
88
Perigon Wealth Management
California
$1.37M +$1.29M +10,771 New
SPIA
89
Steward Partners Investment Advisory
New York
$1.37M +$693K +5,809 +118%
NA
90
NewEdge Advisors
Louisiana
$1.31M +$341K +2,855 +38%
CA
91
Corrado Advisors
New Jersey
$1.3M +$15.9K +133 +1%
AWM
92
AE Wealth Management
Kansas
$1.22M -$41.1K -344 -3%
EH
93
Equitable Holdings
New York
$1.21M +$1.14M +9,515 New
HAS
94
HBW Advisory Services
California
$1.19M +$1.12M +9,390 New
KC
95
Kepos Capital
New York
$1.17M +$119 +1 +0%
CWM
96
Concentrum Wealth Management
California
$1.15M +$71.7K +601 +7%
PSCM
97
Per Stirling Capital Management
Texas
$1.09M +$25.1K +210 +3%
IA
98
IFP Advisors
Florida
$1.09M +$14.7K +123 +1%
Mariner
99
Mariner
Kansas
$1.09M -$24.8K -208 -2%
SWP
100
Stratos Wealth Partners
Ohio
$1.08M -$373K -3,123 -27%
2 3
4
5 6

GRID Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2024, worth a combined $1.07B — up 36% from $788M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GRID positions and 26 closed out — a net gain of 29 holders — while 105 added to existing stakes and 60 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $60.1M. The largest seller was Bank Hapoalim BM, exiting entirely with an estimated $12.3M sold.

  • 263 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2024, up from 237 in Q2 2024.
  • Funds reported $1.07B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2024, up 36% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2024 and 26 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $60.1M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2024 was Bank Hapoalim BM, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.