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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

314 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

26% more capital invested

Capital invested by funds: $1.22B → $1.54B (+$321M)

6% more funds holding

Funds holding: 296314 (+18)

0.9% less ownership

Funds ownership: 60.6%59.7% (-0.9%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
135
Reduced
85
Closed
28
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$2.39M +$69.7K +561 +3%
SWP
77
Stratos Wealth Partners
Ohio
$2.34M +$309K +2,488 +17%
BCA
78
Bay Colony Advisors
Massachusetts
$2.23M +$698K +5,616 +54%
Renaissance Technologies
79
Renaissance Technologies
New York
$2.2M +$1.96M +15,800 New
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$2.18M
PCIA
81
Prime Capital Investment Advisors
Kansas
$2.16M -$896K -7,213 -32%
KWM
82
Kingsview Wealth Management
Oregon
$2.15M +$121K +974 +7%
GIA
83
Gladstone Institutional Advisory
Florida
$2.12M +$326K +2,624 +21%
MF
84
Montis Financial
Massachusetts
$2.11M -$135K -1,086 -7%
SCM
85
Sage Capital Management
New Jersey
$2.1M +$28.9K +233 +2%
IAIM
86
International Assets Investment Management
Florida
$2.04M +$740K +5,957 +68%
GVAG
87
Great Valley Advisor Group
Delaware
$2.02M +$3.48K +28 +0.2%
1WM
88
1858 Wealth Management
Ohio
$2.02M +$239K +1,922 +15%
JP Morgan Chase
89
JP Morgan Chase
New York
$2M +$1.75M +14,108 +5,284%
FAM
90
Flaharty Asset Management
Florida
$1.89M -$164K -1,322 -9%
PCOTEOTHU
91
Provident Company of the Employees of the Hebrew University
Israel
$1.87M
AIFAIM
92
American Institute for Advanced Investment Management
Arizona
$1.81M +$412K +3,315 +14%
KIA
93
Kraematon Investment Advisors
Massachusetts
$1.8M -$17.4K -140 -1%
GLA
94
Good Life Advisors
Pennsylvania
$1.78M +$631K +5,079 +66%
WS
95
Wedbush Securities
California
$1.73M -$94.3K -759 -6%
HW
96
Hedeker Wealth
Illinois
$1.73M +$130K +1,049 +9%
CWM
97
Cornerstone Wealth Management
Missouri
$1.73M +$255K +2,055 +20%
FA
98
Fiduciary Alliance
South Carolina
$1.72M +$1.54M +12,385 New
SPC
99
Sigma Planning Corp
Michigan
$1.7M +$81.1K +653 +6%
CA
100
Corrado Advisors
New Jersey
$1.67M +$95.3K +767 +7%

GRID Hedge Fund Activity: Q2 2025 in Review

314 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2025, worth a combined $1.54B — up 26% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GRID positions and 28 closed out — a net gain of 20 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $20.8M.

  • 314 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $1.54B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 48 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2025 and 28 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2025 was LPL Financial, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2025 was Jane Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.