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.
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%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.6M |
| 2 |
Jane Street
New York
|
+$13M |
| 3 |
Morgan Stanley
New York
|
+$7.47M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.37M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
HSBC Holdings
London,
United Kingdom
| – | -$345K | -4,000 | Closed |
|
|
SWA
102
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$302K | -3,502 | Closed |
|
|
PAG
103
Private Advisory Group
Redmond,
Washington
| – | -$206K | -2,389 | Closed |
|
|
CFD
104
Creative Financial Designs
Kokomo,
Indiana
| – | -$26K | -300 | Closed |
|
|
MF
105
Manchester Financial
Westlake Village,
California
| – | -$11K | -125 | Closed |
|
|
SFS
106
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$7K | -75 | Closed |
|
|
FP
107
Fiduciary Planning
Englewood,
Florida
| – | -$3K | -30 | Closed |
|
|
SWM
108
Spire Wealth Management
Mclean,
Virginia
| – | -$2K | -20 | Closed |
|
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.