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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

112 hedge funds and large institutions have $260M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 11

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $206M → $260M (+$53.8M)

17% more funds holding

Funds holding: 96 → 112 (+16)

1.18% less ownership

Funds ownership: 48.05% → 46.87% (-1.2%)

Holders
112
Holders Change
+16
Holders Change %
+16.67%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
57
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.88M
2
Morgan Stanley
Morgan Stanley
New York
+$7.29M
3
Wells Fargo
Wells Fargo
California
+$7.02M
4
LPL Financial
LPL Financial
California
+$6.45M
5
3F
360 Financial
Minnesota
+$6.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.1M
2
HT
HAP Trading
New York
-$3.93M
3
HF
HRT Financial
New York
-$1.74M
4
LFAS
Level Four Advisory Services
Texas
-$1.44M
5
ARC
Advisor Resource Council
Texas
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$17K -$4.05K -42 -19%
US Bancorp
102
US Bancorp
Minnesota
$14K +$14.5K +150 New
LFG
103
Larson Financial Group
Missouri
$11K +$96 +1 +0.8%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$10K – – –
MIFH
105
Migdal Insurance & Financial Holdings
Israel
$10K +$10.6K +110 New
BAM
106
Bellevue Asset Management
Washington
$8K +$8.68K +90 New
HA
107
Herold Advisors
New York
$6K +$6.75K +70 New
FRA
108
Front Row Advisors
California
$4K – – –
GRP
109
Global Retirement Partners
California
$3K – – –
CWP
110
Concord Wealth Partners
Virginia
$3K +$2.89K +30 New
KIG
111
Kowal Investment Group
Wisconsin
$3K +$3.28K +34 New
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1K – – –
HT
114
HAP Trading
New York
– -$3.93M -42,394 Closed
HF
115
HRT Financial
New York
– -$1.74M -18,803 Closed
LFAS
116
Level Four Advisory Services
Texas
– -$1.44M -15,579 Closed
ARC
117
Advisor Resource Council
Texas
– -$641K -6,922 Closed
ASN
118
Advisory Services Network
Georgia
– -$53K -571 Closed
FFG
119
Ford Financial Group
California
– -$22K -240 Closed
Barclays
120
Barclays
United Kingdom
– -$21K -227 Closed
CFB
121
Cullen/Frost Bankers
Texas
– -$9K -100 Closed
FHA
122
First Horizon Advisors
Tennessee
– -$8K -88 Closed
SB
123
Strategic Blueprint
Georgia
– -$5K -59 Closed
1 2 3 4
5

GRID Hedge Fund Activity: Q3 2021 in Review

112 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2021, worth a combined $260M — up 26% from $206M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GRID positions and 10 closed out — a net gain of 17 holders — while 57 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $9.88M. The largest seller was Jane Street, cutting an estimated $12.1M.

  • 112 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2021, up from 96 in Q2 2021.
  • Funds reported $260M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2021, up 26% quarter-over-quarter.
  • 27 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2021 and 10 closed out, a net change of +17 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2021 was Bank of America, an estimated $9.88M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2021 was Jane Street, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.