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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
JWCA
101
J.W. Cole Advisors
Florida
$248K -$53.2K -575 -18%
ECA
102
Elevated Capital Advisors
Utah
$241K +$237K +2,564 New
DI
103
DFPG Investments
Utah
$236K
MCC
104
Money Concepts Capital
Florida
$236K +$232K +2,512 New
JCM
105
Jacobi Capital Management
Pennsylvania
$234K +$230K +2,488 New
HSBC Holdings
106
HSBC Holdings
United Kingdom
$228K
CI Investments Inc
107
CI Investments Inc
Ontario, Canada
$227K +$82.8K +895 +59%
Creative Planning
108
Creative Planning
Kansas
$223K
PFS
109
Prospera Financial Services
Texas
$221K -$157K -1,699 -42%
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$219K +$215K +2,326 New
3F
111
360 Financial
Minnesota
$217K -$6.87M -74,318 -97%
GVAG
112
Great Valley Advisor Group
Delaware
$214K -$4.72K -51 -2%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$186K -$90.4K -977 -33%
LC
114
Lindbrook Capital
California
$172K
GWM
115
Geneos Wealth Management
Colorado
$169K -$18.5K -200 -10%
William Blair & Company
116
William Blair & Company
Illinois
$165K
IA
117
IFP Advisors
Florida
$138K +$34.9K +377 +18%
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$128K
CF
119
Centaurus Financial
California
$126K +$20.4K +220 +20%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$109K -$23.1K -250 -18%
SPIA
121
Steward Partners Investment Advisory
New York
$109K +$29.9K +323 +39%
CFGS
122
Concourse Financial Group Securities
Alabama
$64K -$26.4K -285 -29%
TWM
123
Tradition Wealth Management
Minnesota
$55K
FCA
124
FinTrust Capital Advisors
South Carolina
$51K +$50.9K +550 New
AssetMark Inc
125
AssetMark Inc
California
$48K -$370 -4 -0.8%

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.