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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

145 hedge funds and large institutions have $263M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

0.56% less ownership

Funds ownership: 50.02% → 49.47% (-0.56%)

2% less funds holding

Funds holding: 148 → 145 (-3)

8% less capital invested

Capital invested by funds: $285M → $263M (-$21.8M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
42
Closed
14
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$53K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$1.38M
2
GIA
Gladstone Institutional Advisory
Florida
+$1.27M
3
FANJ
Financial Architects (New Jersey)
New Jersey
+$1.26M
4
MD
Money Design
Japan
+$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$980K

Top Sellers

1
Jane Street
Jane Street
New York
-$8.85M
2
Bank of America
Bank of America
North Carolina
-$3.04M
3
OMC
Old Mission Capital
Illinois
-$2.28M
4
Ameriprise
Ameriprise
Minnesota
-$1.73M
5
HT
HAP Trading
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRC
101
Millburn Ridgefield Corp
New York
$211K -$84.9K -1,012 -27%
IF
102
Intrua Financial
Texas
$211K – – –
IFG
103
Independent Financial Group
California
$206K – – –
William Blair & Company
104
William Blair & Company
Illinois
$145K +$15.3K +182 +10%
IA
105
IFP Advisors
Florida
$138K +$84 +1 +0%
CF
106
Centaurus Financial
California
$115K +$13.3K +159 +12%
BTI
107
Blue Trust Inc
Georgia
$106K – – –
PTC
108
Private Trust Company
Ohio
$104K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$98K +$2.68K +32 +3%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$87K – – –
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$83K +$46.9K +559 +103%
GWM
112
Geneos Wealth Management
Colorado
$67K -$16.8K -200 -18%
M
113
MOTCO
Texas
$59K +$66.1K +788 New
CFGS
114
Concourse Financial Group Securities
Alabama
$51K -$3.1K -37 -5%
AF
115
Allworth Financial
California
$48K +$13.8K +165 +35%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$46K +$17.8K +212 +53%
MWM
117
Mascoma Wealth Management
New Hampshire
$38K – – –
AssetMark Inc
118
AssetMark Inc
California
$34K +$5.03K +60 +16%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K – – –
Fidelity Investments
120
Fidelity Investments
Massachusetts
$33K +$27.6K +329 +313%
BCV
121
Banque Cantonale Vaudoise
Switzerland
$24K – – –
LC
122
Lindbrook Capital
California
$24K – – –
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$24K +$1.59K +19 +6%
GWSG
124
GPS Wealth Strategies Group
Colorado
$23K +$7.55K +90 +43%
MA
125
MUFG Americas
New York
$16K – – –
3 4
5
6 7

GRID Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2022, worth a combined $263M — down 7.7% from $285M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GRID and 12 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 54 added.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.38M. The largest seller was Jane Street, cutting an estimated $8.85M.

  • 145 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2022, down from 148 in Q2 2022.
  • Funds reported $263M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 12 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2022 and 14 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2022 was NewEdge Advisors, an estimated $1.38M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2022 was Jane Street, an estimated $8.85M sold.

Based on aggregated 13F filings for Q3 2022.