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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

363 hedge funds and large institutions have $2.31B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 21

253% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 53

56% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $891K

50% more capital invested

Capital invested by funds: $1.54B → $2.31B (+$769M)

16% more funds holding

Funds holding: 314363 (+49)

1.39% more ownership

Funds ownership: 59.7%61.08% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
363
Holders Change
+49
Holders Change %
+15.61%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
79
Increased
187
Reduced
53
Closed
21
Calls
$1.39M
Puts
$891K
Net Calls
+$499K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
101
Kraematon Investment Advisors
Massachusetts
$2.12M +$157K +1,093 +8%
MF
102
Montis Financial
Massachusetts
$2.12M -$166K -1,151 -8%
AI
103
Arvest Investments
Arkansas
$2.11M +$2M +13,936 New
CIA
104
Concurrent Investment Advisors
Florida
$2.07M +$285K +1,980 +17%
MA
105
Mutual Advisors
Nebraska
$2.07M +$1.92M +13,333 New
WIM
106
Waycross Investment Management
Washington
$2.05M +$1.58M +10,993 +422%
PCOTEOTHU
107
Provident Company of the Employees of the Hebrew University
Israel
$2.05M +$22.7K +158 +1%
IAIM
108
International Assets Investment Management
Florida
$2.04M +$3.02K +21 +0.1%
FAM
109
Flaharty Asset Management
Florida
$2.03M -$26.8K -186 -1%
SPC
110
Sigma Planning Corp
Michigan
$1.97M +$119K +829 +7%
CA
111
Corrado Advisors
New Jersey
$1.9M +$78.8K +548 +5%
AIFAIM
112
American Institute for Advanced Investment Management
Arizona
$1.88M -$1.34M -9,281 -35%
WAG
113
Wiser Advisor Group
Arizona
$1.86M +$280K +1,949 +19%
SEA
114
Stegent Equity Advisors
Texas
$1.74M +$6.91K +48 +0.4%
WIP
115
WealthCare Investment Partners
Rhode Island
$1.73M +$119K +826 +8%
CCFM
116
Clear Creek Financial Management
Washington
$1.71M +$153K +1,064 +10%
FWP
117
Forefront Wealth Partners
Texas
$1.67M -$363K -2,520 -19%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$1.64M -$692K -4,812 -31%
SA
119
Sovran Advisors
California
$1.62M +$875K +6,081 +143%
IWC
120
Integrated Wealth Concepts
Massachusetts
$1.62M -$65.5K -455 -4%
RA
121
RFG Advisory
Alabama
$1.62M -$1.48M -10,306 -49%
BFWM
122
Bright Futures Wealth Management
New York
$1.58M +$1.51M +10,481 New
HAS
123
HBW Advisory Services
California
$1.54M +$28.5K +198 +2%
Renaissance Technologies
124
Renaissance Technologies
New York
$1.53M -$820K -5,700 -36%
JWCA
125
J.W. Cole Advisors
Florida
$1.52M +$952K +6,618 +193%

GRID Hedge Fund Activity: Q3 2025 in Review

363 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2025, worth a combined $2.31B — up 50% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GRID positions and 21 closed out — a net gain of 58 holders — while 187 added to existing stakes and 53 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $149M. The largest seller was TPG Financial Advisors, cutting an estimated $6.76M.

  • 363 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $2.31B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2025, up 50% quarter-over-quarter.
  • 79 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2025 and 21 closed out, a net change of +58 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2025 was Harel Insurance Investments & Financial Services, an estimated $149M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2025 was TPG Financial Advisors, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2025.