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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

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: 154 → 151 (-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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.15M
2
UBS Group
UBS Group
Switzerland
+$2.51M
3
Bank of America
Bank of America
North Carolina
+$2.43M
4
MIH
Meitav Investment House
Israel
+$2.02M
5
FFN
Focus Financial Network
Minnesota
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$7.48M
2
3F
360 Financial
Minnesota
-$6.87M
3
SI
Stephens Inc
Arkansas
-$3.81M
4
PAG
Private Advisor Group
New Jersey
-$2.97M
5
SC
Scotia Capital
Ontario, Canada
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
Mascoma Wealth Management
New Hampshire
$48K +$44.1K +477 +1,645%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.4K – – –
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$37K – – –
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
TSWM
130
Tyler-Stone Wealth Management
Ohio
$33K – – –
BCV
131
Banque Cantonale Vaudoise
Switzerland
$30K – – –
PB
132
Pinnacle Bancorp
Nebraska
$30K +$1.76K +19 +6%
TFGT
133
TS Financial Group (TSFG)
Illinois
$24K – – –
GWSG
134
GPS Wealth Strategies Group
Colorado
$20K – – –
MA
135
MUFG Americas
New York
$20K – – –
US Bancorp
136
US Bancorp
Minnesota
$14K – – –
FMP
137
Financial Management Professionals
Texas
$12K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$11K – – –
LFG
139
Larson Financial Group
Missouri
$11K – – –
RCM
140
Raleigh Capital Management
North Carolina
$11K +$11K +119 New
TWC
141
TD Waterhouse Canada
Ontario, Canada
$10.4K – – –
MIFH
142
Migdal Insurance & Financial Holdings
Israel
$10K – – –
BAM
143
Bellevue Asset Management
Washington
$9K – – –
HA
144
Herold Advisors
New York
$6.58K +$6.47K +70 New
AIP
145
Ameritas Investment Partners
Nebraska
$6K – – –
SWM
146
Spire Wealth Management
Virginia
$5K -$29.1K -315 -85%
FRA
147
Front Row Advisors
California
$4K – – –
CWP
148
Concord Wealth Partners
Virginia
$3K – – –
MA
149
MCF Advisors
Kentucky
$2K +$1.85K +20 New
GRP
150
Global Retirement Partners
California
$2K +$2.77K +30 New
3 4 5
6
7

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.