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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

148 hedge funds and large institutions have $285M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 50.33% → 50.02% (-0.31%)

2% less funds holding

Funds holding: 151 → 148 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

22% less capital invested

Capital invested by funds: $367M → $285M (-$81.6M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
57
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$34.8M
2
Jane Street
Jane Street
New York
+$9.31M
3
Wells Fargo
Wells Fargo
California
+$2.68M
4
OMC
Old Mission Capital
Illinois
+$2.5M
5
Stifel Financial
Stifel Financial
Missouri
+$1.52M

Top Sellers

1
IFG
Independent Financial Group
California
-$30M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.03M
3
Bank of America
Bank of America
North Carolina
-$6.68M
4
UBS Group
UBS Group
Switzerland
-$5.21M
5
PAG
Private Advisor Group
New Jersey
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$23K -$142K -1,676 -85%
TFGT
127
TS Financial Group (TSFG)
Illinois
$20K – – –
MA
128
MUFG Americas
New York
$17K – – –
GWSG
129
GPS Wealth Strategies Group
Colorado
$16K – – –
TWM
130
Tradition Wealth Management
Minnesota
$14K -$33.8K -399 -69%
US Bancorp
131
US Bancorp
Minnesota
$12K – – –
CS
132
Credit Suisse
Switzerland
$12K +$12.7K +150 New
JFA
133
JNBA Financial Advisors
Minnesota
$12K +$13.4K +158 New
PB
134
Pinnacle Bancorp
Nebraska
$10K -$15.2K -179 -57%
FMP
135
Financial Management Professionals
Texas
$10K – – –
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$9K – – –
RCM
137
Raleigh Capital Management
North Carolina
$9K – – –
LFG
138
Larson Financial Group
Missouri
$9K +$85 +1 +0.8%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$8K +$8.91K +105 New
BAM
140
Bellevue Asset Management
Washington
$7K – – –
AIP
141
Ameritas Investment Partners
Nebraska
$5K – – –
FRA
142
Front Row Advisors
California
$3K – – –
SWM
143
Spire Wealth Management
Virginia
$2K -$2.38K -28 -50%
GRP
144
Global Retirement Partners
California
$2K -$339 -4 -13%
MA
145
MCF Advisors
Kentucky
$2K – – –
IAIM
146
International Assets Investment Management
Florida
$275 – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$10 – – –
USCWA
148
U.S. Capital Wealth Advisors
Texas
– -$3.35M -35,580 Closed
Mariner
149
Mariner
Kansas
– -$2.23M -23,761 Closed
AI
150
Atria Investments
North Carolina
– -$1.86M -19,770 Closed
3 4 5
6
7

GRID Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2022, worth a combined $285M — down 22% from $367M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of GRID and 18 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 46 added.

The largest buyer was Mivtachim The Workers Social Insurance Fund, adding an estimated $34.8M. The largest seller was Independent Financial Group, cutting an estimated $30M.

  • 148 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2022, down from 151 in Q1 2022.
  • Funds reported $285M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 18 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2022 and 20 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2022 was Mivtachim The Workers Social Insurance Fund, an estimated $34.8M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2022 was Independent Financial Group, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2022.