First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
150 hedge funds and large institutions have $326M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
24% more capital invested
Capital invested by funds: $263M → $326M (+$62.9M)
3% more funds holding
Funds holding: 145 → 150 (+5)
3.08% more ownership
Funds ownership: 49.47% → 52.54% (+3.1%)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$15.2M |
| 2 |
Jane Street
New York
|
+$7.41M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$4.61M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.64M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.96M |
| 2 |
CWM
Concentrum Wealth Management
San Jose,
California
|
-$2.42M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.76M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.62M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.27M |
GRID Hedge Fund Activity: Q4 2022 in Review
150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2022, worth a combined $326M — up 24% from $263M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GRID positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 55 trimmed.
The largest buyer was Portfolio Strategies, adding an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $5.96M.
- 150 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2022, up from 145 in Q3 2022.
- Funds reported $326M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
- 20 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2022 and 14 closed out, a net change of +6 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2022 was Portfolio Strategies, an estimated $15.2M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2022 was Wells Fargo, an estimated $5.96M sold.
Based on aggregated 13F filings for Q4 2022.