First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
180 hedge funds and large institutions have $587M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 27 closing their positions.
170% more call options, than puts
Call options by funds: $254K | Put options by funds: $94K
145% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 31
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
20% more capital invested
Capital invested by funds: $490M → $587M (+$97.3M)
3% more funds holding
Funds holding: 174 → 180 (+6)
3.43% more ownership
Funds ownership: 54.19% → 57.62% (+3.4%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$110M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.2M |
| 3 |
Jane Street
New York
|
+$14.1M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$12.3M |
| 5 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$11.5M |
Top Sellers
| 1 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
-$44.4M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$18.4M |
| 3 |
3F
360 Financial
Wayzata,
Minnesota
|
-$7.42M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
-$2.33M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$1.72M |
GRID Hedge Fund Activity: Q3 2023 in Review
180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2023, worth a combined $587M — up 20% from $490M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new GRID positions and 27 closed out — a net gain of 8 holders — while 76 added to existing stakes and 31 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $110M. The largest seller was Mivtachim The Workers Social Insurance Fund, exiting entirely with an estimated $44.4M sold.
- 180 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2023, up from 174 in Q2 2023.
- Funds reported $587M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2023, up 20% quarter-over-quarter.
- 35 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2023 and 27 closed out, a net change of +8 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2023 was AssetMark Inc, an estimated $110M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2023 was Mivtachim The Workers Social Insurance Fund, an estimated $44.4M sold.
Based on aggregated 13F filings for Q3 2023.