First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
154 hedge funds and large institutions have $401M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 63 increasing their positions, 18 reducing their positions, and 7 closing their positions.
629% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 7
250% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 18
55% more capital invested
Capital invested by funds: $260M → $401M (+$142M)
38% more funds holding
Funds holding: 112 → 154 (+42)
2.56% more ownership
Funds ownership: 46.87% → 49.44% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$35.2M |
| 2 |
Morgan Stanley
New York
|
+$11.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.65M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.4M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
+$6.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.45M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.79M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$1.15M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$443K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
151
Concord Wealth Partners
Abingdon,
Virginia
| $3K | – | – | – |
|
|
MWM
152
Mascoma Wealth Management
Hanover,
New Hampshire
| $3K | +$2.92K | +29 | New |
|
|
EFSCE
153
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $2K | – | – | – |
|
|
FFG
154
Ford Financial Group
Fresno,
California
| $32 | +$31.6K | +314 | New |
|
|
155
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.45M | -26,445 | Closed |
|
|
3AM
156
3EDGE Asset Management
Naples,
Florida
| – | -$1.15M | -12,425 | Closed |
|
|
CCFM
157
Clear Creek Financial Management
Silverdale,
Washington
| – | -$412K | -4,453 | Closed |
|
|
JCM
158
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$65K | -700 | Closed |
|
|
HA
159
Herold Advisors
New York
| – | -$6K | -70 | Closed |
|
|
KIG
160
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$3K | -34 | Closed |
|
|
GRP
161
Global Retirement Partners
San Rafael,
California
| – | -$3K | -30 | Closed |
|
162
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$101 | +1 | New |
|
GRID Hedge Fund Activity: Q4 2021 in Review
154 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2021, worth a combined $401M — up 55% from $260M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new GRID positions and 7 closed out — a net gain of 44 holders — while 63 added to existing stakes and 18 trimmed.
The largest buyer was Independent Financial Group, opening a new position worth an estimated $35.2M. The largest seller was Jane Street, cutting an estimated $6.27M.
- 154 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2021, up from 112 in Q3 2021.
- Funds reported $401M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2021, up 55% quarter-over-quarter.
- 51 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2021 and 7 closed out, a net change of +44 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2021 was Independent Financial Group, an estimated $35.2M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2021 was Jane Street, an estimated $6.27M sold.
Based on aggregated 13F filings for Q4 2021.