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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

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: 154151 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
151
Carolina Wealth Advisors
South Carolina
$1K +$925 +10 New
SI
152
Stephens Inc
Arkansas
-$3.81M -37,071 Closed
AWA
153
Arkadios Wealth Advisors
Georgia
-$1.36M -13,236 Closed
BCM
154
Barometer Capital Management
Ontario, Canada
-$1.14M -11,100 Closed
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
-$1.08M -10,552 Closed
CM
156
Columbus Macro
Pennsylvania
-$855K -8,326 Closed
OIA
157
OneDigital Investment Advisors
Kansas
-$579K -5,644 Closed
FEM
158
Fulcrum Equity Management
Texas
-$523K -5,095 Closed
EDRH
159
Edmond de Rothschild Holding
Switzerland
-$455K -4,420 Closed
CIBC World Market
160
CIBC World Market
Ontario, Canada
-$440K -4,283 Closed
HIP
161
HUB Investment Partners
Texas
-$320K -3,112 Closed
SAM
162
Synergy Asset Management
Washington
-$296K -2,886 Closed
Truist Financial
163
Truist Financial
North Carolina
-$293K -2,855 Closed
Wolverine Trading
164
Wolverine Trading
Illinois
-$230K -2,240 Closed
BRWA
165
B. Riley Wealth Advisors
Florida
-$218K -2,122 Closed
PWM
166
Purus Wealth Management
California
-$212K -2,061 Closed
PA
167
Parallel Advisors
California
-$45K -486 Closed
TC
168
TAP Consulting
Missouri
-$39K -381 Closed
FFG
169
Ford Financial Group
California
-$32 -314 Closed
CWS
170
Confluence Wealth Services
Pennsylvania
-$9K -95 Closed
Fidelity Investments
171
Fidelity Investments
Massachusetts
-$8K -78 Closed
EFSCE
172
Enterprise Financial Services Corp (EFSC)
Missouri
-$2K -22 Closed

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.