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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

174 hedge funds and large institutions have $490M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

38% more capital invested

Capital invested by funds: $354M → $490M (+$135M)

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

11% more funds holding

Funds holding: 157 → 174 (+17)

3.29% more ownership

Funds ownership: 50.9% → 54.19% (+3.3%)

Holders
174
Holders Change
+17
Holders Change %
+10.83%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
61
Reduced
49
Closed
14
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$273K

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$23.3M
2
B
Barings
North Carolina
+$8.65M
3
PS
Portfolio Strategies
New York
+$8.28M
4
3F
360 Financial
Minnesota
+$7M
5
Wells Fargo
Wells Fargo
California
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.07M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.99M
3
HI
Harbour Investments
Wisconsin
-$2.97M
4
SI
Stephens Inc
Arkansas
-$1.55M
5
MD
Money Design
Japan
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
151
GPS Wealth Strategies Group
Colorado
$31.5K – – –
MWM
152
Mascoma Wealth Management
New Hampshire
$29.1K -$50.1K -506 -64%
TWM
153
Tradition Wealth Management
Minnesota
$19K – – –
AssetMark Inc
154
AssetMark Inc
California
$18.8K -$198 -2 -1%
JFA
155
JNBA Financial Advisors
Minnesota
$16.6K – – –
FMP
156
Financial Management Professionals
Texas
$14K – – –
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$13.5K – – –
JP Morgan Chase
158
JP Morgan Chase
New York
$13K +$1.98K +20 +19%
LFG
159
Larson Financial Group
Missouri
$12.8K +$99 +1 +0.8%
YDMI
160
Y.D. More Investments
Israel
$12.6K -$11.9K -120 -50%
RCM
161
Raleigh Capital Management
North Carolina
$12.5K – – –
RWPA
162
Richard W. Paul & Associates
Michigan
$12.2K +$198 +2 +2%
MIFH
163
Migdal Insurance & Financial Holdings
Israel
$11K – – –
BAM
164
Bellevue Asset Management
Washington
$9.46K – – –
MTIC
165
Missouri Trust & Investment Company
Missouri
$7.88K +$7.43K +75 New
ADL
166
Asset Dedication LLC
California
$7K +$6.24K +63 New
AIP
167
Ameritas Investment Partners
Nebraska
$6.83K – – –
PP
168
PrairieView Partners
Minnesota
$6K +$5.75K +58 New
IPW
169
Impact Partnership Wealth
Georgia
$4.94K +$4.66K +47 New
FRA
170
Front Row Advisors
California
$4K – – –
AIC
171
Archer Investment Corporation
Indiana
$2.54K – – –
MA
172
MCF Advisors
Kentucky
$2.1K – – –
TFGT
173
TS Financial Group (TSFG)
Illinois
$1K – – –
AWM
174
Avior Wealth Management
Nebraska
$315 – – –
Citadel Advisors
175
Citadel Advisors
Florida
– -$4.99M -51,122 Closed
4 5 6
7
8

GRID Hedge Fund Activity: Q2 2023 in Review

174 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2023, worth a combined $490M — up 38% from $354M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GRID positions and 14 closed out — a net gain of 18 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $23.3M. The largest seller was UBS Group, cutting an estimated $6.07M.

  • 174 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2023, up from 157 in Q1 2023.
  • Funds reported $490M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2023, up 38% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2023 and 14 closed out, a net change of +18 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $23.3M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2023 was UBS Group, an estimated $6.07M sold.

Based on aggregated 13F filings for Q2 2023.