We are live on ! Find out more
GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

237 hedge funds and large institutions have $788M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 49

47% more capital invested

Capital invested by funds: $536M → $788M (+$253M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more funds holding

Funds holding: 190 → 237 (+47)

1.26% more ownership

Funds ownership: 53.7% → 54.96% (+1.3%)

Holders
237
Holders Change
+47
Holders Change %
+24.74%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
60
Increased
91
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$95.3M
2
Morgan Stanley
Morgan Stanley
New York
+$21.1M
3
Bank of America
Bank of America
North Carolina
+$17.1M
4
BHB
Bank Hapoalim BM
Israel
+$12.4M
5
LPL Financial
LPL Financial
California
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$6.75M
2
Ameriprise
Ameriprise
Minnesota
-$6.53M
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$2.37M
4
GWM
Gitterman Wealth Management
New Jersey
-$932K
5
MD
Money Design
Japan
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$296K +$298K +2,555 New
PWP
152
Principle Wealth Partners
Connecticut
$294K – – –
GWP
153
Gateway Wealth Partners
Wisconsin
$280K +$3.26K +28 +1%
IGWM
154
ICA Group Wealth Management
Colorado
$277K +$67.9K +583 +32%
KDA
155
Kraft Davis & Associates
Missouri
$273K – – –
SC
156
Scotia Capital
Ontario, Canada
$271K +$15K +129 +6%
CG
157
Caprock Group
Idaho
$270K – – –
TSS
158
Two Sigma Securities
New York
$270K +$272K +2,333 New
PIA
159
Perennial Investment Advisors
California
$256K – – –
Creative Planning
160
Creative Planning
Kansas
$252K +$40.1K +344 +19%
SCA
161
Snowden Capital Advisors
New York
$252K -$63.8K -548 -20%
Millennium Management
162
Millennium Management
New York
$250K +$252K +2,167 New
SMWM
163
Silvia McColl Wealth Management
California
$244K – – –
WEG
164
World Equity Group
Illinois
$244K +$246K +2,114 New
WWM
165
Western Wealth Management
Colorado
$231K +$466 +4 +0.2%
OFS
166
OneAscent Financial Services
Alabama
$231K +$233K +1,997 New
GDP
167
Great Diamond Partners
Maine
$225K -$10.5K -90 -4%
TPW
168
Transatlantique Private Wealth
New York
$222K +$224K +1,923 New
SAM
169
Synergy Asset Management
Washington
$222K +$224K +1,919 New
NEWAS
170
N.E.W. Advisory Services
Wisconsin
$221K +$223K +1,913 New
BWM
171
BlackDiamond Wealth Management
New York
$220K +$226K +1,938 New
William Blair & Company
172
William Blair & Company
Illinois
$212K -$113K -974 -35%
AAS
173
Avantax Advisory Services
Texas
$210K +$212K +1,816 New
NP
174
Nilsine Partners
Colorado
$207K – – –
GRP
175
Global Retirement Partners
California
$206K +$147K +1,260 +241%
5 6
7
8 9

GRID Hedge Fund Activity: Q2 2024 in Review

237 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2024, worth a combined $788M — up 47% from $536M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GRID positions and 7 closed out — a net gain of 53 holders — while 91 added to existing stakes and 49 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $95.3M. The largest seller was National Bank of Canada, cutting an estimated $6.75M.

  • 237 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $788M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2024, up 47% quarter-over-quarter.
  • 60 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2024 and 7 closed out, a net change of +53 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2024 was AssetMark Inc, an estimated $95.3M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2024 was National Bank of Canada, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2024.