First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
12 hedge funds and large institutions have $3.33M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 0 closing their positions.
35% more capital invested
Capital invested by funds: $2.48M → $3.33M (+$858K)
20% more funds holding
Funds holding: 10 → 12 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$889K |
| 2 |
Morgan Stanley
New York
|
+$14K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$6.68K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.51K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.09M | +$889K | +23,549 | +74% |
|
|
U
2
UBS
Zurich,
Switzerland
| $748K | +$6.68K | +177 | +0.9% |
|
|
3
Morgan Stanley
New York
| $183K | +$14K | +371 | +8% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $157K | +$1.7K | +45 | +1% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $73K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $25K | +$1.51K | +40 | +6% |
|
|
GSC
7
Ground Swell Capital
Folly Beach,
South Carolina
| $19K | +$18.9K | +500 | New |
|
8
Wells Fargo
San Francisco,
California
| $16K | – | – | – |
|
|
PAS
9
Partnervest Advisory Services
Santa Barbara,
California
| $12K | – | – | – |
|
10
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
NFG
11
Next Financial Group
Houston,
Texas
| $4K | +$3.77K | +100 | New |
|
GRID Hedge Fund Activity: Q2 2014 in Review
12 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2014, worth a combined $3.33M — up 35% from $2.48M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GRID positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $889K.
- 12 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2014, up from 10 in Q1 2014.
- Funds reported $3.33M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2014, up 35% quarter-over-quarter.
- 2 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2014 and 0 closed out, a net change of +2 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2014 was Susquehanna International Group, an estimated $889K added.
Based on aggregated 13F filings for Q2 2014.