We are live on ! Find out more
GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

10 hedge funds and large institutions have $1.5M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $995K → $1.5M (+$500K)

11% more funds holding

Funds holding: 9 → 10 (+1)

Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$482K
2
UBS Group
UBS Group
Switzerland
+$25.1K
3
TRCT
Tower Research Capital (TRC)
New York
+$10.4K
4
Bank of America
Bank of America
North Carolina
+$6.23K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.32K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$700K +$25.1K +681 +4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$468K +$482K +13,080 New
Morgan Stanley
3
Morgan Stanley
New York
$173K +$995 +27 +0.6%
Bank of America
4
Bank of America
North Carolina
$67K +$6.23K +169 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$46K +$3.32K +90 +8%
Wells Fargo
6
Wells Fargo
California
$20K – – –
TRCT
7
Tower Research Capital (TRC)
New York
$16K +$10.4K +283 +175%
US Bancorp
8
US Bancorp
Minnesota
$4K – – –
Citigroup
9
Citigroup
New York
$1K +$922 +25 +500%

GRID Hedge Fund Activity: Q2 2015 in Review

10 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2015, worth a combined $1.5M — up 50% from $995K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new GRID positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $482K.

  • 10 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2015, up from 9 in Q1 2015.
  • Funds reported $1.5M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2015, up 50% quarter-over-quarter.
  • 1 fund opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2015 and 0 closed out, a net change of +1 holder.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2015 was Susquehanna International Group, an estimated $482K added.

Based on aggregated 13F filings for Q2 2015.