First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
16 hedge funds and large institutions have $5.99M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
15% more capital invested
Capital invested by funds: $5.19M → $5.99M (+$801K)
0% more funds holding
Funds holding: 16 → 16 (0)
1.63% less ownership
Funds ownership: 23.82% → 22.19% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$517K |
| 3 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
+$103K |
| 4 |
Morgan Stanley
New York
|
+$93.3K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$50.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$1.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$891K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.13M | +$1.77M | +38,458 | +772% |
|
2
Stifel Financial
St. Louis,
Missouri
| $1.1M | +$5.26K | +114 | +0.5% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.05M | +$517K | +11,211 | +110% |
|
|
4
UBS Group
Zurich,
Switzerland
| $456K | -$891K | -19,298 | -68% |
|
|
5
Morgan Stanley
New York
| $422K | +$93.3K | +2,022 | +31% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $260K | – | – | – |
|
|
7
SG Americas Securities
New York
| $145K | -$1.25M | -27,041 | -90% |
|
|
TCOV
8
Trust Company of Vermont
Brattleboro,
Vermont
| $109K | +$103K | +2,230 | New |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $83K | +$50.9K | +1,102 | +186% |
|
|
TC
10
Trust Company
Manhattan,
Kansas
| $82K | – | – | – |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $75K | +$5.08K | +110 | +8% |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $38K | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $22K | – | – | – |
|
14
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
|
GWM
15
Geneos Wealth Management
Englewood,
Colorado
| $4K | – | – | – |
|
GRID Hedge Fund Activity: Q3 2017 in Review
16 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2017, worth a combined $5.99M — up 15% from $5.19M 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 2 trimmed.
The largest buyer was Jane Street, adding an estimated $1.77M. The largest seller was SG Americas Securities, cutting an estimated $1.25M.
- 16 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $5.99M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2017, up 15% quarter-over-quarter.
- 1 fund opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2017 and 0 closed out, a net change of +1 holder.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2017 was Jane Street, an estimated $1.77M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2017 was SG Americas Securities, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2017.