First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
23 hedge funds and large institutions have $6.84M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
21% more funds holding
Funds holding: 19 → 23 (+4)
9.57% less ownership
Funds ownership: 30.73% → 21.16% (-9.6%)
21% less capital invested
Capital invested by funds: $8.62M → $6.84M (-$1.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.78M |
| 2 |
Morgan Stanley
New York
|
+$296K |
| 3 |
LPL Financial
San Diego,
California
|
+$230K |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$89.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$80.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.52M |
| 2 |
Jane Street
New York
|
-$1.36M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$267K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$9.55K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$4.62K |
GRID Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2018, worth a combined $6.84M — down 21% from $8.62M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GRID positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.78M. The largest seller was WBI Investments, exiting entirely with an estimated $2.52M sold.
- 23 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2018, up from 19 in Q4 2017.
- Funds reported $6.84M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2018, down 21% quarter-over-quarter.
- 5 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2018 and 1 closed out, a net change of +4 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2018 was Susquehanna International Group, an estimated $1.78M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2018 was WBI Investments, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2018.