First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
21 hedge funds and large institutions have $8.84M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
6% more capital invested
Capital invested by funds: $8.35M → $8.84M (+$493K)
2.12% more ownership
Funds ownership: 24.46% → 26.57% (+2.1%)
9% less funds holding
Funds holding: 23 → 21 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$387K |
| 2 |
Jane Street
New York
|
+$275K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$253K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$249K |
| 5 |
Morgan Stanley
New York
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$310K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$301K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$56.8K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$55.4K |
| 5 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
-$30K |
GRID Hedge Fund Activity: Q3 2018 in Review
21 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2018, worth a combined $8.84M — up 5.9% from $8.35M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GRID and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was US Bancorp, adding an estimated $387K. The largest seller was Bank of America, cutting an estimated $310K.
- 21 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2018, down from 23 in Q2 2018.
- Funds reported $8.84M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2018, up 5.9% quarter-over-quarter.
- 3 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2018 and 5 closed out, a net change of -2 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2018 was US Bancorp, an estimated $387K added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2018 was Bank of America, an estimated $310K sold.
Based on aggregated 13F filings for Q3 2018.