First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
19 hedge funds and large institutions have $4.81M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
6.03% less ownership
Funds ownership: 26.57% → 20.54% (-6%)
10% less funds holding
Funds holding: 21 → 19 (-2)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
46% less capital invested
Capital invested by funds: $8.84M → $4.81M (-$4.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
+$592K |
| 2 |
Morgan Stanley
New York
|
+$356K |
| 3 |
LPL Financial
San Diego,
California
|
+$101K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$27.8K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.08M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$697K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$540K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$239K |
GRID Hedge Fund Activity: Q4 2018 in Review
19 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2018, worth a combined $4.81M — down 46% from $8.84M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GRID and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.
The largest buyer was Alpine Woods Capital Investors, opening a new position worth an estimated $592K. The largest seller was Jane Street, cutting an estimated $1.08M.
- 19 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2018, down from 21 in Q3 2018.
- Funds reported $4.81M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2018, down 46% quarter-over-quarter.
- 3 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 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 Q4 2018 was Alpine Woods Capital Investors, an estimated $592K added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2018 was Jane Street, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2018.