First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
43 hedge funds and large institutions have $53M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 0 closing their positions.
650% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 2
140% more capital invested
Capital invested by funds: $22.1M → $53M (+$30.9M)
95% more funds holding
Funds holding: 22 → 43 (+21)
42.06% more ownership
Funds ownership: 50.02% → 92.07% (+42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.41M |
| 2 |
Jane Street
New York
|
+$2.17M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.97M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.77M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$215K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$64.2K |
GRID Hedge Fund Activity: Q4 2020 in Review
43 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2020, worth a combined $53M — up 140% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new GRID positions and 0 closed out — a net gain of 22 holders — while 15 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.41M. The largest seller was Sowell Financial Services, cutting an estimated $215K.
- 43 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2020, up from 22 in Q3 2020.
- Funds reported $53M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2020, up 140% quarter-over-quarter.
- 22 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2020 and 0 closed out, a net change of +22 holders.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2020 was Morgan Stanley, an estimated $2.41M added.
- The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2020 was Sowell Financial Services, an estimated $215K sold.
Based on aggregated 13F filings for Q4 2020.