We are live on ! Find out more
GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

263 hedge funds and large institutions have $1.07B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

75% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 60

36% more capital invested

Capital invested by funds: $788M → $1.07B (+$286M)

11% more funds holding

Funds holding: 237263 (+26)

7.81% more ownership

Funds ownership: 54.96%62.77% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
263
Holders Change
+26
Holders Change %
+10.97%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
55
Increased
105
Reduced
60
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$28.3M +236,762 +37%
Bank of America
2
Bank of America
North Carolina
$105M +$39.8M +333,195 +68%
AssetMark Inc
3
AssetMark Inc
California
$102M -$3.22M -26,938 -3%
LPL Financial
4
LPL Financial
California
$65.6M +$11.5M +96,232 +23%
UBS Group
5
UBS Group
Switzerland
$40.9M +$4.75M +39,769 +14%
TIA
6
Traphagen Investment Advisors
New Jersey
$40.8M +$3.5M +29,349 +10%
Wells Fargo
7
Wells Fargo
California
$40.5M +$3.93M +32,942 +12%
GWM
8
Gitterman Wealth Management
New Jersey
$28.9M +$6.49M +54,364 +31%
AFA
9
Arlington Financial Advisors
California
$27.2M +$39.8K +333 +0.2%
FTUS
10
Flow Traders U.S.
New York
$23.8M +$18.7M +156,820 +513%
PP
11
Prudential plc
United Kingdom
$18.3M +$10.6M +88,500 +159%
Ameriprise
12
Ameriprise
Minnesota
$18.3M +$7.33M +61,365 +74%
KAS
13
Kestra Advisory Services
Texas
$16.7M +$406K +3,400 +3%
MTWSIF
14
Mivtachim The Workers Social Insurance Fund
Israel
$16.5M
Fidelity International
15
Fidelity International
Bermuda
$16.1M +$9.19M +76,963 +155%
Stifel Financial
16
Stifel Financial
Missouri
$15.9M +$9.43M +78,980 +171%
RJA
17
Raymond James & Associates
Florida
$15.2M +$2.2M +18,444 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.8M +$618K +5,173 +5%
PAG
19
Private Advisor Group
New Jersey
$13.8M +$360K +3,019 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$13.7M -$214K -1,796 -2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$11.7M +$2.55M +21,381 +30%
PCP
22
Proficio Capital Partners
Massachusetts
$10.5M +$9.81M +82,173 New
AWM
23
Aprio Wealth Management
Georgia
$9.58M +$2.54M +21,241 +39%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.45M -$4.49M -37,636 -34%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.19M -$744K -6,234 -8%

GRID Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2024, worth a combined $1.07B — up 36% from $788M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GRID positions and 26 closed out — a net gain of 29 holders — while 105 added to existing stakes and 60 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $60.1M. The largest seller was Bank Hapoalim BM, exiting entirely with an estimated $12.3M sold.

  • 263 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2024, up from 237 in Q2 2024.
  • Funds reported $1.07B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2024, up 36% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2024 and 26 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $60.1M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2024 was Bank Hapoalim BM, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.