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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

314 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

26% more capital invested

Capital invested by funds: $1.22B → $1.54B (+$321M)

6% more funds holding

Funds holding: 296314 (+18)

0.9% less ownership

Funds ownership: 60.6%59.7% (-0.9%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
135
Reduced
85
Closed
28
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$210M +$11.5M +92,693 +7%
Bank of America
2
Bank of America
North Carolina
$166M +$7.64M +61,496 +5%
LPL Financial
3
LPL Financial
California
$124M +$15.2M +122,194 +16%
UBS Group
4
UBS Group
Switzerland
$108M -$836K -6,734 -0.9%
Wells Fargo
5
Wells Fargo
California
$69.4M +$2.29M +18,404 +4%
TIA
6
Traphagen Investment Advisors
New Jersey
$48.1M +$94.9K +764 +0.2%
Raymond James Financial
7
Raymond James Financial
Florida
$45.7M +$3.4M +27,411 +9%
Ameriprise
8
Ameriprise
Minnesota
$43.6M +$1.41M +11,313 +4%
GWM
9
Gitterman Wealth Management
New Jersey
$34.4M +$385K +3,099 +1%
AFA
10
Arlington Financial Advisors
California
$31.9M +$957K +7,708 +3%
Stifel Financial
11
Stifel Financial
Missouri
$27.8M +$1.95M +15,692 +9%
MIH
12
Meitav Investment House
Israel
$27.4M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$25.1M +$445K +3,584 +2%
Fidelity International
14
Fidelity International
Bermuda
$24.5M +$14.2M +114,343 +186%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$20.7M +$499K +4,019 +3%
MTWSIF
16
Mivtachim The Workers Social Insurance Fund
Israel
$18.5M +$373K +3,000 +2%
KAS
17
Kestra Advisory Services
Texas
$17.6M -$630K -5,071 -4%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$17.2M +$340K +2,740 +2%
KHLMVGHM
19
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15.6M
AWM
20
Aprio Wealth Management
Georgia
$14.5M -$275K -2,214 -2%
PCM
21
Presidio Capital Management
California
$13.4M +$420K +3,383 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$12.4M +$94.4K +760 +0.9%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$12.3M +$739K +5,950 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$12.2M +$1.48M +11,940 +16%
MML Investors Services
25
MML Investors Services
Massachusetts
$12M +$414K +3,337 +4%

GRID Hedge Fund Activity: Q2 2025 in Review

314 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2025, worth a combined $1.54B — up 26% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GRID positions and 28 closed out — a net gain of 20 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $20.8M.

  • 314 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $1.54B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 48 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2025 and 28 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2025 was LPL Financial, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2025 was Jane Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.