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First Trust Global Wind Energy ETF
FAN

51 hedge funds and large institutions have $18.7M invested in First Trust Global Wind Energy ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $16.7M → $18.7M (+$2.01M)

9% more funds holding

Funds holding: 47 → 51 (+4)

2.82% more ownership

Funds ownership: 18.38% → 21.2% (+2.8%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.39M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.04M
3
EOCM
Energy Opportunities Capital Management
Texas
+$685K
4
OCM
Orleans Capital Management
Louisiana
+$685K
5
Wells Fargo
Wells Fargo
California
+$391K

Top Sellers

Rank Fund Capital Flow
1
USGIU
U.S. Global Investors (USGI)
Texas
-$146K
2
UBS Group
UBS Group
Switzerland
-$106K
3
BCI
Brinker Capital Investments
Pennsylvania
-$56K
4
Creative Planning
Creative Planning
Kansas
-$41.6K
5
BRC
Bell Rock Capital
Delaware
-$19K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$121K – – –
TCOV
27
Trust Company of Vermont
Vermont
$118K +$6.1K +433 +5%
SBL
28
Sargent Bickham Lagudis
Colorado
$49K – – –
FA
29
Forefront Analytics
Pennsylvania
$41.2K +$48K +3,403 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$28K – – –
CCM
31
Cribstone Capital Management
Maine
$27K – – –
IFAM
32
Institutional & Family Asset Management
Colorado
$26K – – –
AF
33
Advisornet Financial
Minnesota
$25K – – –
Citigroup
34
Citigroup
New York
$18K – – –
GWM
35
Geneos Wealth Management
Colorado
$18K +$5.86K +416 +36%
HR
36
Howe & Rusling
New York
$12K – – –
PCG
37
Private Capital Group
Connecticut
$10K – – –
AIC
38
Ameritas Investment Company
Nebraska
$10K +$11.8K +839 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$8K +$4.93K +350 +107%
AIP
40
Ameritas Investment Partners
Nebraska
$7K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$7K – – –
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.85K +$7.96K +565 New
AA
43
Advisory Alpha
Michigan
$4.86K +$5.64K +400 New
HNB
44
Huntington National Bank
Ohio
$3K – – –
AF
45
Allworth Financial
California
$2K – – –
CCM
46
Covington Capital Management
California
$2K – – –
IA
47
IFP Advisors
Florida
$2K – – –
William Blair & Company
48
William Blair & Company
Illinois
$2K – – –
FHA
49
Flagship Harbor Advisors
Massachusetts
$2K +$1.27K +90 +120%
GRP
50
Global Retirement Partners
California
$1K – – –
1
2
3

FAN Hedge Fund Activity: Q1 2020 in Review

51 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q1 2020, worth a combined $18.7M — up 12% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FAN positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.39M. The largest seller was U.S. Global Investors (USGI), exiting entirely with an estimated $146K sold.

  • 51 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q1 2020, up from 47 in Q4 2019.
  • Funds reported $18.7M of First Trust Global Wind Energy ETF stock for Q1 2020, up 12% quarter-over-quarter.
  • 11 funds opened new First Trust Global Wind Energy ETF positions in Q1 2020 and 5 closed out, a net change of +6 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q1 2020 was Jane Street, an estimated $1.39M added.
  • The largest First Trust Global Wind Energy ETF seller in Q1 2020 was U.S. Global Investors (USGI), an estimated $146K sold.

Based on aggregated 13F filings for Q1 2020.