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First Trust Global Wind Energy ETF
FAN

52 hedge funds and large institutions have $21.3M invested in First Trust Global Wind Energy ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $18.7M → $21.3M (+$2.61M)

2% more funds holding

Funds holding: 51 → 52 (+1)

0.78% less ownership

Funds ownership: 21.2% → 20.42% (-0.78%)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.45M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$139K
3
Morgan Stanley
Morgan Stanley
New York
+$96.9K
4
Ameriprise
Ameriprise
Minnesota
+$96.1K
5
EWM
Elmwood Wealth Management
California
+$52.6K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$903K
2
Citadel Advisors
Citadel Advisors
Florida
-$891K
3
OCM
Orleans Capital Management
Louisiana
-$589K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$149K
5
UBS Group
UBS Group
Switzerland
-$89.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$143K – – –
EWM
27
Elmwood Wealth Management
California
$58K +$52.6K +4,000 New
SBL
28
Sargent Bickham Lagudis
Colorado
$51K -$7.17K -545 -13%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$35K +$2.63K +200 +9%
CCM
30
Cribstone Capital Management
Maine
$32K – – –
IFAM
31
Institutional & Family Asset Management
Colorado
$31K – – –
AF
32
Advisornet Financial
Minnesota
$30K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$26K +$23.7K +1,800 New
Citigroup
34
Citigroup
New York
$22K – – –
GWM
35
Geneos Wealth Management
Colorado
$22K – – –
RCA
36
Ranch Capital Advisors
Florida
$17K +$13.2K +1,000 New
HR
37
Howe & Rusling
New York
$14K – – –
AWM
38
Apollon Wealth Management
South Carolina
$13K +$12.2K +930 New
PCG
39
Private Capital Group
Connecticut
$12K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$10K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$9K – – –
CAN
42
Cetera Advisor Networks
California
$9K +$7.89K +600 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13K – – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$8K -$39 -3 -0.5%
PAG
45
Private Advisor Group
New Jersey
$4K +$3.45K +262 New
AF
46
Allworth Financial
California
$3K – – –
CCM
47
Covington Capital Management
California
$3K – – –
HNB
48
Huntington National Bank
Ohio
$3K – – –
CA
49
Clearstead Advisors
Ohio
$3K +$2.63K +200 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$2K – – –
1
2
3

FAN Hedge Fund Activity: Q2 2020 in Review

52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q2 2020, worth a combined $21.3M — up 14% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FAN positions and 7 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $1.45M. The largest seller was Wells Fargo, cutting an estimated $903K.

  • 52 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q2 2020, up from 51 in Q1 2020.
  • Funds reported $21.3M of First Trust Global Wind Energy ETF stock for Q2 2020, up 14% quarter-over-quarter.
  • 8 funds opened new First Trust Global Wind Energy ETF positions in Q2 2020 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Global Wind Energy ETF buyer in Q2 2020 was Jane Street, an estimated $1.45M added.
  • The largest First Trust Global Wind Energy ETF seller in Q2 2020 was Wells Fargo, an estimated $903K sold.

Based on aggregated 13F filings for Q2 2020.