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First Trust Global Wind Energy ETF
FAN

74 hedge funds and large institutions have $81.9M invested in First Trust Global Wind Energy ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

284% more capital invested

Capital invested by funds: $21.3M → $81.9M (+$60.6M)

42% more funds holding

Funds holding: 52 → 74 (+22)

19.65% more ownership

Funds ownership: 20.42% → 40.07% (+20%)

Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
24
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.3M
2
Morgan Stanley
Morgan Stanley
New York
+$12.2M
3
Wells Fargo
Wells Fargo
California
+$3.03M
4
UBS Group
UBS Group
Switzerland
+$2.59M
5
Bank of America
Bank of America
North Carolina
+$1.92M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.23M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$152K
3
US Bancorp
US Bancorp
Minnesota
-$16.3K
4
FAAS
First Allied Advisory Services
California
-$15.1K
5
AWM
Apollon Wealth Management
South Carolina
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
26
Stonebridge Financial Planning Group
Florida
$545K +$16.8K +1,002 +4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$482K +$164K +9,757 +55%
US Bancorp
28
US Bancorp
Minnesota
$380K -$16.3K -972 -4%
BCM
29
BlueCrest Capital Management
Jersey
$351K +$335K +20,000 New
KAS
30
Kestra Advisory Services
Texas
$338K +$323K +19,301 New
LS
31
Leelyn Smith
Illinois
$305K +$291K +17,379 New
Jane Street
32
Jane Street
New York
$282K -$3.23M -192,970 -92%
CWM
33
Cornerstone Wealth Management
Missouri
$277K +$265K +15,801 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$268K +$28.2K +1,685 +12%
Creative Planning
35
Creative Planning
Kansas
$250K +$4.19K +250 +2%
TCOV
36
Trust Company of Vermont
Vermont
$243K +$59.7K +3,561 +35%
TIA
37
Traphagen Investment Advisors
New Jersey
$238K +$2.19K +131 +1%
Mariner
38
Mariner
Kansas
$234K +$223K +13,336 New
WT
39
Whittier Trust
California
$203K – – –
WS
40
Wedbush Securities
California
$191K +$182K +10,875 New
AG
41
Appleton Group
Wisconsin
$182K +$174K +10,399 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$175K – – –
MWM
43
Merriman Wealth Management
Washington
$175K +$168K +10,000 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$94K +$87.6K +5,230 +3,170%
SBL
45
Sargent Bickham Lagudis
Colorado
$74K +$11.8K +704 +20%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$65K +$20.1K +1,200 +49%
AF
47
Advisornet Financial
Minnesota
$65K +$27.4K +1,635 +78%
EWM
48
Elmwood Wealth Management
California
$58K – – –
PCG
49
Private Capital Group
Connecticut
$41K +$24.4K +1,456 +169%
IFAM
50
Institutional & Family Asset Management
Colorado
$38K – – –
1
2
3 4

FAN Hedge Fund Activity: Q3 2020 in Review

74 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q3 2020, worth a combined $81.9M — up 284% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FAN positions and 4 closed out — a net gain of 22 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $18.3M. The largest seller was Jane Street, cutting an estimated $3.23M.

  • 74 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q3 2020, up from 52 in Q2 2020.
  • Funds reported $81.9M of First Trust Global Wind Energy ETF stock for Q3 2020, up 284% quarter-over-quarter.
  • 26 funds opened new First Trust Global Wind Energy ETF positions in Q3 2020 and 4 closed out, a net change of +22 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $18.3M added.
  • The largest First Trust Global Wind Energy ETF seller in Q3 2020 was Jane Street, an estimated $3.23M sold.

Based on aggregated 13F filings for Q3 2020.