First Trust Global Wind Energy ETF
FAN
52 hedge funds and large institutions have $35.7M invested in First Trust Global Wind Energy ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
13% more funds holding
Funds holding: 46 → 52 (+6)
4.77% less ownership
Funds ownership: 41.2% → 36.43% (-4.8%)
13% less capital invested
Capital invested by funds: $41M → $35.7M (-$5.24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.36M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$823K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$783K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$334K |
| 5 |
LNB
Ledyard National Bank
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.58M |
| 2 |
Morgan Stanley
New York
|
-$1.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$901K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$899K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$822K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
51
Horrell Capital Management
Little Rock,
Arkansas
| $1K | +$947 | +73 | New |
|
|
OC
52
Oppenheimer & Co
New York
| – | -$899K | -68,261 | Closed |
|
|
CS
53
Credit Suisse
Zurich,
Switzerland
| – | -$659K | -50,000 | Closed |
|
54
M&T Bank
Buffalo,
New York
| – | -$253K | -19,240 | Closed |
|
55
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$151K | -11,449 | Closed |
|
56
Stifel Financial
St. Louis,
Missouri
| – | -$139K | -10,535 | Closed |
|
FAN Hedge Fund Activity: Q4 2017 in Review
52 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q4 2017, worth a combined $35.7M — down 13% from $41M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FAN positions and 6 closed out — a net gain of 6 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.36M. The largest seller was UBS Group, cutting an estimated $2.58M.
- 52 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q4 2017, up from 46 in Q3 2017.
- Funds reported $35.7M of First Trust Global Wind Energy ETF stock for Q4 2017, down 13% quarter-over-quarter.
- 12 funds opened new First Trust Global Wind Energy ETF positions in Q4 2017 and 6 closed out, a net change of +6 holders.
- The largest First Trust Global Wind Energy ETF buyer in Q4 2017 was Wells Fargo, an estimated $1.36M added.
- The largest First Trust Global Wind Energy ETF seller in Q4 2017 was UBS Group, an estimated $2.58M sold.
Based on aggregated 13F filings for Q4 2017.