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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.45M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$139K |
| 3 |
Morgan Stanley
New York
|
+$96.9K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$96.1K |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$52.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$903K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$891K |
| 3 |
OCM
Orleans Capital Management
Mandeville,
Louisiana
|
-$589K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$149K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$89.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
51
Larson Financial Group
St Louis,
Missouri
| $2K | +$171 | +13 | +14% |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $2K | +$723 | +55 | +80% |
|
|
JWM
53
Janiczek Wealth Management
Denver,
Colorado
| $1K | – | – | – |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$891K | -73,563 | Closed |
|
|
OCM
55
Orleans Capital Management
Mandeville,
Louisiana
| – | -$589K | -48,590 | Closed |
|
|
FA
56
Forefront Analytics
West Conshohocken,
Pennsylvania
| – | -$41.2K | -3,403 | Closed |
|
|
AIC
57
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$10K | -839 | Closed |
|
|
AA
58
Advisory Alpha
Holland,
Michigan
| – | -$4.86K | -400 | Closed |
|
|
IA
59
IFP Advisors
Tampa,
Florida
| – | -$2.62K | -199 | Closed |
|
60
William Blair & Company
Chicago,
Illinois
| – | -$2K | -159 | Closed |
|
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.