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First Trust Global Wind Energy ETF

101 hedge funds and large institutions have $85.1M invested in First Trust Global Wind Energy ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,000% more call options, than puts

Call options by funds: $82K | Put options by funds: $2K

12% more capital invested

Capital invested by funds: $75.8M → $85.1M (+$9.31M)

5.88% more ownership

Funds ownership: 27.18%33.06% (+5.9%)

4% less funds holding

Funds holding: 105101 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
33
Closed
14
Calls
$82K
Puts
$2K
Net Calls
+$80K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$184K -$35.6K -2,008 -16%
MRC
52
Millburn Ridgefield Corp
New York
$183K -$73.8K -4,162 -28%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$183K
CCA
54
Catalyst Capital Advisors
New York
$181K -$36K -2,031 -16%
PMAM
55
Picton Mahoney Asset Management
Ontario, Canada
$178K
HI
56
Harbour Investments
Wisconsin
$151K +$2.29K +129 +2%
JP Morgan Chase
57
JP Morgan Chase
New York
$91.6K +$92.2K +5,196 +10,392%
IFAM
58
Institutional & Family Asset Management
Colorado
$84.7K
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$83.7K
AFG
60
Albion Financial Group
Utah
$79.1K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$67.5K -$32.6K -1,837 -32%
AF
62
Allworth Financial
California
$65K +$35 +2 +0.1%
AAP
63
Arax Advisory Partners
Colorado
$60.8K +$12.7K +716 +26%
LFG
64
Larson Financial Group
Missouri
$39.8K +$8.6K +485 +27%
FCAG
65
First Capital Advisors Group
New Jersey
$34.9K +$35.5K +2,000 New
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$33.4K
GWSG
67
GPS Wealth Strategies Group
Colorado
$31.5K
DWMG
68
DB Wealth Management Group
California
$30.6K
GRP
69
Global Retirement Partners
California
$29.1K +$3.96K +223 +15%
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$25.3K
GWM
71
Geneos Wealth Management
Colorado
$23.2K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$22K
SWA
73
SOA Wealth Advisors
New York
$20.6K +$53 +3 +0.3%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$20.4K +$20.7K +1,165 New
JFA
75
JNBA Financial Advisors
Minnesota
$18.3K

FAN Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q2 2023, worth a combined $85.1M — up 12% from $75.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FAN and 11 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 20 added.

The largest buyer was Jane Street, adding an estimated $22.5M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $6.06M sold.

  • 101 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q2 2023, down from 105 in Q1 2023.
  • Funds reported $85.1M of First Trust Global Wind Energy ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 11 funds opened new First Trust Global Wind Energy ETF positions in Q2 2023 and 14 closed out, a net change of -3 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q2 2023 was Jane Street, an estimated $22.5M added.
  • The largest First Trust Global Wind Energy ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $6.06M sold.

Based on aggregated 13F filings for Q2 2023.