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First Trust Global Wind Energy ETF

112 hedge funds and large institutions have $76.2M invested in First Trust Global Wind Energy ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $73K | Put options by funds: $29K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $66.5M → $76.2M (+$9.68M)

1% more funds holding

Funds holding: 111112 (+1)

0.49% less ownership

Funds ownership: 27.31%26.82% (-0.49%)

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
36
Closed
15
Calls
$73K
Puts
$29K
Net Calls
+$44K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
SOA Wealth Advisors
New York
$20.4K +$115 +7 +0.6%
JP Morgan Chase
77
JP Morgan Chase
New York
$20K +$18.3K +1,110 +2,220%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$19.5K -$10.2K -619 -36%
JFA
79
JNBA Financial Advisors
Minnesota
$18.1K
CT
80
Cambridge Trust
Massachusetts
$17K +$16.5K +1,000 New
SPIA
81
Steward Partners Investment Advisory
New York
$15.3K -$477 -29 -3%
ADL
82
Asset Dedication LLC
California
$14K
JWA
83
JFS Wealth Advisors
Pennsylvania
$13.2K -$5.58K -339 -31%
AAP
84
Arax Advisory Partners
Colorado
$12.7K +$9.02K +548 +296%
Simplex Trading
85
Simplex Trading
Illinois
$12K -$7.93K -482 -40%
TWA
86
TCI Wealth Advisors
Arizona
$11.9K
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$11.8K -$8.67K -527 -44%
AIP
88
Ameritas Investment Partners
Nebraska
$11.3K
CFGS
89
Concourse Financial Group Securities
Alabama
$10.2K
PTC
90
Private Trust Company
Ohio
$10K
RWPA
91
Richard W. Paul & Associates
Michigan
$9.84K +$9.36K +569 New
FHA
92
First Horizon Advisors
Tennessee
$7.52K +$7.14K +434 New
ASN
93
Advisory Services Network
Georgia
$7.4K +$7.03K +427 New
AWM
94
Activest Wealth Management
Florida
$7.32K
CA
95
Clearstead Advisors
Ohio
$6.93K
CA
96
CoreCap Advisors
Michigan
$5.82K +$5.53K +336 New
HNB
97
Huntington National Bank
Ohio
$5.04K
CG
98
Cutler Group
California
$5K +$5.69K +346 New
GRP
99
Global Retirement Partners
California
$4.96K
CTC
100
Central Trust Company
Missouri
$4.64K

FAN Hedge Fund Activity: Q4 2022 in Review

112 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q4 2022, worth a combined $76.2M — up 15% from $66.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FAN positions and 15 closed out — a net gain of 3 holders — while 24 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, adding an estimated $3.26M. The largest seller was Banque Cantonale Vaudoise, cutting an estimated $2.87M.

  • 112 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q4 2022, up from 111 in Q3 2022.
  • Funds reported $76.2M of First Trust Global Wind Energy ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 18 funds opened new First Trust Global Wind Energy ETF positions in Q4 2022 and 15 closed out, a net change of +3 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q4 2022 was Jane Street, an estimated $3.26M added.
  • The largest First Trust Global Wind Energy ETF seller in Q4 2022 was Banque Cantonale Vaudoise, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2022.