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First Trust Global Wind Energy ETF
FAN

122 hedge funds and large institutions have $113M invested in First Trust Global Wind Energy ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1.08% more ownership

Funds ownership: 27.34% → 28.42% (+1.1%)

1% more capital invested

Capital invested by funds: $112M → $113M (+$1.1M)

1% more funds holding

Funds holding: 121 → 122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
42
Reduced
25
Closed
11
Calls
$301K
Puts
–
Net Calls
+$301K
Net Calls Change
-$276K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.05M
2
HT
HAP Trading
New York
+$2.53M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.83M
4
MWM
Merriman Wealth Management
Washington
+$1.15M
5
LPL Financial
LPL Financial
California
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
HCM
Harvey Capital Management
Florida
-$4.62M
2
Morgan Stanley
Morgan Stanley
New York
-$2.44M
3
GWA
GGM Wealth Advisors
Maryland
-$833K
4
SCP
Stamos Capital Partners
California
-$526K
5
BRWA
B. Riley Wealth Advisors
Florida
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$13K – – –
LFG
102
Larson Financial Group
Missouri
$12K +$473 +22 +4%
SIM
103
Sonora Investment Management
Arizona
$10K – – –
AWM
104
Activest Wealth Management
Florida
$9K +$43 +2 +0.5%
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$8K +$8.61K +400 New
CA
106
Clearstead Advisors
Ohio
$6K – – –
Fidelity Investments
107
Fidelity Investments
Massachusetts
$5K -$65 -3 -1%
HNB
108
Huntington National Bank
Ohio
$5K – – –
CCM
109
Covington Capital Management
California
$5K +$1.08K +50 +25%
William Blair & Company
110
William Blair & Company
Illinois
$5K +$5.25K +244 New
TAM
111
Tucker Asset Management
Colorado
$4.77K – – –
AF
112
Allworth Financial
California
$4K – – –
CG
113
Cutler Group
California
$4K +$4.3K +200 New
APA
114
American Portfolios Advisors
New York
$3.17K +$22 +1 +0.7%
RAM
115
Riggs Asset Management
Pennsylvania
$3K – – –
JWM
116
Janiczek Wealth Management
Colorado
$1K – – –
MA
117
Montag & Associates
Georgia
$1K – – –
WOC
118
West Oak Capital
California
$1K – – –
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$836 +$861 +40 New
HCM
120
Harvey Capital Management
Florida
– -$4.62M -214,650 Closed
GWA
121
GGM Wealth Advisors
Maryland
– -$833K -40,183 Closed
SCP
122
Stamos Capital Partners
California
– -$526K -24,450 Closed
BRWA
123
B. Riley Wealth Advisors
Florida
– -$486K -22,590 Closed
BCM
124
BlueCrest Capital Management
Jersey
– -$446K -20,727 Closed
Baird Financial Group
125
Baird Financial Group
Wisconsin
– -$322K -14,969 Closed
2 3 4
5
6

FAN Hedge Fund Activity: Q3 2021 in Review

122 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q3 2021, worth a combined $113M — up 0.99% from $112M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FAN positions and 11 closed out — a net gain of 3 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $4.05M. The largest seller was Harvey Capital Management, exiting entirely with an estimated $4.62M sold.

  • 122 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q3 2021, up from 121 in Q2 2021.
  • Funds reported $113M of First Trust Global Wind Energy ETF stock for Q3 2021, up 0.99% quarter-over-quarter.
  • 14 funds opened new First Trust Global Wind Energy ETF positions in Q3 2021 and 11 closed out, a net change of +3 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q3 2021 was Jane Street, an estimated $4.05M added.
  • The largest First Trust Global Wind Energy ETF seller in Q3 2021 was Harvey Capital Management, an estimated $4.62M sold.

Based on aggregated 13F filings for Q3 2021.