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First Trust Global Wind Energy ETF
FAN

105 hedge funds and large institutions have $75.8M invested in First Trust Global Wind Energy ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more call options, than puts

Call options by funds: $43K | Put options by funds: $9K

0.36% more ownership

Funds ownership: 26.82% → 27.18% (+0.36%)

0% less capital invested

Capital invested by funds: $76.2M → $75.8M (-$370K)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

6% less funds holding

Funds holding: 112 → 105 (-7)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
105
Holders Change
-7
Holders Change %
-6.25%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
28
Closed
11
Calls
$43K
Puts
$9K
Net Calls
+$34K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$1.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.04M
3
Citadel Advisors
Citadel Advisors
Florida
+$993K
4
WEG
World Equity Group
Illinois
+$924K
5
Ameriprise
Ameriprise
Minnesota
+$891K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.58M
2
HCM
Harvey Capital Management
Florida
-$1.52M
3
LNB
Ledyard National Bank
-$343K
4
Morgan Stanley
Morgan Stanley
New York
-$288K
5
LPL Financial
LPL Financial
California
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.85K -$60.4K -3,409 -3%
TF
102
TimeScale Financial
Massachusetts
$1.66K – – –
JP Morgan Chase
103
JP Morgan Chase
New York
$1K -$19.7K -1,110 -96%
FFL
104
Financial Freedom LLC
Ohio
$738 – – –
WOC
105
West Oak Capital
California
$447 – – –
S
106
SignatureFD
Georgia
$18 – – –
HCM
107
Harvey Capital Management
Florida
– -$1.52M -87,500 Closed
AG
108
Appleton Group
Wisconsin
– -$235K -13,558 Closed
TSS
109
Two Sigma Securities
New York
– -$207K -11,953 Closed
MCM
110
MAI Capital Management
Ohio
– -$192K -11,105 Closed
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
– -$57K -3,320 Closed
Simplex Trading
112
Simplex Trading
Illinois
– -$12K -724 Closed
CG
113
Cutler Group
California
– -$5K -346 Closed
FA
114
Fiduciary Alliance
South Carolina
– -$3.46K -200 Closed
IA
115
IFP Advisors
Florida
– -$1K -75 Closed
WOSD
116
WFA of San Diego
California
– -$1.3K -75 Closed
1 2 3 4
5

FAN Hedge Fund Activity: Q1 2023 in Review

105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q1 2023, worth a combined $75.8M — down 0.49% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FAN and 9 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 26 added.

The largest buyer was Old Mission Capital, adding an estimated $1.7M. The largest seller was Jane Street, cutting an estimated $3.58M.

  • 105 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q1 2023, down from 112 in Q4 2022.
  • Funds reported $75.8M of First Trust Global Wind Energy ETF stock for Q1 2023, down 0.49% quarter-over-quarter.
  • 9 funds opened new First Trust Global Wind Energy ETF positions in Q1 2023 and 11 closed out, a net change of -2 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q1 2023 was Old Mission Capital, an estimated $1.7M added.
  • The largest First Trust Global Wind Energy ETF seller in Q1 2023 was Jane Street, an estimated $3.58M sold.

Based on aggregated 13F filings for Q1 2023.