First Trust Global Wind Energy ETF
FAN
29 hedge funds and large institutions have $33.5M invested in First Trust Global Wind Energy ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
26% more funds holding
Funds holding: 23 → 29 (+6)
9% more capital invested
Capital invested by funds: $30.8M → $33.5M (+$2.73M)
6.48% less ownership
Funds ownership: 49.9% → 43.42% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.37M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$717K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$643K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$463K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.3M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$1.28M |
| 4 |
JP Morgan Chase
New York
|
-$820K |
| 5 |
Citigroup
New York
|
-$45K |
FAN Hedge Fund Activity: Q4 2013 in Review
29 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q4 2013, worth a combined $33.5M — up 8.9% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FAN positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Royal Bank of Canada, cutting an estimated $1.45M.
- 29 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q4 2013, up from 23 in Q3 2013.
- Funds reported $33.5M of First Trust Global Wind Energy ETF stock for Q4 2013, up 8.9% quarter-over-quarter.
- 8 funds opened new First Trust Global Wind Energy ETF positions in Q4 2013 and 1 closed out, a net change of +7 holders.
- The largest First Trust Global Wind Energy ETF buyer in Q4 2013 was Morgan Stanley, an estimated $2.37M added.
- The largest First Trust Global Wind Energy ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $1.45M sold.
Based on aggregated 13F filings for Q4 2013.