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First Trust Global Wind Energy ETF

40 hedge funds and large institutions have $67.4M invested in First Trust Global Wind Energy ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

31% more capital invested

Capital invested by funds: $51.3M → $67.4M (+$16.1M)

14% more funds holding

Funds holding: 3540 (+5)

1.87% more ownership

Funds ownership: 51.9%53.77% (+1.9%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.8M +$596K +46,960 +3%
Wells Fargo
2
Wells Fargo
California
$10.4M +$964K +75,981 +11%
Bank of America
3
Bank of America
North Carolina
$10.2M +$5.29M +417,059 +120%
U
4
UBS
Switzerland
$6.28M -$932K -73,427 -13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.1M +$88.4K +6,964 +5%
RJA
6
Raymond James & Associates
Florida
$1.93M +$142K +11,189 +8%
LPL Financial
7
LPL Financial
California
$1.74M +$781K +61,557 +90%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.71M -$547K -43,107 -25%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.67M +$137K +10,800 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.12M +$874K +68,892 +454%
Jane Street
11
Jane Street
New York
$1.05M +$420K +33,135 +72%
NCM
12
Niemann Capital Management
Nevada
$943K +$40.6K +3,197 +5%
UCFA
13
United Capital Financial Advisors
Texas
$749K +$712K +56,143 New
Ameriprise
14
Ameriprise
Minnesota
$667K +$507K +39,929 +397%
OC
15
Oppenheimer & Co
New York
$553K +$156K +12,311 +42%
JP Morgan Chase
16
JP Morgan Chase
New York
$478K +$34.8K +2,739 +8%
LNB
17
Ledyard National Bank
$385K +$171K +13,515 +88%
Stifel Financial
18
Stifel Financial
Missouri
$350K -$5.67K -447 -2%
SB
19
Suntrust Banks
Georgia
$338K +$3.04K +240 +1%
WT
20
Wilmington Trust
Delaware
$257K
ACM
21
Aviance Capital Management
Florida
$255K +$243K +19,153 New
FAAS
22
First Allied Advisory Services
California
$222K -$8.6K -678 -4%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$219K +$209K +16,434 New
LWI
24
Long Wharf Investors
Massachusetts
$205K
Verition Fund Management
25
Verition Fund Management
Connecticut
$199K +$51.7K +4,074 +38%