First Trust Global Wind Energy ETF
FAN
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.
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: 35 → 40 (+5)
1.87% more ownership
Funds ownership: 51.9% → 53.77% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.29M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$964K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$874K |
| 4 |
LPL Financial
San Diego,
California
|
+$781K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$932K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$547K |
| 3 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
-$127K |
| 4 |
AIG
American International Group
New York
|
-$10.2K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$8.6K |
FAN Hedge Fund Activity: Q2 2014 in Review
40 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q2 2014, worth a combined $67.4M — up 31% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FAN positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $5.29M. The largest seller was UBS, cutting an estimated $932K.
- 40 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q2 2014, up from 35 in Q1 2014.
- Funds reported $67.4M of First Trust Global Wind Energy ETF stock for Q2 2014, up 31% quarter-over-quarter.
- 7 funds opened new First Trust Global Wind Energy ETF positions in Q2 2014 and 2 closed out, a net change of +5 holders.
- The largest First Trust Global Wind Energy ETF buyer in Q2 2014 was Bank of America, an estimated $5.29M added.
- The largest First Trust Global Wind Energy ETF seller in Q2 2014 was UBS, an estimated $932K sold.
Based on aggregated 13F filings for Q2 2014.