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First Trust Global Wind Energy ETF

31 hedge funds and large institutions have $10.8M invested in First Trust Global Wind Energy ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 3331 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

25.79% less ownership

Funds ownership: 51.98%26.19% (-26%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

76% less capital invested

Capital invested by funds: $44.7M → $10.8M (-$34M)

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change

FAN Hedge Fund Activity: Q4 2014 in Review

31 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q4 2014, worth a combined $10.8M — down 76% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FAN and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.

The largest buyer was Perkins Coie Trust Company, opening a new position worth an estimated $1.64M. The largest seller was Morgan Stanley, cutting an estimated $14M.

  • 31 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q4 2014, down from 33 in Q3 2014.
  • Funds reported $10.8M of First Trust Global Wind Energy ETF stock for Q4 2014, down 76% quarter-over-quarter.
  • 7 funds opened new First Trust Global Wind Energy ETF positions in Q4 2014 and 8 closed out, a net change of -1 holder.
  • The largest First Trust Global Wind Energy ETF buyer in Q4 2014 was Perkins Coie Trust Company, an estimated $1.64M added.
  • The largest First Trust Global Wind Energy ETF seller in Q4 2014 was Morgan Stanley, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2014.