First Trust Global Wind Energy ETF
FAN
47 hedge funds and large institutions have $16.7M invested in First Trust Global Wind Energy ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
9% more funds holding
Funds holding: 43 → 47 (+4)
4% less capital invested
Capital invested by funds: $17.3M → $16.7M (-$653K)
4.55% less ownership
Funds ownership: 22.93% → 18.38% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$446K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$292K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$197K |
| 4 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$138K |
| 5 |
LNB
Ledyard National Bank
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.86M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.46M |
| 3 |
Jane Street
New York
|
-$355K |
| 4 |
Morgan Stanley
New York
|
-$109K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$34.5K |
FAN Hedge Fund Activity: Q4 2019 in Review
47 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q4 2019, worth a combined $16.7M — down 3.8% from $17.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FAN positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $446K. The largest seller was Wells Fargo, cutting an estimated $1.86M.
- 47 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q4 2019, up from 43 in Q3 2019.
- Funds reported $16.7M of First Trust Global Wind Energy ETF stock for Q4 2019, down 3.8% quarter-over-quarter.
- 8 funds opened new First Trust Global Wind Energy ETF positions in Q4 2019 and 4 closed out, a net change of +4 holders.
- The largest First Trust Global Wind Energy ETF buyer in Q4 2019 was Stifel Financial, an estimated $446K added.
- The largest First Trust Global Wind Energy ETF seller in Q4 2019 was Wells Fargo, an estimated $1.86M sold.
Based on aggregated 13F filings for Q4 2019.