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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

308 hedge funds and large institutions have $716M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 80

13% more capital invested

Capital invested by funds: $631M → $716M (+$84.2M)

6% more funds holding

Funds holding: 291 → 308 (+17)

1.56% more ownership

Funds ownership: 33.58% → 35.14% (+1.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
109
Reduced
80
Closed
20
Calls
$10.8M
Puts
$2.1M
Net Calls
+$8.67M
Net Calls Change
-$3.15M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.4M
2
LPL Financial
LPL Financial
California
+$15.4M
3
AWM
AE Wealth Management
Kansas
+$9.6M
4
RJA
Raymond James & Associates
Florida
+$4M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$11M
2
CCM
Consolidated Capital Management
California
-$4.57M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$4.33M
4
Goldman Sachs
Goldman Sachs
New York
-$3.77M
5
EWM
Elite Wealth Management
Washington
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
226
Capital Investment Advisory Services
North Carolina
$54K +$4.58K +75 +9%
BWA
227
BDO Wealth Advisors
Florida
$53K +$61 +1 +0.1%
PA
228
PSI Advisors
Florida
$47K – – –
WAM
229
Worth Asset Management
Texas
$43K -$22.6K -370 -33%
EWM
230
EPG Wealth Management
Georgia
$40K +$42.8K +701 New
AWM
231
Accel Wealth Management
Iowa
$37K – – –
First Manhattan
232
First Manhattan
New York
$37K – – –
SWM
233
Spire Wealth Management
Virginia
$34K -$100K -1,645 -73%
BBHC
234
Brown Brothers Harriman & Co
New York
$34K – – –
PA
235
Parallel Advisors
California
$34K – – –
SIC
236
Salem Investment Counselors
North Carolina
$34K – – –
William Blair & Company
237
William Blair & Company
Illinois
$34K – – –
TCWA
238
Ten Capital Wealth Advisors
Washington
$33K – – –
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$29K – – –
HBW
240
Hazlett, Burt & Watson
West Virginia
$28K – – –
BWP
241
Baldwin Wealth Partners
Massachusetts
$27K – – –
HWMA
242
Heritage Wealth Management (Arizona)
Arizona
$27K – – –
MIFH
243
Migdal Insurance & Financial Holdings
Israel
$26K -$8.54K -140 -24%
LWCFA
244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K – – –
MCM
245
Manchester Capital Management
Vermont
$25K – – –
IWP
246
IAG Wealth Partners
Wisconsin
$24K – – –
AIP
247
Ameritas Investment Partners
Nebraska
$23K -$2.75K -45 -10%
BCM
248
Blume Capital Management
California
$23K – – –
RCM
249
Raleigh Capital Management
North Carolina
$20K – – –
SAM
250
Strategic Asset Management
Minnesota
$19K -$10.7K -175 -33%
8 9
10
11 12

QCLN Hedge Fund Activity: Q3 2022 in Review

308 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2022, worth a combined $716M — up 13% from $631M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new QCLN positions and 20 closed out — a net gain of 20 holders — while 109 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $11M.

  • 308 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2022, up from 291 in Q2 2022.
  • Funds reported $716M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2022, up 13% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2022 and 20 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $19.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2022 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.