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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
251
Ameritas Investment Partners
Nebraska
$30K +$8.83K +115 +35%
SIC
252
Salem Investment Counselors
North Carolina
$27K +$30.7K +400 New
HIA
253
Harbor Investment Advisory
Maryland
$25K -$4.99K -65 -15%
EDRH
254
Edmond de Rothschild Holding
Switzerland
$24K
SIM
255
Sonora Investment Management
Arizona
$24K
CCM
256
Covington Capital Management
California
$24K +$7.68K +100 +40%
AWM
257
Avior Wealth Management
Nebraska
$24K +$10.4K +135 +62%
LFG
258
Larson Financial Group
Missouri
$24K +$25.4K +331 +1,655%
FFA
259
Founders Financial Alliance
North Carolina
$23K +$21.9K +285 +248%
NL
260
NVWM LLC
Pennsylvania
$18K +$21K +274 New
BCM
261
Blume Capital Management
California
$17K
HNB
262
Huntington National Bank
Ohio
$17K
CHA
263
Carmichael Hill & Associates
Maryland
$17K +$5.83K +76 +45%
AWG
264
Altus Wealth Group
Colorado
$17K +$13.4K +175 +161%
BC
265
Bartlett & Co
Ohio
$14K
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$14K +$15.4K +200 New
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$15.4K +200 New
BCWM
268
Bartlett & Co Wealth Management
Ohio
$13.7K
CFD
269
Creative Financial Designs
Indiana
$13K +$614 +8 +5%
TFA
270
Toth Financial Advisory
Virginia
$12K +$1.23K +16 +11%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$12K +$12.9K +168 New
HS
272
Horan Securities
United States
$11K +$12.6K +164 New
COCM
273
Charter Oak Capital Management
New Hampshire
$9K +$8.14K +106 +353%
JCM
274
Jacobi Capital Management
Pennsylvania
$9K +$9.98K +130 New
EWM
275
Elite Wealth Management
Washington
$8.27K +$7.74M +100,809 +511%

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.