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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

291 hedge funds and large institutions have $631M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.28M

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.97% less ownership

Funds ownership: 35.56% → 33.58% (-2%)

10% less funds holding

Funds holding: 325 → 291 (-34)

19% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 110

27% less capital invested

Capital invested by funds: $864M → $631M (-$232M)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 46

Holders
291
Holders Change
-34
Holders Change %
-10.46%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
89
Reduced
110
Closed
46
Calls
$14.1M
Puts
$2.28M
Net Calls
+$11.8M
Net Calls Change
-$30.1M

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$17.7M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$8.27M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
+$2.7M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$2.68M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27.2M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$10.9M
3
Bank of America
Bank of America
North Carolina
-$9.21M
4
LPL Financial
LPL Financial
California
-$5.92M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
251
Simplex Trading
Illinois
$12K +$13.3K +243 New
NL
252
NVWM LLC
Pennsylvania
$11K – – –
BCWM
253
Bartlett & Co Wealth Management
Ohio
$10.4K – – –
PP
254
PFS Partners
New Jersey
$10.4K – – –
BC
255
Bartlett & Co
Ohio
$10K – – –
CCM
256
Covington Capital Management
California
$10K – – –
CFD
257
Creative Financial Designs
Indiana
$10K – – –
PFSC
258
Peoples Financial Services Corp
Pennsylvania
$10K – – –
TWM
259
Tradition Wealth Management
Minnesota
$10K – – –
WAS
260
Winch Advisory Services
Wisconsin
$10K – – –
RIM
261
Rockbridge Investment Management
New York
$9.4K – – –
LFG
262
Larson Financial Group
Missouri
$9K – – –
SSB
263
Sandy Spring Bank
Maryland
$9K – – –
SWA
264
SOA Wealth Advisors
New York
$9K – – –
TFA
265
Toth Financial Advisory
Virginia
$9K – – –
CIA
266
Choate Investment Advisors
Massachusetts
$8K – – –
C
267
Covestor
United Kingdom
$8K – – –
MCM
268
MV Capital Management
Maryland
$8K – – –
PTC
269
Private Trust Company
Ohio
$8K +$8.49K +155 New
AF
270
Allworth Financial
California
$7K -$3.18K -58 -29%
COCM
271
Charter Oak Capital Management
New Hampshire
$7K – – –
PGAM
272
Princeton Global Asset Management
New Jersey
$6K -$8.22K -150 -56%
AAP
273
Arax Advisory Partners
Colorado
$6K – – –
BBPWM
274
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
AFG
275
Albion Financial Group
Utah
$5K – – –
9 10
11
12 13

QCLN Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2022, worth a combined $631M — down 27% from $864M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of QCLN and 15 opened new positions — a net loss of 31 holders — while 110 trimmed existing stakes and 89 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $27.2M.

  • 291 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2022, down from 325 in Q1 2022.
  • Funds reported $631M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2022, down 27% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2022 and 46 closed out, a net change of -31 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2022 was Rockefeller Capital Management, an estimated $17.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.