We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
276
William Blair & Company
Illinois
$7K
FHC
277
First Horizon Corporation
Tennessee
$6K +$5.72K +90 New
NSIM
278
North Star Investment Management
Illinois
$5K +$4.77K +75 New
PWMG
279
Prestige Wealth Management Group
New Jersey
$5K +$4.77K +75 New
EAM
280
Eukles Asset Management
Ohio
$4K
IFAM
281
Institutional & Family Asset Management
Colorado
$4K
AFG
282
Albion Financial Group
Utah
$4K +$3.82K +60 New
MA
283
Montag & Associates
Georgia
$1K
TCM
284
Tradewinds Capital Management
Washington
$1K
EVM
285
Eaton Vance Management
Massachusetts
$1K +$636 +10 New
CB
286
Community Bank
New York
$1K +$954 +15 New
FFG
287
Ford Financial Group
California
$1K +$954 +15 New
WIM
288
Westside Investment Management
California
$6
MIFH
289
Migdal Insurance & Financial Holdings
Israel
-$25.4M -370,000 Closed
E
290
Ergoteles
New York
-$10.6M -155,177 Closed
PS
291
Portfolio Strategies
New York
-$8M -116,602 Closed
FIG
292
FundX Investment Group
California
-$6.39M -93,198 Closed
SAM
293
Secure Asset Management
Michigan
-$6.28M -91,535 Closed
PP
294
Prudential plc
United Kingdom
-$3.5M -50,976 Closed
WEPOG
295
Wealth Enhancement & Preservation of GA
Georgia
-$2.3M -34,671 Closed
GB
296
Gunma Bank
Japan
-$1.65M -24,000 Closed
Belvedere Trading
297
Belvedere Trading
Illinois
-$1.5M -23,580 Closed
FEM
298
Fulcrum Equity Management
Texas
-$1.32M -19,276 Closed
CRWM
299
Castle Rock Wealth Management
California
-$1.02M -15,494 Closed
IA
300
IFG Advisory
Georgia
-$1.02M -14,912 Closed

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.