We are live on ! Find out more
QCLN icon

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
AAP
276
Arax Advisory Partners
Colorado
$10K +$3.17K +52 +43%
PMFA
277
Plante Moran Financial Advisors
Michigan
$10K +$11K +181 New
TFGT
278
TS Financial Group (TSFG)
Illinois
$9K -$22.8K -374 -71%
CIA
279
Choate Investment Advisors
Massachusetts
$9K – – –
MCM
280
MV Capital Management
Maryland
$9K – – –
AF
281
Allworth Financial
California
$8K -$122 -2 -1%
WWMSC
282
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$3.36K +55 +69%
JWA
283
JFS Wealth Advisors
Pennsylvania
$8K +$8.97K +147 New
PGAM
284
Princeton Global Asset Management
New Jersey
$7K – – –
BBPWM
285
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
C
286
Covestor
United Kingdom
$5K -$3.54K -58 -39%
AFG
287
Albion Financial Group
Utah
$5K – – –
AA
288
Ancora Advisors
Ohio
$5K – – –
ODG
289
O'Dell Group
Ohio
$5K – – –
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$5K +$6.1K +100 New
IF
291
Integrity Financial
Wyoming
$4K – – –
PWMG
292
Prestige Wealth Management Group
New Jersey
$4K – – –
CP
293
Castleview Partners
Texas
$4K +$4.27K +70 New
EAM
294
Eukles Asset Management
Ohio
$3K – – –
MWA
295
Moser Wealth Advisors
Washington
$3K +$3.05K +50 New
GI
296
Gradient Investments
Minnesota
$3K +$3.66K +60 New
FHA
297
First Horizon Advisors
Tennessee
$3K +$4.03K +66 New
ACA
298
Aptus Capital Advisors
Alabama
$2K – – –
GWANC
299
Guardian Wealth Advisors (North Carolina)
North Carolina
$2K – – –
S
300
SignatureFD
Georgia
$2K – – –
10 11
12
13 14

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.