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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Concentrum Wealth Management
California
-$1.57M -30,078 Closed
HF
277
HRT Financial
New York
-$1.38M -26,339 Closed
GVAG
278
Great Valley Advisor Group
Delaware
-$624K -11,940 Closed
Wolverine Trading
279
Wolverine Trading
Illinois
-$345K -7,142 Closed
WAP
280
Wealthcare Advisory Partners
Pennsylvania
-$265K -5,070 Closed
SAM
281
SP Asset Management
California
-$263K -5,044 Closed
LA
282
LexAurum Advisors
Kansas
-$256K -4,898 Closed
BAM
283
Belpointe Asset Management
Nevada
-$244K -4,679 Closed
PWMG
284
Provence Wealth Management Group
California
-$226K -4,326 Closed
TI
285
Trexquant Investment
Connecticut
-$220K -4,204 Closed
Renaissance Technologies
286
Renaissance Technologies
New York
-$219K -4,200 Closed
WPC
287
Wedmont Private Capital
Pennsylvania
-$205K -4,180 Closed
IA
288
IFG Advisory
Georgia
-$213K -4,074 Closed
SC
289
Savant Capital
Illinois
-$208K -3,978 Closed
ECA
290
Elevated Capital Advisors
Utah
-$206K -3,949 Closed
EWM
291
Executive Wealth Management
Michigan
-$201K -3,847 Closed
TWA
292
TCI Wealth Advisors
Arizona
-$64.3K -1,231 Closed
BA
293
Bristlecone Advisors
Washington
-$46K -880 Closed
BBHC
294
Brown Brothers Harriman & Co
New York
-$31.3K -600 Closed
TCWA
295
Ten Capital Wealth Advisors
Washington
-$30.3K -580 Closed
AWM
296
Accel Wealth Management
Iowa
-$25.6K -490 Closed
TAM
297
Tucker Asset Management
Colorado
-$8.57K -164 Closed
MCM
298
MV Capital Management
Maryland
-$7.83K -150 Closed
Jones Financial Companies
299
Jones Financial Companies
Missouri
-$6.27K -120 Closed
LF
300
Lee Financial
Texas
-$6.27K -120 Closed

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.