First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
29 hedge funds and large institutions have $36.7M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 7 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
45% more capital invested
Capital invested by funds: $25.3M → $36.7M (+$11.4M)
6% less funds holding
Funds holding: 31 → 29 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.68M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.39M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$2M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$539K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$518K |
| 3 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$458K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$248K |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$195K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
26
Bartlett & Co
Cincinnati,
Ohio
| $10K | – | – | – |
|
27
Ameriprise
Minneapolis,
Minnesota
| $10K | +$584 | +38 | +6% |
|
28
Creative Planning
Overland Park,
Kansas
| $5K | +$4.61K | +300 | New |
|
29
Citigroup
New York
| $4K | – | – | – |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$539K | -38,156 | Closed |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$248K | -17,501 | Closed |
|
|
DS
32
DRW Securities
Chicago,
Illinois
| – | -$158K | -11,179 | Closed |
|
|
CS
33
Credit Suisse
Zurich,
Switzerland
| – | -$151K | -10,707 | Closed |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$9K | -644 | Closed |
|
35
US Bancorp
Minneapolis,
Minnesota
| – | -$4K | -300 | Closed |
|
|
GI
36
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -87 | Closed |
|
QCLN Hedge Fund Activity: Q3 2013 in Review
29 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2013, worth a combined $36.7M — up 45% from $25.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of QCLN and 5 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $2.68M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $539K sold.
- 29 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2013, down from 31 in Q2 2013.
- Funds reported $36.7M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2013, up 45% quarter-over-quarter.
- 5 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2013 and 7 closed out, a net change of -2 holders.
- The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2013 was Morgan Stanley, an estimated $2.68M added.
- The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $539K sold.
Based on aggregated 13F filings for Q3 2013.