We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

35 hedge funds and large institutions have $46.6M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 3735 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

56% less capital invested

Capital invested by funds: $107M → $46.6M (-$59.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
7
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$85.4K +$79.5K +4,158 New
PSI
27
Pinnacle Summer Investments
Virginia
$74K
AA
28
Apriem Advisors
California
$45K
Citigroup
29
Citigroup
New York
$35K +$535 +28 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$33K -$36.3K -1,896 -54%
CFSG
31
Community Financial Services Group
Vermont
$22K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$18K +$16.8K +880 New
BC
33
Bartlett & Co
Ohio
$12K
TRCT
34
Tower Research Capital (TRC)
New York
$11K +$10.1K +528 New
PAS
35
Partnervest Advisory Services
California
$4K
NCM
36
Niemann Capital Management
Nevada
-$4.02M -197,726 Closed
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
-$1.58M -77,757 Closed
Jane Street
38
Jane Street
New York
-$935K -46,051 Closed
B
39
Baird
Wisconsin
-$783K -38,571 Closed
BTS
40
BB&T Securities
Virginia
-$6.49M -31,967 Closed
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
-$461K -22,705 Closed
JP Morgan Chase
42
JP Morgan Chase
New York
-$397K -19,526 Closed
OC
43
Oppenheimer & Co
New York
-$345K -17,010 Closed
Stifel Financial
44
Stifel Financial
Missouri
-$325K -16,025 Closed
PI
45
Placemark Investments
Illinois
-$243K -11,948 Closed
NES
46
New England Securities
New York
-$6K -298 Closed

QCLN Hedge Fund Activity: Q2 2014 in Review

35 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2014, worth a combined $46.6M — down 56% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of QCLN and 9 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $5.68M. The largest seller was Morgan Stanley, cutting an estimated $24.2M.

  • 35 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2014, down from 37 in Q1 2014.
  • Funds reported $46.6M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2014, down 56% quarter-over-quarter.
  • 9 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2014 and 11 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2014 was SG Americas Securities, an estimated $5.68M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2014 was Morgan Stanley, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2014.