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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

213 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 67 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 2

286% more capital invested

Capital invested by funds: $163M → $630M (+$467M)

253% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 19

97% more funds holding

Funds holding: 108 → 213 (+105)

1.72% more ownership

Funds ownership: 29.86% → 31.58% (+1.7%)

0% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.2M

Holders
213
Holders Change
+105
Holders Change %
+97.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
67
Reduced
19
Closed
2
Calls
$2.21M
Puts
$2.2M
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$24.8M
3
Wells Fargo
Wells Fargo
California
+$22.9M
4
LPL Financial
LPL Financial
California
+$22.8M
5
PIM
Parker Investment Management
California
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.56M
2
CI
CX Institutional
Indiana
-$701K
3
Creative Planning
Creative Planning
Kansas
-$688K
4
NFG
Next Financial Group
Texas
-$521K
5
TC
Telemus Capital
Michigan
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
KHLMVGHM
26
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.76M +$3.86M +67,769 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$4.5M +$3.65M +64,001 New
GWA
28
GGM Wealth Advisors
Maryland
$4.4M +$2.93M +51,390 New
IWM
29
IHT Wealth Management
Illinois
$3.81M +$754K +13,235 +32%
FEM
30
Fulcrum Equity Management
Texas
$3.78M -$224K -3,935 -7%
OC
31
Oppenheimer & Co
New York
$3.68M +$133K +2,327 +5%
WANY
32
Wealthspire Advisors (New York)
New York
$3.68M +$2.98M +52,374 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.46M +$128K +2,253 +5%
SAM
34
Secure Asset Management
Michigan
$2.9M +$2.35M +41,273 New
GIA
35
Gladstone Institutional Advisory
Florida
$2.86M +$607K +10,661 +35%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.74M +$1.93M +33,847 +661%
ACM
37
Anfield Capital Management
California
$2.68M -$310K -5,440 -12%
SFPG
38
Stonebridge Financial Planning Group
Florida
$2.67M +$851K +14,946 +65%
PP
39
Prudential plc
United Kingdom
$2.63M +$1.42M +24,856 +197%
Truist Financial
40
Truist Financial
North Carolina
$2.53M +$256K +4,499 +14%
NFG
41
Norris Financial Group
South Carolina
$2.51M +$407K +7,140 +25%
BA
42
Bluesphere Advisors
Pennsylvania
$2.5M +$2.03M +35,607 New
SPC
43
Sigma Planning Corp
Michigan
$2.37M +$1.63M +28,606 +563%
Renaissance Technologies
44
Renaissance Technologies
New York
$2.18M +$1.77M +31,100 New
PAG
45
Private Advisory Group
Washington
$2.09M +$6.61K +116 +0.4%
CAG
46
Csenge Advisory Group
Florida
$2.04M +$1.66M +29,059 New
Jane Street
47
Jane Street
New York
$2.02M -$26K -457 -2%
PPW
48
Parcion Private Wealth
Washington
$1.98M +$14.2K +249 +0.9%
APA
49
American Portfolios Advisors
New York
$1.96M +$1.55M +27,175 +3,397%
SMFG
50
Sumitomo Mitsui Financial Group
Japan
$1.95M +$1.58M +27,806 New
1
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QCLN Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2020, worth a combined $630M — up 286% from $163M a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new QCLN positions and 2 closed out — a net gain of 107 holders — while 67 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $3.56M.

  • 213 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2020, up 286% quarter-over-quarter.
  • 109 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2020 and 2 closed out, a net change of +107 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2020 was UBS Group, an estimated $26.9M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2020.