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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$6.86M +$7.68M +100,000 New
PAG
27
Private Advisor Group
New Jersey
$6.85M -$2.18M -28,343 -22%
MAP
28
Milestone Advisory Partners
North Carolina
$6.53M -$121K -1,576 -2%
FIG
29
FundX Investment Group
California
$6.39M +$7.15M +93,198 New
SAM
30
Secure Asset Management
Michigan
$6.28M +$3.86M +50,262 +122%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.08M +$1.89M +24,574 +38%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$6.04M +$6.76M +88,104 New
GIA
33
Gladstone Institutional Advisory
Florida
$5.56M +$3.09M +40,288 +99%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.49M +$4.93M +64,177 +405%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$5.48M +$3.14M +40,942 +105%
MF
36
Manchester Financial
California
$5.36M +$13.1K +171 +0.2%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$5.24M +$5.86M +76,393 New
HI
38
Harbour Investments
Wisconsin
$5.22M +$5.84M +76,070 New
MFS
39
Madrona Financial Services
Washington
$4.85M +$5.43M +70,709 New
KHLMVGHM
40
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.45M -$227K -2,956 -4%
GWA
41
GGM Wealth Advisors
Maryland
$4.39M +$1.25M +16,250 +32%
CAG
42
Csenge Advisory Group
Florida
$4.3M +$2.73M +35,561 +122%
SMFG
43
Sumitomo Mitsui Financial Group
Japan
$4.19M +$2.55M +33,232 +120%
Truist Financial
44
Truist Financial
North Carolina
$4.06M +$1.77M +23,085 +64%
BHCM
45
Brevan Howard Capital Management
Jersey
$3.97M -$6.6M -85,950 -60%
SPC
46
Sigma Planning Corp
Michigan
$3.85M +$1.73M +22,487 +67%
GWSG
47
GPS Wealth Strategies Group
Colorado
$3.83M +$3.8M +49,551 +794%
PFA
48
Plotkin Financial Advisors
Maryland
$3.78M +$4.23M +55,113 New
PP
49
Prudential plc
United Kingdom
$3.5M +$1.03M +13,480 +36%
SFPG
50
Stonebridge Financial Planning Group
Florida
$3.33M +$977K +12,723 +33%

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.