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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$8.05M +$3.59M +49,852 +73%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$7.91M -$2.67M -37,071 -24%
HighTower Advisors
28
HighTower Advisors
Illinois
$7.8M -$1.06M -14,655 -11%
CPO
29
Cerity Partners OCIO
New York
$7.18M +$7.61M +105,646 New
Jane Street
30
Jane Street
New York
$7.08M -$2.84M -39,447 -27%
MIAN
31
Mariner Independent Advisor Network
Kansas
$6.79M -$2.96M -41,135 -30%
PAG
32
Private Advisor Group
New Jersey
$5.97M -$2.12M -29,420 -25%
MF
33
Manchester Financial
California
$5.54M +$34.3K +476 +0.6%
MD
34
Money Design
Japan
$5.41M +$5.71M +79,230 New
MFS
35
Madrona Financial Services
Washington
$5.33M +$242K +3,363 +4%
SPIA
36
Steward Partners Investment Advisory
New York
$4.89M +$255K +3,537 +5%
HI
37
Harbour Investments
Wisconsin
$4.64M +$826K +11,460 +20%
KHLMVGHM
38
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.61M
PWS
39
Paragon Wealth Strategies
Florida
$4.5M -$628K -8,709 -12%
BAAM
40
Baker Avenue Asset Management
California
$4.48M +$4.51M +62,563 +1,902%
CAG
41
Csenge Advisory Group
Florida
$4.42M -$306K -4,241 -6%
TC
42
Trilogy Capital
California
$4.31M +$4.57M +63,423 New
SMFG
43
Sumitomo Mitsui Financial Group
Japan
$4.22M -$5.34M -74,137 -54%
IWM
44
IHT Wealth Management
Illinois
$4.21M +$336K +4,667 +8%
LCM
45
Lattice Capital Management
Washington
$3.89M +$4.12M +57,205 New
MML Investors Services
46
MML Investors Services
Massachusetts
$3.5M +$847K +11,747 +30%
YAVAPFMC
47
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.48M
AWM
48
AE Wealth Management
Kansas
$3.36M -$4.18M -57,940 -54%
D
49
Diversified
Delaware
$3.22M +$622K +8,631 +22%
CA
50
Cetera Advisors
Colorado
$3.2M -$234K -3,250 -6%

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.