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First Trust NASDAQ Clean Edge Green Energy Index Fund

291 hedge funds and large institutions have $631M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.28M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.97% less ownership

Funds ownership: 35.56%33.58% (-2%)

10% less funds holding

Funds holding: 325291 (-34)

19% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 110

27% less capital invested

Capital invested by funds: $864M → $631M (-$232M)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 46

Holders
291
Holders Change
-34
Holders Change %
-10.46%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
89
Reduced
110
Closed
46
Calls
$14.1M
Puts
$2.28M
Net Calls
+$11.8M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MD
26
Money Design
Japan
$5.73M +$670K +12,223 +13%
Stifel Financial
27
Stifel Financial
Missouri
$5.63M +$7.62K +139 +0.1%
SMFG
28
Sumitomo Mitsui Financial Group
Japan
$5.46M +$2.7M +49,300 +89%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.16M -$4.43M -80,842 -45%
KAS
30
Kestra Advisory Services
Texas
$5.15M -$644K -11,753 -11%
AWS
31
Atria Wealth Solutions
New York
$5.09M +$107K +1,945 +2%
MF
32
Manchester Financial
California
$4.49M +$11.6K +212 +0.2%
MFS
33
Madrona Financial Services
Washington
$3.93M +$10.5K +191 +0.3%
Goldman Sachs
34
Goldman Sachs
New York
$3.77M +$899K +16,413 +29%
KHLMVGHM
35
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.51M
PAG
36
Private Advisor Group
New Jersey
$3.5M -$385K -7,023 -9%
Citadel Advisors
37
Citadel Advisors
Florida
$3.32M +$1.98M +36,071 +131%
SPIA
38
Steward Partners Investment Advisory
New York
$3.1M -$648K -11,826 -17%
HighTower Advisors
39
HighTower Advisors
Illinois
$3.07M -$643K -11,737 -17%
LCM
40
Lattice Capital Management
Washington
$2.98M +$657 +12 +0%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.97M -$625K -11,406 -17%
YAVAPFMC
42
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.64M
OC
43
Oppenheimer & Co
New York
$2.54M +$1.59M +29,052 +149%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.45M -$260K -4,753 -9%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$2.4M +$20.9K +382 +0.8%
IWM
46
IHT Wealth Management
Illinois
$2.32M -$416K -7,591 -15%
TRCT
47
Tower Research Capital (TRC)
New York
$2.25M +$1.39M +25,404 +143%
AAS
48
Ameritas Advisory Services
Nebraska
$1.96M -$94.1K -1,718 -4%
CA
49
CoreCap Advisors
Michigan
$1.87M +$304K +5,544 +18%
WWA
50
WCG Wealth Advisors
Nevada
$1.76M +$1.85M +33,724 New

QCLN Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2022, worth a combined $631M — down 27% from $864M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of QCLN and 15 opened new positions — a net loss of 31 holders — while 110 trimmed existing stakes and 89 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $27.2M.

  • 291 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2022, down from 325 in Q1 2022.
  • Funds reported $631M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2022, down 27% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2022 and 46 closed out, a net change of -31 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2022 was Rockefeller Capital Management, an estimated $17.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.