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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.67M -$392K -7,150 -7%
MF
27
Manchester Financial
California
$4.15M +$14.6K +267 +0.3%
BFA
28
BBJS Financial Advisors
Washington
$3.98M +$4.62M +84,382 New
AWS
29
Atria Wealth Solutions
New York
$3.81M -$805K -14,685 -15%
Citadel Advisors
30
Citadel Advisors
Florida
$3.77M -$1.69M -30,749 -28%
MFS
31
Madrona Financial Services
Washington
$3.68M +$105K +1,924 +3%
EWM
32
Elite Wealth Management
Washington
$3.29M -$31.3K -571 -0.8%
KHLMVGHM
33
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.2M
SW
34
SVB Wealth
Massachusetts
$3.05M +$1.2M +21,812 +51%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.89M +$1.93M +35,300 +136%
LCM
36
Lattice Capital Management
Washington
$2.7M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.63M -$192K -3,496 -6%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$2.55M +$397K +7,249 +16%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.55M +$164K +2,996 +6%
CCM
40
Consolidated Capital Management
California
$2.54M -$513K -9,362 -15%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.45M -$172K -3,142 -6%
Jane Street
42
Jane Street
New York
$2.45M +$2.64M +48,206 +1,331%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.43M -$543K -9,913 -16%
YAVAPFMC
44
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.41M
OC
45
Oppenheimer & Co
New York
$2.15M -$134K -2,439 -5%
SPIA
46
Steward Partners Investment Advisory
New York
$2.11M -$709K -12,937 -22%
IWM
47
IHT Wealth Management
Illinois
$1.79M +$16.4K +299 +0.8%
WWA
48
WCG Wealth Advisors
Nevada
$1.66M +$82.9K +1,512 +5%
AAS
49
Ameritas Advisory Services
Nebraska
$1.64M -$57.1K -1,041 -3%
SMFG
50
Sumitomo Mitsui Financial Group
Japan
$1.6M +$11.9K +218 +0.6%

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.