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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

285 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.5M

23% more capital invested

Capital invested by funds: $512M → $630M (+$118M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.04% more ownership

Funds ownership: 32.41% → 32.45% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 288 → 285 (-3)

33% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 110

Holders
285
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
74
Reduced
110
Closed
29
Calls
$3.91M
Puts
$1.5M
Net Calls
+$2.41M
Net Calls Change
-$4.71M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.62M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$4.51M
3
CI
CX Institutional
Indiana
+$4.01M
4
Goldman Sachs
Goldman Sachs
New York
+$1.39M
5
HF
HRT Financial
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$6.02M
2
Morgan Stanley
Morgan Stanley
New York
-$6.01M
3
B
Barings
North Carolina
-$5.72M
4
Bank of America
Bank of America
North Carolina
-$3.21M
5
BHB
Bank Hapoalim BM
Israel
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
26
Manchester Financial
California
$4.6M +$14.7K +281 +0.3%
PCIA
27
Prime Capital Investment Advisors
Kansas
$4.5M +$4.51M +86,116 New
AWS
28
Atria Wealth Solutions
New York
$4.28M +$72.3K +1,380 +2%
MFS
29
Madrona Financial Services
Washington
$3.76M -$314K -5,998 -8%
EWM
30
Elite Wealth Management
Washington
$3.57M -$74.5K -1,422 -2%
KHLMVGHM
31
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.45M – – –
SW
32
SVB Wealth
Massachusetts
$3.44M +$65.3K +1,247 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.35M +$434K +8,284 +15%
CCM
34
Consolidated Capital Management
California
$3.26M +$448K +8,552 +16%
LCM
35
Lattice Capital Management
Washington
$2.99M – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.86M -$339K -6,469 -11%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.8M +$93.8K +1,792 +3%
YAVAPFMC
38
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.6M – – –
BFA
39
BBJS Financial Advisors
Washington
$2.55M -$1.86M -35,599 -42%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$2.45M -$368K -7,031 -13%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.4M -$284K -5,416 -11%
PI
42
PFG Investments
New York
$2.31M +$2.32M +44,250 New
Goldman Sachs
43
Goldman Sachs
New York
$2.22M +$1.39M +26,565 +167%
IWM
44
IHT Wealth Management
Illinois
$2.11M +$136K +2,597 +7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.05M -$771K -14,714 -27%
KPWS
46
Kestra Private Wealth Services
Texas
$1.84M +$615K +11,738 +50%
WWA
47
WCG Wealth Advisors
Nevada
$1.83M -$7.17K -137 -0.4%
SMFG
48
Sumitomo Mitsui Financial Group
Japan
$1.8M +$32.3K +616 +2%
SPIA
49
Steward Partners Investment Advisory
New York
$1.77M -$566K -10,799 -24%
Jane Street
50
Jane Street
New York
$1.76M -$954K -18,210 -35%
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QCLN Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2023, worth a combined $630M — up 23% from $512M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QCLN positions and 29 closed out — a net gain of 3 holders — while 74 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.62M. The largest seller was CIBC Private Wealth Group, cutting an estimated $6.02M.

  • 285 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2023, down from 288 in Q4 2022.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2023, up 23% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2023 and 29 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2023 was Ameriprise, an estimated $5.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2023 was CIBC Private Wealth Group, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2023.