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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45% → 31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285 → 270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$9.07M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$4.63M
3
Ameriprise
Ameriprise
Minnesota
+$2.67M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.99M
5
EWM
Elite Wealth Management
Washington
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$9.55M
2
BHB
Bank Hapoalim BM
Israel
-$6.39M
3
IPW
Invictus Private Wealth
Colorado
-$6.31M
4
MF
Manchester Financial
California
-$4.6M
5
CAN
Cetera Advisor Networks
California
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$4.72M -$270K -5,591 -6%
AWS
27
Atria Wealth Solutions
New York
$4.27M +$67.2K +1,393 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.94M +$624K +12,939 +20%
KHLMVGHM
29
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.42M – – –
MFS
30
Madrona Financial Services
Washington
$3.34M -$322K -6,664 -9%
CCM
31
Consolidated Capital Management
California
$3.2M +$8.49K +176 +0.3%
SW
32
SVB Wealth
Massachusetts
$3.18M -$179K -3,706 -6%
LCM
33
Lattice Capital Management
Washington
$2.93M – – –
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$2.92M +$1.99M +41,239 +259%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.7M -$41.1K -852 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.69M +$319K +6,613 +14%
Goldman Sachs
37
Goldman Sachs
New York
$2.63M +$431K +8,940 +21%
YAVAPFMC
38
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.57M – – –
JMPWA
39
JP Morgan Private Wealth Advisors
California
$2.33M -$71.2K -1,476 -3%
PI
40
PFG Investments
New York
$2.28M +$19K +393 +0.9%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.18M +$165K +3,416 +9%
SMFG
42
Sumitomo Mitsui Financial Group
Japan
$2.06M +$277K +5,743 +17%
IWM
43
IHT Wealth Management
Illinois
$2.04M -$29.9K -619 -2%
KPWS
44
Kestra Private Wealth Services
Texas
$1.82M +$16.5K +341 +1%
AWM
45
AE Wealth Management
Kansas
$1.77M +$154K +3,192 +10%
PAG
46
Private Advisor Group
New Jersey
$1.74M +$375K +7,772 +30%
CA
47
Cetera Advisors
Colorado
$1.73M +$10K +208 +0.6%
WWA
48
WCG Wealth Advisors
Nevada
$1.65M -$135K -2,802 -8%
TC
49
TAP Consulting
Missouri
$1.53M +$167K +3,459 +13%
CAN
50
Cetera Advisor Networks
California
$1.5M -$3.81M -79,054 -73%
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QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.