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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59% → 36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255 → 250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.4M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$13.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$8.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$9.77M
2
RJA
Raymond James & Associates
Florida
-$5.48M
3
UBS Group
UBS Group
Switzerland
-$4.27M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
5
LPL Financial
LPL Financial
California
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$3.17M -$381K -10,033 -12%
Creative Planning
27
Creative Planning
Kansas
$3.16M -$3.17M -83,526 -53%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.1M +$2.36M +62,293 +560%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.96M -$279K -7,355 -9%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.63M -$1.11M -29,134 -32%
Citigroup
31
Citigroup
New York
$2.61M +$2.28M +60,038 +3,057%
PI
32
PFG Investments
New York
$2.48M +$516K +13,588 +30%
Stifel Financial
33
Stifel Financial
Missouri
$2.38M +$181K +4,764 +9%
PAG
34
Private Advisor Group
New Jersey
$2.24M +$806K +21,233 +66%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$2.07M +$1.86M +49,129 New
HF
36
HRT Financial
New York
$2.01M -$75.3K -1,983 -4%
MIH
37
Meitav Investment House
Israel
$1.96M -$939K -24,728 -35%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.94M -$299K -7,865 -15%
SW
39
SVB Wealth
Massachusetts
$1.69M -$725K -19,104 -32%
KAS
40
Kestra Advisory Services
Texas
$1.69M -$563K -14,835 -27%
AWM
41
AE Wealth Management
Kansas
$1.61M +$408K +10,744 +30%
SMFG
42
Sumitomo Mitsui Financial Group
Japan
$1.36M -$797K -20,990 -40%
AC
43
ASB Consultores
Florida
$1.35M – – –
Wealthfront Advisers
44
Wealthfront Advisers
California
$1.34M +$321K +8,461 +36%
WWA
45
WCG Wealth Advisors
Nevada
$1.32M -$6.34K -167 -0.5%
TC
46
TAP Consulting
Missouri
$1.31M +$23.4K +616 +2%
SC
47
Syon Capital
California
$1.27M +$1.14M +30,020 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.19M +$265K +6,972 +33%
CAN
49
Cetera Advisor Networks
California
$1.14M -$198K -5,228 -16%
AAS
50
Ameritas Advisory Services
Nebraska
$1.09M -$320K -8,440 -24%
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QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.