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First Trust NASDAQ Clean Edge Green Energy Index Fund

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6%28.76% (-7.8%)

16% less funds holding

Funds holding: 250211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.97M +$1.32M +37,176 +188%
Creative Planning
27
Creative Planning
Kansas
$1.8M -$820K -23,116 -31%
RJA
28
Raymond James & Associates
Florida
$1.79M -$839K -23,652 -31%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$1.63M -$79.7K -2,248 -5%
MIH
30
Meitav Investment House
Israel
$1.61M -$4.15K -117 -0.3%
Stifel Financial
31
Stifel Financial
Missouri
$1.61M -$359K -10,126 -18%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.51M -$81.5K -2,297 -5%
SW
33
SVB Wealth
Massachusetts
$1.3M -$88.5K -2,495 -6%
Citadel Advisors
34
Citadel Advisors
Florida
$1.3M -$2.04M -57,550 -61%
AAS
35
Ameritas Advisory Services
Nebraska
$1.29M +$394K +11,099 +42%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.17M -$1.41M -39,812 -54%
WWA
37
WCG Wealth Advisors
Nevada
$1.17M +$82.9K +2,337 +7%
CAG
38
Csenge Advisory Group
Florida
$1.11M +$345K +9,733 +44%
KAS
39
Kestra Advisory Services
Texas
$1.09M -$306K -8,633 -22%
FTUS
40
Flow Traders U.S.
New York
$1.08M +$1.11M +31,155 New
CAN
41
Cetera Advisor Networks
California
$1.05M +$117K +3,291 +12%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.04M +$1.07M +30,080 New
CCM
43
Colorado Capital Management
Colorado
$938K +$81.3K +2,292 +9%
MIA
44
Milestone Investment Advisors
Wisconsin
$877K -$21.8K -616 -2%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$854K -$11.9M -335,867 -93%
Wealthfront Advisers
46
Wealthfront Advisers
California
$847K -$263K -7,429 -23%
MML Investors Services
47
MML Investors Services
Massachusetts
$830K -$1.36M -38,452 -62%
NA
48
NewEdge Advisors
Louisiana
$767K +$130K +3,655 +20%
SAG
49
SageView Advisory Group
California
$761K +$503K +14,177 New
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$696K -$28.4K -801 -4%

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.