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First Trust NASDAQ Clean Edge Green Energy Index Fund

197 hedge funds and large institutions have $180M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $214K

3.09% less ownership

Funds ownership: 28.76%25.66% (-3.1%)

7% less funds holding

Funds holding: 211197 (-14)

21% less capital invested

Capital invested by funds: $228M → $180M (-$48.2M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

51% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 84

Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
84
Closed
30
Calls
$1.08M
Puts
$214K
Net Calls
+$868K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.56M -$14.3K -414 -0.9%
MIH
27
Meitav Investment House
Israel
$1.44M -$139K -4,000 -9%
Citadel Advisors
28
Citadel Advisors
Florida
$1.38M +$111K +3,206 +9%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.38M -$101K -2,914 -7%
AAS
30
Ameritas Advisory Services
Nebraska
$1.37M +$100K +2,891 +8%
Wealthfront Advisers
31
Wealthfront Advisers
California
$1.21M +$383K +11,056 +45%
KAS
32
Kestra Advisory Services
Texas
$966K -$102K -2,942 -9%
SW
33
SVB Wealth
Massachusetts
$919K -$366K -10,548 -28%
CCM
34
Colorado Capital Management
Colorado
$904K -$16.5K -477 -2%
CVA
35
Central Valley Advisors
California
$873K -$10.4K -301 -3%
MIA
36
Milestone Investment Advisors
Wisconsin
$798K -$63.5K -1,832 -7%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$726K -$303K -8,746 -29%
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$712K +$29.9K +862 +4%
NA
39
NewEdge Advisors
Louisiana
$701K -$52.5K -1,516 -7%
AC
40
ASB Consultores
Florida
$637K
JP Morgan Chase
41
JP Morgan Chase
New York
$630K -$523K -15,087 -45%
GS
42
GTS Securities
New York
$618K +$630K +18,183 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$603K -$19.5K -562 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$586K -$233K -6,720 -28%
TRCT
45
Tower Research Capital (TRC)
New York
$565K +$559K +16,115 +3,262%
PNC
46
Park National Corp
Ohio
$552K -$18.6K -536 -3%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$549K -$44.5K -1,283 -7%
HAIM
48
Hunter Associates Investment Management
Pennsylvania
$540K +$7.49K +216 +1%
AAP
49
Arax Advisory Partners
Colorado
$538K +$52K +1,501 +10%
SPIA
50
Steward Partners Investment Advisory
New York
$521K -$51.5K -1,487 -9%

QCLN Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2024, worth a combined $180M — down 21% from $228M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of QCLN and 21 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 41 added.

The largest buyer was CX Institutional, adding an estimated $1.79M. The largest seller was Rockefeller Capital Management, cutting an estimated $7.98M.

  • 197 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2024, down from 211 in Q1 2024.
  • Funds reported $180M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2024, down 21% quarter-over-quarter.
  • 21 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2024 and 30 closed out, a net change of -9 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2024 was CX Institutional, an estimated $1.79M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2024 was Rockefeller Capital Management, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2024.