First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
48 hedge funds and large institutions have $12.5M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 11 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
6% more capital invested
Capital invested by funds: $11.8M → $12.5M (+$731K)
2.08% more ownership
Funds ownership: 12.85% → 14.93% (+2.1%)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
4% less funds holding
Funds holding: 50 → 48 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$457K |
| 3 |
Jane Street
New York
|
+$335K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$329K |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$541K |
| 2 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$202K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$63K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$50.5K |
| 5 |
AC
Avestar Capital
New York
|
-$47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCAG
51
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$29.7K | -1,508 | Closed |
|
|
OIA
52
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$25K | -1,250 | Closed |
|
|
SFM
53
Signet Financial Management
Parsippany,
New Jersey
| – | -$12K | -622 | Closed |
|
|
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$12K | -610 | Closed |
|
55
William Blair & Company
Chicago,
Illinois
| – | -$10K | -525 | Closed |
|
|
MWPCG
56
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$10K | -500 | Closed |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| – | -$7K | -350 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$2K | -100 | Closed |
|
QCLN Hedge Fund Activity: Q4 2018 in Review
48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2018, worth a combined $12.5M — up 6.2% from $11.8M a quarter earlier.
Fund positioning in QCLN was balanced in Q4 2018: 11 funds opened new positions, 11 closed out, 13 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.55M. The largest seller was Wells Fargo, cutting an estimated $541K.
- 48 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2018, down from 50 in Q3 2018.
- Funds reported $12.5M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2018, up 6.2% quarter-over-quarter.
- 11 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2018 and 11 closed out, a net change of 0 holders.
- The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2018 was Morgan Stanley, an estimated $1.55M added.
- The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2018 was Wells Fargo, an estimated $541K sold.
Based on aggregated 13F filings for Q4 2018.