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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

79 hedge funds and large institutions have $98.7M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more capital invested

Capital invested by funds: $34.7M → $98.7M (+$64M)

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

20% more funds holding

Funds holding: 66 → 79 (+13)

11.92% more ownership

Funds ownership: 22.73% → 34.66% (+12%)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
20
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
+$19.1M
2
Ameriprise
Ameriprise
Minnesota
+$3.22M
3
MAP
Milestone Advisory Partners
North Carolina
+$2.23M
4
CAN
Cetera Advisor Networks
California
+$1.61M
5
Morgan Stanley
Morgan Stanley
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
2
UBS Group
UBS Group
Switzerland
-$794K
3
Osaic Holdings
Osaic Holdings
Arizona
-$769K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$728K
5
NFG
Next Financial Group
Texas
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$28K – – –
FANJ
52
Financial Architects (New Jersey)
New Jersey
$26K +$22K +864 New
US Bancorp
53
US Bancorp
Minnesota
$24K – – –
IWP
54
IAG Wealth Partners
Wisconsin
$18K – – –
PA
55
Parallel Advisors
California
$17K – – –
1832 Asset Management
56
1832 Asset Management
Ontario, Canada
$16K – – –
Citigroup
57
Citigroup
New York
$13K – – –
HIA
58
Harbor Investment Advisory
Maryland
$13K – – –
JFA
59
JNBA Financial Advisors
Minnesota
$11K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$10K – – –
AIP
61
Ameritas Investment Partners
Nebraska
$9K – – –
TFGT
62
TS Financial Group (TSFG)
Illinois
$9K +$26 +1 +0.3%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.88K – – –
CAAS
64
Capital Asset Advisory Services
Michigan
$8K +$5.74K +225 New
BCM
65
Blume Capital Management
California
$7K – – –
HNB
66
Huntington National Bank
Ohio
$7K – – –
LS
67
Leelyn Smith
Illinois
$6K -$227K -8,907 -99%
BC
68
Bartlett & Co
Ohio
$6K – – –
CCM
69
Covington Capital Management
California
$6K – – –
FWM
70
FSA Wealth Management
Massachusetts
$6K – – –
BWA
71
BDO Wealth Advisors
Florida
$6K +$5.1K +200 New
BCWM
72
Bartlett & Co Wealth Management
Ohio
$5.94K – – –
CFD
73
Creative Financial Designs
Indiana
$5K +$4.44K +174 New
VFA
74
Valeo Financial Advisors
Indiana
$4K – – –
CIAS
75
Capital Investment Advisory Services
North Carolina
$3K – – –
1 2
3
4

QCLN Hedge Fund Activity: Q2 2020 in Review

79 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2020, worth a combined $98.7M — up 184% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QCLN positions and 10 closed out — a net gain of 14 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Golden State Wealth Management, adding an estimated $19.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 79 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2020, up from 66 in Q1 2020.
  • Funds reported $98.7M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2020, up 184% quarter-over-quarter.
  • 24 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2020 and 10 closed out, a net change of +14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2020 was Golden State Wealth Management, an estimated $19.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2020 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.