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First Trust NASDAQ Clean Edge Green Energy Index Fund

108 hedge funds and large institutions have $163M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

65% more capital invested

Capital invested by funds: $98.7M → $163M (+$64.5M)

37% more funds holding

Funds holding: 79108 (+29)

4.79% less ownership

Funds ownership: 34.66%29.86% (-4.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
+29
Holders Change %
+36.71%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
37
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Appleton Partners
Massachusetts
$378K
PNC
52
Park National Corp
Ohio
$375K -$8.82K -230 -3%
GVAG
53
Great Valley Advisor Group
Delaware
$370K +$320K +8,340 New
AWM
54
Avitas Wealth Management
California
$360K +$311K +8,112 New
LS
55
Leelyn Smith
Illinois
$358K +$308K +8,030 +15,151%
LWPC
56
Legacy Wealth Partners (California)
California
$291K -$119K -3,111 -32%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$263K +$227K +5,920 New
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$257K +$222K +5,798 New
GTAM
59
Global Trust Asset Management
Florida
$253K +$213K +5,550 New
CAL
60
Capital Analysts LLC
Pennsylvania
$241K +$30.7K +799 +17%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$227K +$196K +5,119 New
SPC
62
Sigma Planning Corp
Michigan
$225K +$195K +5,083 New
SBH
63
Segall Bryant & Hamill
Illinois
$222K +$192K +5,000 New
CG
64
Colony Group
Massachusetts
$215K +$186K +4,850 New
AIA
65
Arbor Investment Advisors
North Carolina
$212K +$184K +4,789 New
UCFA
66
United Capital Financial Advisors
Texas
$212K +$184K +4,790 New
TAM
67
Townsend Asset Management
North Carolina
$212K +$184K +4,791 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$185K +$76.7K +2,000 +104%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$158K +$61.5K +1,603 +82%
CFGS
70
Concourse Financial Group Securities
Alabama
$148K +$128K +3,331 New
CFA
71
Carroll Financial Associates
North Carolina
$140K
RCA
72
Ranch Capital Advisors
Florida
$134K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$122K -$3.38K -88 -3%
Franklin Resources
74
Franklin Resources
California
$89K +$76.7K +2,000 New
HI
75
Hudock Inc
Pennsylvania
$81K +$70.3K +1,831 New

QCLN Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2020, worth a combined $163M — up 65% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new QCLN positions and 8 closed out — a net gain of 29 holders — while 37 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.8M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $35.3M sold.

  • 108 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2020, up from 79 in Q2 2020.
  • Funds reported $163M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2020, up 65% quarter-over-quarter.
  • 37 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2020 and 8 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2020 was Morgan Stanley, an estimated $8.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2020 was Golden State Wealth Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2020.