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First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$2.96M +$951K +14,952 +54%
GIA
52
Gladstone Institutional Advisory
Florida
$2.8M -$2.58M -40,491 -50%
BRWA
53
B. Riley Wealth Advisors
Florida
$2.76M +$249K +3,918 +11%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.75M +$1.48M +23,296 +142%
AIC
55
Ameritas Investment Company
Nebraska
$2.6M -$495K -7,784 -57%
SPC
56
Sigma Planning Corp
Michigan
$2.56M -$1.22M -19,154 -34%
ARC
57
Advisor Resource Council
Texas
$2.52M +$2.32M +36,446 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.42M +$828K +13,015 +60%
PPW
59
Parcion Private Wealth
Washington
$2.3M +$63.4K +997 +3%
GVAG
60
Great Valley Advisor Group
Delaware
$2.06M -$130K -2,050 -6%
Truist Financial
61
Truist Financial
North Carolina
$2.01M -$1.91M -30,111 -51%
CWM
62
Concentrum Wealth Management
California
$1.98M +$29.5K +464 +2%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$1.91M -$3.11M -48,866 -64%
FAIM
64
Financial Advocates Investment Management
Washington
$1.78M +$64.9K +1,021 +4%
BRWM
65
B. Riley Wealth Management
Tennessee
$1.78M +$439K +6,910 +37%
BA
66
Bluesphere Advisors
Pennsylvania
$1.76M -$375K -5,895 -19%
TRCT
67
Tower Research Capital (TRC)
New York
$1.75M +$170K +2,677 +12%
D
68
Diversified
Delaware
$1.7M +$1.56M +24,498 New
SWA
69
Stratos Wealth Advisors
Ohio
$1.67M -$70.7K -1,111 -4%
FPGK
70
Financial Partners Group (Kansas)
Kansas
$1.62M +$138K +2,177 +10%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$1.55M -$426K -6,700 -42%
FHA
72
Flagship Harbor Advisors
Massachusetts
$1.52M +$329K +5,175 +31%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.49M -$4.26M -66,991 -76%
MA
74
Mutual Advisors
Nebraska
$1.48M +$33.9K +533 +3%
CCM
75
Colorado Capital Management
Colorado
$1.42M +$155K +2,436 +13%

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.