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First Trust NASDAQ Clean Edge Green Energy Index Fund

291 hedge funds and large institutions have $631M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.28M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.97% less ownership

Funds ownership: 35.56%33.58% (-2%)

10% less funds holding

Funds holding: 325291 (-34)

19% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 110

27% less capital invested

Capital invested by funds: $864M → $631M (-$232M)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 46

Holders
291
Holders Change
-34
Holders Change %
-10.46%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
89
Reduced
110
Closed
46
Calls
$14.1M
Puts
$2.28M
Net Calls
+$11.8M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.66M +$844K +15,405 +94%
SPC
52
Sigma Planning Corp
Michigan
$1.59M -$96.4K -1,759 -5%
CWM
53
Concentrum Wealth Management
California
$1.59M +$23.6K +430 +1%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$1.59M +$850K +15,515 +104%
SFPG
55
Stonebridge Financial Planning Group
Florida
$1.51M -$886K -16,162 -36%
AWM
56
AE Wealth Management
Kansas
$1.45M -$110K -2,014 -7%
GIA
57
Gladstone Institutional Advisory
Florida
$1.43M +$727K +13,272 +94%
Mariner
58
Mariner
Kansas
$1.42M -$68.9K -1,257 -4%
IIA
59
Integral Investment Advisors
California
$1.4M +$47.2K +861 +3%
SW
60
SVB Wealth
Massachusetts
$1.34M +$999K +18,240 +245%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$67.3K +1,228 +5%
CA
62
Cetera Advisors
Colorado
$1.32M -$980K -17,881 -41%
MAP
63
Milestone Advisory Partners
North Carolina
$1.29M -$1.31M -23,917 -49%
WWM
64
Western Wealth Management
Colorado
$1.29M -$176K -3,220 -12%
CCM
65
Colorado Capital Management
Colorado
$1.27M +$160K +2,914 +14%
Truist Financial
66
Truist Financial
North Carolina
$1.24M +$684K +12,485 +111%
IGWM
67
ICA Group Wealth Management
Colorado
$1.23M -$55.6K -1,014 -5%
AC
68
ASB Consultores
Florida
$1.22M +$1.28M +23,412 New
AAS
69
Avantax Advisory Services
Texas
$1.19M -$346K -6,306 -22%
PNC
70
Park National Corp
Ohio
$1.18M -$1.59K -29 -0.1%
FHA
71
Flagship Harbor Advisors
Massachusetts
$1.17M -$72.1K -1,315 -6%
CAL
72
Capital Analysts LLC
Pennsylvania
$1.15M +$91.3K +1,667 +8%
OBWG
73
Onyx Bridge Wealth Group
New York
$1.15M +$11.4K +208 +1%
EH
74
Equitable Holdings
New York
$1.15M +$423K +7,722 +54%
GVAG
75
Great Valley Advisor Group
Delaware
$1.15M +$580K +10,581 +92%

QCLN Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2022, worth a combined $631M — down 27% from $864M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of QCLN and 15 opened new positions — a net loss of 31 holders — while 110 trimmed existing stakes and 89 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $27.2M.

  • 291 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2022, down from 325 in Q1 2022.
  • Funds reported $631M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2022, down 27% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2022 and 46 closed out, a net change of -31 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2022 was Rockefeller Capital Management, an estimated $17.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.