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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
51
Milestone Investment Advisors
Wisconsin
$1.09M +$984K +25,917 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.05M +$49.5K +1,303 +6%
CCM
53
Colorado Capital Management
Colorado
$1.04M -$18.1K -477 -2%
CAG
54
Csenge Advisory Group
Florida
$936K +$468K +12,331 +125%
AAS
55
Avantax Advisory Services
Texas
$934K -$182K -4,787 -18%
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$881K +$34.5K +908 +5%
CA
57
Cetera Advisors
Colorado
$844K -$488K -12,864 -39%
Jane Street
58
Jane Street
New York
$832K +$453K +11,927 +153%
TRCT
59
Tower Research Capital (TRC)
New York
$804K +$54.6K +1,439 +8%
OC
60
Oppenheimer & Co
New York
$787K -$182K -4,806 -20%
SPIA
61
Steward Partners Investment Advisory
New York
$739K -$299K -7,882 -31%
Nomura Asset Management
62
Nomura Asset Management
Japan
$731K +$658K +17,330 New
PNC
63
Park National Corp
Ohio
$723K -$2.43K -64 -0.4%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$714K +$26.5K +698 +4%
OBWG
65
Onyx Bridge Wealth Group
New York
$700K -$36.7K -968 -6%
NA
66
NewEdge Advisors
Louisiana
$689K -$104K -2,739 -13%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$672K +$47.1K +1,241 +8%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$657K +$18.6K +490 +3%
KPWS
69
Kestra Private Wealth Services
Texas
$645K -$611K -16,100 -51%
BA
70
Bluesphere Advisors
Pennsylvania
$638K -$154K -4,058 -21%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$636K -$85.4K -2,249 -13%
FPGK
72
Financial Partners Group (Kansas)
Kansas
$632K +$55.9K +1,473 +11%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$624K
HAIM
74
Hunter Associates Investment Management
Pennsylvania
$610K +$216K +5,695 +64%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$608K -$185K -4,871 -25%

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.