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First Trust NASDAQ Clean Edge Green Energy Index Fund

197 hedge funds and large institutions have $180M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $214K

3.09% less ownership

Funds ownership: 28.76%25.66% (-3.1%)

7% less funds holding

Funds holding: 211197 (-14)

21% less capital invested

Capital invested by funds: $228M → $180M (-$48.2M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

51% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 84

Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
84
Closed
30
Calls
$1.08M
Puts
$214K
Net Calls
+$868K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$494K -$351K -10,113 -41%
AAS
52
Avantax Advisory Services
Texas
$494K -$88.2K -2,544 -15%
OBWG
53
Onyx Bridge Wealth Group
New York
$491K -$763 -22 -0.2%
Creative Planning
54
Creative Planning
Kansas
$478K -$1.31M -37,779 -73%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$472K +$14.3K +413 +3%
SPC
56
Sigma Planning Corp
Michigan
$472K -$42.9K -1,239 -8%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$461K -$7.98M -230,100 -94%
DFA
58
DHK Financial Advisors
New Hampshire
$437K
HI
59
Harbour Investments
Wisconsin
$411K +$22.8K +657 +6%
ASN
60
Advisory Services Network
Georgia
$405K -$8.94K -258 -2%
CAL
61
Capital Analysts LLC
Pennsylvania
$383K +$7.7K +222 +2%
BIA
62
Bigelow Investment Advisors
Maine
$359K +$365K +10,542 New
BA
63
Bluesphere Advisors
Pennsylvania
$352K -$76.7K -2,213 -18%
PAG
64
Private Advisor Group
New Jersey
$335K -$82.3K -2,374 -19%
PPWM
65
Paragon Private Wealth Management
Kentucky
$331K -$24.7K -713 -7%
PFS
66
Prospera Financial Services
Texas
$324K +$8.73K +252 +3%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$310K +$90.4K +2,609 +40%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$303K -$373K -10,765 -55%
AI
69
Atria Investments
North Carolina
$298K +$304K +8,772 New
AP
70
Appleton Partners
Massachusetts
$298K -$1.39K -40 -0.5%
MIA
71
MMBG Investment Advisors
Florida
$292K
FPGK
72
Financial Partners Group (Kansas)
Kansas
$290K -$66.7K -1,924 -18%
SMFG
73
Sumitomo Mitsui Financial Group
Japan
$288K -$309K -8,916 -51%
Franklin Resources
74
Franklin Resources
California
$279K +$2.08K +60 +0.7%
BRWA
75
B. Riley Wealth Advisors
Florida
$270K -$140K -4,026 -34%

QCLN Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2024, worth a combined $180M — down 21% from $228M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of QCLN and 21 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 41 added.

The largest buyer was CX Institutional, adding an estimated $1.79M. The largest seller was Rockefeller Capital Management, cutting an estimated $7.98M.

  • 197 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2024, down from 211 in Q1 2024.
  • Funds reported $180M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2024, down 21% quarter-over-quarter.
  • 21 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2024 and 30 closed out, a net change of -9 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2024 was CX Institutional, an estimated $1.79M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2024 was Rockefeller Capital Management, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2024.