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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

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: 79 → 108 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.8M
2
PS
Portfolio Strategies
New York
+$6.08M
3
Wells Fargo
Wells Fargo
California
+$4.09M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.14M
5
Goldman Sachs
Goldman Sachs
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
-$35.3M
2
Ameriprise
Ameriprise
Minnesota
-$1.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
4
MAP
Milestone Advisory Partners
North Carolina
-$247K
5
NCM
Niemann Capital Management
Nevada
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
76
Adirondack Trust Company
New York
$67K +$1.15K +30 +2%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$51K – – –
FHA
78
Flagship Harbor Advisors
Massachusetts
$46K +$38.4K +1,000 +2,222%
GWM
79
Geneos Wealth Management
Colorado
$40K – – –
US Bancorp
80
US Bancorp
Minnesota
$36K – – –
APA
81
American Portfolios Advisors
New York
$35.5K +$26.9K +700 +700%
AP
82
Advisors Preferred
Maryland
$33K +$28.9K +754 New
EP
83
Eudaimonia Partners
Tennessee
$30K +$26.2K +682 New
IWP
84
IAG Wealth Partners
Wisconsin
$27K – – –
PA
85
Parallel Advisors
California
$27K – – –
Citigroup
86
Citigroup
New York
$26K +$5.37K +140 +31%
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$23K – – –
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$19.8K +515 New
SPIA
89
Steward Partners Investment Advisory
New York
$21K +$4.8K +125 +36%
HIA
90
Harbor Investment Advisory
Maryland
$20K +$115 +3 +0.7%
BWA
91
BDO Wealth Advisors
Florida
$19K +$8.63K +225 +113%
JFA
92
JNBA Financial Advisors
Minnesota
$17K – – –
GRP
93
Global Retirement Partners
California
$16K -$25.3K -660 -65%
AIP
94
Ameritas Investment Partners
Nebraska
$14K – – –
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K – – –
TFGT
96
TS Financial Group (TSFG)
Illinois
$13K – – –
BCM
97
Blume Capital Management
California
$11K – – –
HNB
98
Huntington National Bank
Ohio
$11K – – –
BC
99
Bartlett & Co
Ohio
$9K – – –
CCM
100
Covington Capital Management
California
$9K – – –
1 2 3
4
5

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.