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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
BCWM
101
Bartlett & Co Wealth Management
Ohio
$8.87K – – –
FCH
102
Freestone Capital Holdings
Washington
$8.87K +$7.67K +200 New
CFD
103
Creative Financial Designs
Indiana
$8K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$7K +$4.72K +123 +439%
CIAS
105
Capital Investment Advisory Services
North Carolina
$4K – – –
William Blair & Company
106
William Blair & Company
Illinois
$4K +$3.84K +100 New
EAM
107
Eukles Asset Management
Ohio
$2K – – –
NNP
108
Nachman Norwood & Parrott
South Carolina
$2K +$2.11K +55 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$2K +$2.49K +65 New
TCM
110
Tradewinds Capital Management
Washington
$1K – – –
GSWM
111
Golden State Wealth Management
California
– -$35.3M -748,029 Closed
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
– -$1.06M -35,745 Closed
NCM
113
Niemann Capital Management
Nevada
– -$244K -8,212 Closed
OPS
114
Orion Portfolio Solutions
Nebraska
– -$64K -2,150 Closed
FANJ
115
Financial Architects (New Jersey)
New Jersey
– -$26K -864 Closed
CAAS
116
Capital Asset Advisory Services
Michigan
– -$8K -225 Closed
FWM
117
FSA Wealth Management
Massachusetts
– -$6K -200 Closed
VFA
118
Valeo Financial Advisors
Indiana
– -$4K -125 Closed
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.