We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

213 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 67 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 2

286% more capital invested

Capital invested by funds: $163M → $630M (+$467M)

253% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 19

97% more funds holding

Funds holding: 108 → 213 (+105)

1.72% more ownership

Funds ownership: 29.86% → 31.58% (+1.7%)

0% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.2M

Holders
213
Holders Change
+105
Holders Change %
+97.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
67
Reduced
19
Closed
2
Calls
$2.21M
Puts
$2.2M
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$24.8M
3
Wells Fargo
Wells Fargo
California
+$22.9M
4
LPL Financial
LPL Financial
California
+$22.8M
5
PIM
Parker Investment Management
California
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.56M
2
CI
CX Institutional
Indiana
-$701K
3
Creative Planning
Creative Planning
Kansas
-$688K
4
NFG
Next Financial Group
Texas
-$521K
5
TC
Telemus Capital
Michigan
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
101
Colony Group
Massachusetts
$463K +$99.1K +1,740 +36%
KNW
102
Kesler Norman & Wride
Utah
$462K +$375K +6,585 New
SSCA
103
South Shore Capital Advisors
Massachusetts
$449K +$364K +6,399 New
GWSG
104
GPS Wealth Strategies Group
Colorado
$438K +$356K +6,243 New
RIA
105
Realta Investment Advisors
Delaware
$434K +$352K +6,177 New
EH
106
Equitable Holdings
New York
$424K +$344K +6,044 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$420K +$64.8K +1,138 +29%
LWPC
108
Legacy Wealth Partners (California)
California
$407K -$43.8K -769 -12%
FFN
109
Focus Financial Network
Minnesota
$403K +$327K +5,744 New
CAL
110
Capital Analysts LLC
Pennsylvania
$401K +$15.6K +274 +5%
TAM
111
Townsend Asset Management
North Carolina
$398K +$49.5K +870 +18%
CFGS
112
Concourse Financial Group Securities
Alabama
$397K +$132K +2,320 +70%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$393K +$162K +2,846 +103%
IFG
114
Independent Financial Group
California
$390K +$317K +5,558 New
KWM
115
Kingsview Wealth Management
Oregon
$389K +$316K +5,546 New
GRP
116
Global Retirement Partners
California
$388K +$294K +5,167 +1,468%
LB
117
Leo Brokerage
Texas
$387K +$314K +5,506 New
BRWA
118
B. Riley Wealth Advisors
Florida
$369K +$299K +5,244 New
Citigroup
119
Citigroup
New York
$367K +$264K +4,636 +786%
BBVA
120
Banco Bilbao Vizcaya Argentaria
Spain
$361K +$293K +5,150 New
WMP
121
Wealth Management Partners
Arizona
$359K +$239K +4,190 New
WEC
122
Winslow Evans & Crocker
Massachusetts
$358K +$290K +5,096 New
SBH
123
Segall Bryant & Hamill
Illinois
$351K – – –
AIA
124
Arbor Investment Advisors
North Carolina
$348K +$9.8K +172 +4%
LNC
125
Lincoln National Corp
Pennsylvania
$348K +$282K +4,949 New
3 4
5
6 7

QCLN Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2020, worth a combined $630M — up 286% from $163M a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new QCLN positions and 2 closed out — a net gain of 107 holders — while 67 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $3.56M.

  • 213 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2020, up 286% quarter-over-quarter.
  • 109 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2020 and 2 closed out, a net change of +107 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2020 was UBS Group, an estimated $26.9M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2020.