We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213 → 280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

2.86% more ownership

Funds ownership: 31.58% → 34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$50.2M
2
Bank of America
Bank of America
North Carolina
+$32.8M
3
LPL Financial
LPL Financial
California
+$32.2M
4
UBS Group
UBS Group
Switzerland
+$29.1M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$28.4M

Top Sellers

Rank Fund Capital Flow
1
PIM
Parker Investment Management
California
-$25.6M
2
PS
Portfolio Strategies
New York
-$25.6M
3
Ameriprise
Ameriprise
Minnesota
-$8.01M
4
BHCM
Brevan Howard Capital Management
Jersey
-$6.6M
5
PWS
Paragon Wealth Strategies
Florida
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFG Advisory
Georgia
$1.02M +$1.14M +14,912 New
ACM
102
Anfield Capital Management
California
$1M -$1.81M -23,570 -62%
Citigroup
103
Citigroup
New York
$980K +$696K +9,064 +173%
LS
104
Leelyn Smith
Illinois
$975K -$112K -1,465 -9%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$974K +$725K +9,442 +186%
MSAM
106
Moloney Securities Asset Management
Missouri
$956K +$539K +7,024 +102%
PNC
107
Park National Corp
Ohio
$938K +$404K +5,267 +63%
AIC
108
Ameritas Investment Company
Nebraska
$930K +$1.04M +13,561 New
PFS
109
Prospera Financial Services
Texas
$920K +$691K +8,995 +204%
Simplex Trading
110
Simplex Trading
Illinois
$903K +$999K +13,008 +8,130%
PAM
111
Private Asset Management
California
$903K +$1.01M +13,165 New
EWM
112
EPG Wealth Management
Georgia
$898K +$459K +5,980 +84%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$895K +$79.1K +1,030 +9%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$853K +$932K +12,134 +4,058%
KA
115
Kovack Advisors
Florida
$841K +$629K +8,197 +201%
Optiver Holding
116
Optiver Holding
Netherlands
$803K +$899K +11,708 New
WWM
117
Western Wealth Management
Colorado
$773K +$865K +11,264 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$770K +$431K +5,612 +100%
HI
119
Hudock Inc
Pennsylvania
$757K +$130K +1,694 +18%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$754K – – –
ASN
121
Advisory Services Network
Georgia
$746K +$105K +1,373 +14%
BAM
122
Belpointe Asset Management
Nevada
$702K +$786K +10,243 New
JWCA
123
J.W. Cole Advisors
Florida
$694K +$777K +10,119 New
OBWG
124
Onyx Bridge Wealth Group
New York
$681K -$57.3K -747 -7%
CF
125
Centaurus Financial
California
$675K -$606K -7,898 -45%
3 4
5
6 7

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.