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First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
SP Asset Management
California
$413K +$98.6K +1,551 +30%
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$411K -$20.7K -326 -5%
BAM
153
Belpointe Asset Management
Nevada
$403K -$282K -4,429 -43%
WA
154
Wealth Advisors
California
$402K -$20.4K -320 -5%
BPA
155
Beacon Pointe Advisors
California
$395K +$363K +5,704 New
AWM
156
Avitas Wealth Management
California
$388K +$60.6K +953 +20%
UCFA
157
United Capital Financial Advisors
Texas
$382K +$5.72K +90 +2%
MP
158
McDonald Partners
Ohio
$382K +$62.8K +987 +22%
GRP
159
Global Retirement Partners
California
$381K -$40.7K -640 -10%
LB
160
Leo Brokerage
Texas
$381K
W
161
WealthOne
New York
$377K +$70.1K +1,102 +25%
SW
162
SVB Wealth
Massachusetts
$353K
Millennium Management
163
Millennium Management
New York
$349K -$7.44M -117,030 -96%
GWM
164
Geneos Wealth Management
Colorado
$345K -$6.68K -105 -2%
EH
165
Equitable Holdings
New York
$336K -$230K -3,613 -43%
TAM
166
Townsend Asset Management
North Carolina
$332K -$59.2K -931 -16%
NL
167
NWAM LLC
Washington
$332K +$305K +4,798 New
TF
168
Trek Financial
Arizona
$328K
LA
169
LexAurum Advisors
Kansas
$325K +$36.3K +570 +14%
SI
170
Stephens Inc
Arkansas
$321K +$13.4K +211 +5%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$320K +$88.8K +1,397 +43%
DAS
172
Dynamic Advisor Solutions
Arizona
$302K +$87.9K +1,382 +46%
AIA
173
Arbor Investment Advisors
North Carolina
$300K
GAM
174
Geier Asset Management
Maryland
$298K
DAM
175
Derbend Asset Management
Georgia
$298K +$274K +4,311 New

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.