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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
151
McDonald Partners
Ohio
$249K +$4.71K +86 +2%
CAG
152
Csenge Advisory Group
Florida
$247K +$20.9K +382 +8%
EH
153
Equitable Holdings
New York
$247K -$55.4K -1,010 -16%
TCM
154
Tandem Capital Management
New Jersey
$246K +$33.4K +610 +13%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$243K -$22.3K -406 -7%
BFS
156
Bickling Financial Services
Massachusetts
$243K -$66.8K -1,218 -19%
DTL
157
Dynamic Technology Lab
Singapore
$243K +$283K +5,166 New
SAM
158
SP Asset Management
California
$238K +$493 +9 +0.2%
LA
159
LexAurum Advisors
Kansas
$231K
FHC
160
First Heartland Consultants
Missouri
$228K +$21.6K +395 +9%
TAM
161
Townsend Asset Management
North Carolina
$227K +$274 +5 +0.1%
SMC
162
Smith, Moore & Co
Missouri
$218K -$2.36K -43 -0.9%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$216K -$119K -2,169 -32%
CIG
164
Cascade Investment Group
Colorado
$216K +$251K +4,576 New
US Bancorp
165
US Bancorp
Minnesota
$214K +$9.87K +180 +4%
CG
166
Colony Group
Massachusetts
$213K -$256K -4,662 -51%
LFAS
167
Level Four Advisory Services
Texas
$210K +$244K +4,453 New
YIA
168
YHB Investment Advisors
Connecticut
$209K +$3.29K +60 +1%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$209K -$27.9K -509 -10%
RIA
170
Realta Investment Advisors
Delaware
$208K -$10.9K -199 -4%
BAAM
171
Baker Avenue Asset Management
California
$191K -$89.1K -1,625 -29%
PTC
172
Private Trust Company
Ohio
$174K
GWM
173
Geneos Wealth Management
Colorado
$164K -$24.9K -454 -12%
MWM
174
Mascoma Wealth Management
New Hampshire
$162K +$2.47K +45 +1%
ZIG
175
Zullo Investment Group
Pennsylvania
$142K +$219 +4 +0.1%

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.