We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

285 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.5M

23% more capital invested

Capital invested by funds: $512M → $630M (+$118M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.04% more ownership

Funds ownership: 32.41% → 32.45% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 288 → 285 (-3)

33% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 110

Holders
285
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
74
Reduced
110
Closed
29
Calls
$3.91M
Puts
$1.5M
Net Calls
+$2.41M
Net Calls Change
-$4.71M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.62M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$4.51M
3
CI
CX Institutional
Indiana
+$4.01M
4
Goldman Sachs
Goldman Sachs
New York
+$1.39M
5
HF
HRT Financial
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$6.02M
2
Morgan Stanley
Morgan Stanley
New York
-$6.01M
3
B
Barings
North Carolina
-$5.72M
4
Bank of America
Bank of America
North Carolina
-$3.21M
5
BHB
Bank Hapoalim BM
Israel
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
151
Bard Financial Services
Connecticut
$261K +$262K +5,000 New
FHC
152
First Heartland Consultants
Missouri
$257K +$4.19K +80 +2%
LA
153
LexAurum Advisors
Kansas
$256K – – –
TAM
154
Townsend Asset Management
North Carolina
$251K +$471 +9 +0.2%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$245K -$2.1K -40 -0.9%
BAM
156
Belpointe Asset Management
Nevada
$244K -$93.4K -1,783 -28%
YIA
157
YHB Investment Advisors
Connecticut
$244K +$12.3K +235 +5%
SMC
158
Smith, Moore & Co
Missouri
$241K +$209 +4 +0.1%
CIG
159
Cascade Investment Group
Colorado
$239K – – –
BAAM
160
Baker Avenue Asset Management
California
$233K +$21.7K +414 +10%
SL
161
Stevard LLC
Illinois
$231K +$232K +4,426 New
PWMG
162
Provence Wealth Management Group
California
$226K -$76.5K -1,461 -25%
RIA
163
Realta Investment Advisors
Delaware
$224K -$6.08K -116 -3%
AIA
164
Arbor Investment Advisors
North Carolina
$220K +$221K +4,216 New
TI
165
Trexquant Investment
Connecticut
$220K +$220K +4,204 New
MP
166
McDonald Partners
Ohio
$219K -$55.8K -1,066 -20%
Renaissance Technologies
167
Renaissance Technologies
New York
$219K -$83.8K -1,600 -28%
IA
168
IFG Advisory
Georgia
$213K +$213K +4,074 New
CA
169
Cambridge Advisors
Nebraska
$210K +$211K +4,024 New
HSA
170
HBK Sorce Advisory
Pennsylvania
$210K -$208K -3,977 -50%
KeyBank National Association
171
KeyBank National Association
Ohio
$209K +$209K +4,000 New
SC
172
Savant Capital
Illinois
$208K +$208K +3,978 New
ECA
173
Elevated Capital Advisors
Utah
$206K +$207K +3,949 New
WPC
174
Wedmont Private Capital
Pennsylvania
$205K +$219K +4,180 New
EWM
175
Executive Wealth Management
Michigan
$201K +$201K +3,847 New
5 6
7
8 9

QCLN Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2023, worth a combined $630M — up 23% from $512M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QCLN positions and 29 closed out — a net gain of 3 holders — while 74 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.62M. The largest seller was CIBC Private Wealth Group, cutting an estimated $6.02M.

  • 285 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2023, down from 288 in Q4 2022.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2023, up 23% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2023 and 29 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2023 was Ameriprise, an estimated $5.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2023 was CIBC Private Wealth Group, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2023.