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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
151
GPS Wealth Strategies Group
Colorado
$269K -$16.7K -346 -6%
UCFA
152
United Capital Financial Advisors
Texas
$268K
BFS
153
Bard Financial Services
Connecticut
$256K
TAM
154
Townsend Asset Management
North Carolina
$246K +$193 +4 +0.1%
PWA
155
PCG Wealth Advisors
Kansas
$244K -$29K -600 -11%
PA
156
PFG Advisors
Arizona
$244K +$230K +4,767 New
YIA
157
YHB Investment Advisors
Connecticut
$243K +$4.2K +87 +2%
MFG
158
Merit Financial Group
Georgia
$239K +$225K +4,673 New
LSA
159
Lion Street Advisors
Texas
$239K +$149K +3,085 New
BAAM
160
Baker Avenue Asset Management
California
$235K +$6.13K +127 +3%
SL
161
Stevard LLC
Illinois
$232K +$5.65K +117 +3%
CIG
162
Cascade Investment Group
Colorado
$232K -$2.41K -50 -1%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$228K -$6.37K -132 -3%
SMC
164
Smith, Moore & Co
Missouri
$228K -$7.87K -163 -4%
MP
165
McDonald Partners
Ohio
$222K +$6.95K +144 +3%
AIA
166
Arbor Investment Advisors
North Carolina
$216K +$386 +8 +0.2%
RSWM
167
Robertson Stephens Wealth Management
California
$212K -$309K -6,395 -61%
Barclays
168
Barclays
United Kingdom
$211K +$199K +4,123 New
CA
169
Cambridge Advisors
Nebraska
$206K
KeyBank National Association
170
KeyBank National Association
Ohio
$205K
WA1
171
Wimmer Associates 1
California
$201K +$190K +3,930 New
PTC
172
Private Trust Company
Ohio
$190K +$820 +17 +0.5%
RIA
173
Realta Investment Advisors
Delaware
$143K -$72.3K -1,498 -35%
William Blair & Company
174
William Blair & Company
Illinois
$140K +$34.5K +715 +35%
US Bancorp
175
US Bancorp
Minnesota
$135K -$15.3K -318 -11%

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.