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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

213 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 67 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 2

286% more capital invested

Capital invested by funds: $163M → $630M (+$467M)

253% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 19

97% more funds holding

Funds holding: 108 → 213 (+105)

1.72% more ownership

Funds ownership: 29.86% → 31.58% (+1.7%)

0% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.2M

Holders
213
Holders Change
+105
Holders Change %
+97.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
67
Reduced
19
Closed
2
Calls
$2.21M
Puts
$2.2M
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$24.8M
3
Wells Fargo
Wells Fargo
California
+$22.9M
4
LPL Financial
LPL Financial
California
+$22.8M
5
PIM
Parker Investment Management
California
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.56M
2
CI
CX Institutional
Indiana
-$701K
3
Creative Planning
Creative Planning
Kansas
-$688K
4
NFG
Next Financial Group
Texas
-$521K
5
TC
Telemus Capital
Michigan
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
176
Banque Cantonale Vaudoise
Switzerland
$64K +$52.1K +915 New
WWMSC
177
Wagner Wealth Management (South Carolina)
South Carolina
$60K +$48.4K +849 New
BSSFA
178
Baron Silver Stevens Financial Advisors
Florida
$53K +$43.6K +765 New
AIC
179
Ayalon Insurance Company
Israel
$50K +$40.7K +715 New
IWP
180
IAG Wealth Partners
Wisconsin
$43K – – –
PA
181
Parallel Advisors
California
$42K – – –
1832 Asset Management
182
1832 Asset Management
Ontario, Canada
$37K – – –
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$37K +$27.1K +476 +732%
TCWA
184
Ten Capital Wealth Advisors
Washington
$36K +$29.3K +514 New
HIA
185
Harbor Investment Advisory
Maryland
$30K -$1.31K -23 -5%
EDRH
186
Edmond de Rothschild Holding
Switzerland
$25K +$19.9K +350 New
TWA
187
TCI Wealth Advisors
Arizona
$24K +$19.1K +335 New
SIM
188
Sonora Investment Management
Arizona
$24K +$19.8K +348 New
AIP
189
Ameritas Investment Partners
Nebraska
$23K – – –
TFGT
190
TS Financial Group (TSFG)
Illinois
$21K – – –
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K – – –
BCM
192
Blume Capital Management
California
$18K – – –
CCM
193
Covington Capital Management
California
$18K +$2.85K +50 +25%
HNB
194
Huntington National Bank
Ohio
$17K – – –
CAAS
195
Capital Asset Advisory Services
Michigan
$16K +$12.8K +225 New
AWM
196
Avior Wealth Management
Nebraska
$15K +$12.5K +219 New
CT
197
Caldwell Trust
Florida
$14.5K +$11.8K +207 New
BCWM
198
Bartlett & Co Wealth Management
Ohio
$14K – – –
FCH
199
Freestone Capital Holdings
Washington
$14K – – –
BC
200
Bartlett & Co
Ohio
$14K – – –
5 6 7
8
9

QCLN Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2020, worth a combined $630M — up 286% from $163M a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new QCLN positions and 2 closed out — a net gain of 107 holders — while 67 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $3.56M.

  • 213 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2020, up 286% quarter-over-quarter.
  • 109 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2020 and 2 closed out, a net change of +107 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2020 was UBS Group, an estimated $26.9M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2020.