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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
176
1832 Asset Management
Ontario, Canada
$41.1K
US Bancorp
177
US Bancorp
Minnesota
$38K -$3.83K -101 -10%
CT
178
Caldwell Trust
Florida
$35.5K -$29.5K -778 -48%
RWPA
179
Richard W. Paul & Associates
Michigan
$34.7K -$9.6K -253 -24%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K -$2.2K -58 -7%
PA
181
Parallel Advisors
California
$32.3K
MWM
182
Mascoma Wealth Management
New Hampshire
$31.8K
HIA
183
Harbor Investment Advisory
Maryland
$29.6K
CG
184
Cutler Group
California
$26K -$4.48K -118 -16%
First Manhattan
185
First Manhattan
New York
$25.3K
SIC
186
SJS Investment Consulting
Ohio
$23K
CPA
187
Clear Point Advisors
New York
$22K +$19.8K +522 New
CIAS
188
Capital Investment Advisory Services
North Carolina
$21.9K -$15.2K -400 -43%
PA
189
PSI Advisors
Florida
$21.1K
VNA
190
Valley National Advisers
Pennsylvania
$20K -$316K -8,329 -94%
CB
191
Centennial Bank
Arkansas
$17.9K
AIP
192
Ameritas Investment Partners
Nebraska
$17.8K
IWP
193
IAG Wealth Partners
Wisconsin
$17.7K
BWM
194
Baystate Wealth Management
Massachusetts
$16.9K +$15.2K +400 New
WIM
195
Westside Investment Management
California
$16.9K -$5.69K -150 -27%
BCM
196
Blume Capital Management
California
$16.9K
MSWM
197
McGlone Suttner Wealth Management
Wisconsin
$16.3K +$14.7K +386 New
BWP
198
Baldwin Wealth Partners
Massachusetts
$15.8K
RCM
199
Raleigh Capital Management
North Carolina
$12.7K
CAS
200
Coppell Advisory Solutions
Texas
$12.5K +$5.43K +143 +93%

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.