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First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$222K +$22.1K +347 +12%
HSA
202
HBK Sorce Advisory
Pennsylvania
$216K +$198K +3,115 New
JIC
203
Joel Isaacson & Co
New York
$214K +$197K +3,094 New
JP Morgan Chase
204
JP Morgan Chase
New York
$212K -$23.5K -369 -11%
LWM
205
Liberty Wealth Management
California
$212K +$196K +3,078 New
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$210K
PCM
207
Parsons Capital Management
Rhode Island
$208K
ECM
208
ExodusPoint Capital Management
New York
$203K +$186K +2,926 New
RCA
209
Ranch Capital Advisors
Florida
$190K
US Bancorp
210
US Bancorp
Minnesota
$184K -$334K -5,259 -66%
PGWM
211
Parisi Gray Wealth Management
New Jersey
$163K +$149K +2,349 New
VanEck Associates
212
VanEck Associates
New York
$152K +$140K +2,199 New
S
213
SignatureFD
Georgia
$141K
Franklin Resources
214
Franklin Resources
California
$138K
CG
215
Cutler Group
California
$112K -$140K -2,200 -57%
ATC
216
Adirondack Trust Company
New York
$109K -$2.86K -45 -3%
Optiver Holding
217
Optiver Holding
Netherlands
$101K -$652K -10,254 -88%
AIC
218
Ayalon Insurance Company
Israel
$92K +$39.5K +621 +87%
PWP
219
Personal Wealth Partners
Minnesota
$89K +$81.5K +1,282 New
TWA
220
TCI Wealth Advisors
Arizona
$85K
SMG
221
Spectrum Management Group
Indiana
$83K
BCV
222
Banque Cantonale Vaudoise
Switzerland
$81K +$16.2K +254 +28%
BAM
223
Barrett Asset Management
New York
$75K
WWMSC
224
Wagner Wealth Management (South Carolina)
South Carolina
$69K +$7.63K +120 +14%
BWA
225
BDO Wealth Advisors
Florida
$68K -$9.54K -150 -13%

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.