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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

35 hedge funds and large institutions have $46.6M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 37 → 35 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

56% less capital invested

Capital invested by funds: $107M → $46.6M (-$59.9M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
7
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$5.68M
2
Goldman Sachs
Goldman Sachs
New York
+$4.48M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$847K
4
CFMC
Curbstone Financial Management Corp
New Hampshire
+$560K
5
CS
Credit Suisse
Switzerland
+$351K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.2M
2
Bank of America
Bank of America
North Carolina
-$12.3M
3
Wells Fargo
Wells Fargo
California
-$9.87M
4
BTS
BB&T Securities
Virginia
-$6.49M
5
U
UBS
Switzerland
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.95M -$9.87M -516,221 -52%
SG Americas Securities
2
SG Americas Securities
New York
$6.11M +$5.68M +297,216 New
U
3
UBS
Switzerland
$4.83M -$4.17M -218,168 -48%
Goldman Sachs
4
Goldman Sachs
New York
$4.81M +$4.48M +234,175 New
Morgan Stanley
5
Morgan Stanley
New York
$4.07M -$24.2M -1,266,915 -86%
Bank of America
6
Bank of America
North Carolina
$3.95M -$12.3M -642,748 -77%
RJA
7
Raymond James & Associates
Florida
$2.26M -$509K -26,600 -19%
CS
8
Credit Suisse
Switzerland
$1.63M +$351K +18,363 +30%
WA
9
WESPAC Advisors
California
$1.59M -$485K -25,353 -25%
Deutsche Bank
10
Deutsche Bank
Germany
$1.2M +$114K +5,965 +11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$910K +$847K +44,284 New
LPL Financial
12
LPL Financial
California
$790K -$76.4K -3,993 -9%
WSCM
13
Wellington Shields Capital Management
New York
$649K -$4.78K -250 -0.8%
YIA
14
YHB Investment Advisors
Connecticut
$631K +$217K +11,340 +59%
CFMC
15
Curbstone Financial Management Corp
New Hampshire
$602K +$560K +29,300 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$385K -$3.4M -177,579 -90%
MFS
17
MSI Financial Services
Massachusetts
$306K +$44.9K +2,350 +19%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$268K +$250K +13,089 New
VKH
19
Virtu KCG Holdings
New York
$255K +$238K +12,443 New
FAAS
20
First Allied Advisory Services
California
$229K -$72.4K -3,787 -25%
Ameriprise
21
Ameriprise
Minnesota
$224K -$93K -4,862 -31%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$210K -$33.7K -1,761 -15%
AP
23
Advisors Preferred
Maryland
$169K +$70.7K +3,698 +82%
AIG
24
American International Group
New York
$139K +$44.2K +2,309 +52%
BCM
25
Blume Capital Management
California
$101K – – –
1
2

QCLN Hedge Fund Activity: Q2 2014 in Review

35 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2014, worth a combined $46.6M — down 56% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of QCLN and 9 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $5.68M. The largest seller was Morgan Stanley, cutting an estimated $24.2M.

  • 35 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2014, down from 37 in Q1 2014.
  • Funds reported $46.6M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2014, down 56% quarter-over-quarter.
  • 9 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2014 and 11 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2014 was SG Americas Securities, an estimated $5.68M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2014 was Morgan Stanley, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2014.