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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

32 hedge funds and large institutions have $16.6M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less funds holding

Funds holding: 33 → 32 (-1)

25% less capital invested

Capital invested by funds: $22.3M → $16.6M (-$5.67M)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$974K
2
Citadel Advisors
Citadel Advisors
Florida
+$369K
3
ST
Spinnaker Trust
Maine
+$291K
4
Jane Street
Jane Street
New York
+$140K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$82.9K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$886K
2
HF
HRT Financial
New York
-$538K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$421K
4
RJA
Raymond James & Associates
Florida
-$388K
5
UBS Group
UBS Group
Switzerland
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$7.76M -$1.4K -87 -0%
Bank of America
2
Bank of America
North Carolina
$2.11M -$886K -55,118 -27%
CS
3
Credit Suisse
Switzerland
$1.23M +$974K +60,616 +226%
Morgan Stanley
4
Morgan Stanley
New York
$1.13M +$17.3K +1,075 +1%
ST
5
Spinnaker Trust
Maine
$744K +$291K +18,091 +52%
CFMC
6
Curbstone Financial Management Corp
New Hampshire
$565K +$43.8K +2,725 +7%
Wells Fargo
7
Wells Fargo
California
$453K +$9.63K +599 +2%
LPL Financial
8
LPL Financial
California
$397K -$102K -6,328 -19%
YIA
9
YHB Investment Advisors
Connecticut
$394K -$50.9K -3,170 -10%
Jane Street
10
Jane Street
New York
$391K +$140K +8,728 +46%
Citadel Advisors
11
Citadel Advisors
Florida
$323K +$369K +22,992 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$208K +$35.1K +2,187 +17%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$178K -$421K -26,181 -67%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$164K +$82.9K +5,156 +78%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$141K +$48 +3 +0%
BCM
16
Blume Capital Management
California
$69K – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$64K +$65.9K +4,098 +942%
PSI
18
Pinnacle Summer Investments
Virginia
$59K +$36.6K +2,276 +123%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$57K +$65.1K +4,048 New
UBS Group
20
UBS Group
Switzerland
$50K -$178K -11,078 -76%
AA
21
Apriem Advisors
California
$43K -$32.1K -2,000 -40%
MFS
22
MSI Financial Services
Massachusetts
$30K -$14.5K -900 -30%
AIG
23
American International Group
New York
$16K – – –
PSC
24
Prentiss Smith & Co
Vermont
$16K – – –
CFSG
25
Community Financial Services Group
Vermont
$15K – – –
1
2

QCLN Hedge Fund Activity: Q3 2015 in Review

32 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2015, worth a combined $16.6M — down 25% from $22.3M a quarter earlier.

Fund positioning in QCLN was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Credit Suisse, adding an estimated $974K. The largest seller was Bank of America, cutting an estimated $886K.

  • 32 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2015, down from 33 in Q2 2015.
  • Funds reported $16.6M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2015, down 25% quarter-over-quarter.
  • 4 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2015 and 4 closed out, a net change of 0 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2015 was Credit Suisse, an estimated $974K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2015 was Bank of America, an estimated $886K sold.

Based on aggregated 13F filings for Q3 2015.