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First Trust NASDAQ Clean Edge Green Energy Index Fund

29 hedge funds and large institutions have $5.52M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $4.47M → $5.52M (+$1.04M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

10.67% more ownership

Funds ownership: 0%10.67% (+11%)

4% more funds holding

Funds holding: 2829 (+1)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$724K +$83.9K +5,584 +13%
Bank of America
2
Bank of America
North Carolina
$463K +$4.99K +332 +1%
Citadel Advisors
3
Citadel Advisors
Florida
$424K +$411K +27,401 New
VKH
4
Virtu KCG Holdings
New York
$420K +$148K +9,844 +57%
CCP
5
Cardan Capital Partners
Colorado
$357K +$110K +7,323 +46%
SG Americas Securities
6
SG Americas Securities
New York
$343K
Jane Street
7
Jane Street
New York
$314K +$306K +20,392 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$308K +$90.4K +6,021 +43%
UBS Group
9
UBS Group
Switzerland
$306K +$70.9K +4,721 +31%
BF
10
BOK Financial
Oklahoma
$270K +$75.1K +5,000 +40%
CCM
11
Colorado Capital Management
Colorado
$255K
Wells Fargo
12
Wells Fargo
California
$210K -$19.4K -1,290 -9%
TW
13
Transform Wealth
Colorado
$193K -$92.3K -6,150 -33%
LPL Financial
14
LPL Financial
California
$188K -$52.9K -3,524 -23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$165K -$160K -10,631 -50%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$165K -$47.1K -3,139 -23%
Creative Planning
17
Creative Planning
Kansas
$153K
BCM
18
Blume Capital Management
California
$62K
EA
19
Edge Advisors
Georgia
$50K +$49.6K +3,300 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$49K -$14K -932 -23%
IA
21
IFP Advisors
Florida
$35K
US Bancorp
22
US Bancorp
Minnesota
$23K
PSC
23
Prentiss Smith & Co
Vermont
$17K
MFS
24
MSI Financial Services
Massachusetts
$8K
AIP
25
Ameritas Investment Partners
Nebraska
$5K

QCLN Hedge Fund Activity: Q4 2016 in Review

29 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2016, worth a combined $5.52M — up 23% from $4.47M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QCLN positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $411K. The largest seller was Susquehanna International Group, cutting an estimated $160K.

  • 29 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2016, up from 28 in Q3 2016.
  • Funds reported $5.52M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2016, up 23% quarter-over-quarter.
  • 4 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2016 and 3 closed out, a net change of +1 holder.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2016 was Citadel Advisors, an estimated $411K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2016 was Susquehanna International Group, an estimated $160K sold.

Based on aggregated 13F filings for Q4 2016.