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First Trust NASDAQ Clean Edge Green Energy Index Fund

79 hedge funds and large institutions have $98.7M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more capital invested

Capital invested by funds: $34.7M → $98.7M (+$64M)

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

20% more funds holding

Funds holding: 6679 (+13)

11.92% more ownership

Funds ownership: 22.73%34.66% (+12%)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
20
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1
Golden State Wealth Management
California
$35.3M +$19.1M +747,529 +149,506%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M +$1.39M +54,700 +13%
Wells Fargo
3
Wells Fargo
California
$6.77M +$838K +32,876 +17%
UBS Group
4
UBS Group
Switzerland
$5.21M -$794K -31,143 -15%
Ameriprise
5
Ameriprise
Minnesota
$3.74M +$3.22M +126,107 New
LPL Financial
6
LPL Financial
California
$3.52M +$635K +24,909 +27%
Bank of America
7
Bank of America
North Carolina
$2.61M +$440K +17,242 +24%
MAP
8
Milestone Advisory Partners
North Carolina
$2.6M +$2.23M +87,395 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.54M -$769K -30,153 -26%
CAN
10
Cetera Advisor Networks
California
$1.88M +$1.61M +63,325 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.77M -$728K -28,561 -32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.67M +$272K +10,673 +23%
Stifel Financial
13
Stifel Financial
Missouri
$1.52M +$130K +5,109 +11%
OC
14
Oppenheimer & Co
New York
$1.44M -$606K -23,752 -33%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.19M +$243K +9,538 +31%
RJA
16
Raymond James & Associates
Florida
$1.07M -$14.9K -585 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.06M +$265K +10,399 +41%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.02M
PPW
19
Parcion Private Wealth
Washington
$888K +$698K +27,367 New
Truist Financial
20
Truist Financial
North Carolina
$803K -$648K -25,409 -48%
FAAS
21
First Allied Advisory Services
California
$792K +$193K +7,569 +40%
Jane Street
22
Jane Street
New York
$642K +$551K +21,604 New
CCM
23
Colorado Capital Management
Colorado
$607K -$51.7K -2,026 -9%
RG
24
Rikoon Group
New Mexico
$548K +$60.9K +2,387 +15%
CI
25
CX Institutional
Indiana
$519K +$65.1K +2,554 +17%

QCLN Hedge Fund Activity: Q2 2020 in Review

79 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2020, worth a combined $98.7M — up 184% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QCLN positions and 10 closed out — a net gain of 14 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Golden State Wealth Management, adding an estimated $19.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 79 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2020, up from 66 in Q1 2020.
  • Funds reported $98.7M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2020, up 184% quarter-over-quarter.
  • 24 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2020 and 10 closed out, a net change of +14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2020 was Golden State Wealth Management, an estimated $19.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2020 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.