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First Trust NASDAQ Clean Edge Green Energy Index Fund

108 hedge funds and large institutions have $163M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

65% more capital invested

Capital invested by funds: $98.7M → $163M (+$64.5M)

37% more funds holding

Funds holding: 79108 (+29)

4.79% less ownership

Funds ownership: 34.66%29.86% (-4.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
+29
Holders Change %
+36.71%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
37
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.7M +$8.8M +229,470 +50%
Wells Fargo
2
Wells Fargo
California
$14.8M +$4.09M +106,665 +47%
UBS Group
3
UBS Group
Switzerland
$10.3M +$2.22M +57,779 +33%
LPL Financial
4
LPL Financial
California
$8.24M +$2.58M +67,230 +57%
PS
5
Portfolio Strategies
New York
$6.96M +$6.08M +158,399 New
Bank of America
6
Bank of America
North Carolina
$6.63M +$2.37M +61,656 +70%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.49M +$1.47M +38,207 +45%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.41M +$3.14M +81,963 +205%
CAN
9
Cetera Advisor Networks
California
$4.64M +$1.59M +41,365 +65%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.46M +$1.71M +44,542 +79%
Ameriprise
11
Ameriprise
Minnesota
$4.34M -$1.09M -28,310 -22%
Stifel Financial
12
Stifel Financial
Missouri
$4.14M +$1.63M +42,372 +83%
MAP
13
Milestone Advisory Partners
North Carolina
$3.59M -$247K -6,429 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.24M +$512K +13,352 +22%
Goldman Sachs
15
Goldman Sachs
New York
$3.11M +$2.69M +70,141 New
MF
16
Manchester Financial
California
$2.78M +$2.4M +62,585 New
FEM
17
Fulcrum Equity Management
Texas
$2.56M +$1.9M +49,456 +597%
OC
18
Oppenheimer & Co
New York
$2.22M +$60.5K +1,578 +3%
RJA
19
Raymond James & Associates
Florida
$2.14M +$473K +12,330 +34%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.09M +$1.81M +47,078 New
ACM
21
Anfield Capital Management
California
$1.93M +$1.67M +43,610 New
IWM
22
IHT Wealth Management
Illinois
$1.82M +$939K +24,484 +148%
NFG
23
Next Financial Group
Texas
$1.62M +$1.4M +36,474 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.47M +$914K +23,812 +257%
KAS
25
Kestra Advisory Services
Texas
$1.41M +$1.2M +31,170 New

QCLN Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2020, worth a combined $163M — up 65% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new QCLN positions and 8 closed out — a net gain of 29 holders — while 37 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.8M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $35.3M sold.

  • 108 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2020, up from 79 in Q2 2020.
  • Funds reported $163M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2020, up 65% quarter-over-quarter.
  • 37 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2020 and 8 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2020 was Morgan Stanley, an estimated $8.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2020 was Golden State Wealth Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2020.