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First Trust NASDAQ Clean Edge Green Energy Index Fund

213 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 67 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 2

286% more capital invested

Capital invested by funds: $163M → $630M (+$467M)

253% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 19

97% more funds holding

Funds holding: 108213 (+105)

1.72% more ownership

Funds ownership: 29.86%31.58% (+1.7%)

0% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.2M

Holders
213
Holders Change
+105
Holders Change %
+97.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
67
Reduced
19
Closed
2
Calls
$2.21M
Puts
$2.2M
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$79.2M +$24.8M +435,510 +63%
Wells Fargo
2
Wells Fargo
California
$51.8M +$22.9M +402,395 +120%
UBS Group
3
UBS Group
Switzerland
$49.6M +$26.9M +472,872 +203%
LPL Financial
4
LPL Financial
California
$41.2M +$22.8M +401,163 +216%
PS
5
Portfolio Strategies
New York
$31.6M +$16.6M +291,039 +184%
PIM
6
Parker Investment Management
California
$25.6M +$20.7M +364,236 New
Bank of America
7
Bank of America
North Carolina
$23.5M +$10.5M +184,862 +124%
Ameriprise
8
Ameriprise
Minnesota
$21.4M +$11.5M +202,659 +207%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$19M +$8.43M +147,987 +121%
PWS
10
Paragon Wealth Strategies
Florida
$18.5M +$14.4M +253,190 +2,525%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.4M +$6.78M +119,117 +118%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.7M +$3.24M +56,877 +46%
CAN
13
Cetera Advisor Networks
California
$10.7M +$2.7M +47,421 +45%
BHCM
14
Brevan Howard Capital Management
Jersey
$10.1M +$8.19M +143,850 New
Stifel Financial
15
Stifel Financial
Missouri
$9.82M +$2.65M +46,450 +50%
RJA
16
Raymond James & Associates
Florida
$9.75M +$5.16M +90,537 +187%
PAG
17
Private Advisor Group
New Jersey
$9.01M +$6.28M +110,323 +616%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.63M +$2.84M +49,821 +68%
KAS
19
Kestra Advisory Services
Texas
$7.5M +$4.33M +75,960 +244%
MAP
20
Milestone Advisory Partners
North Carolina
$6.79M +$897K +15,742 +19%
AWM
21
AE Wealth Management
Kansas
$6.1M +$4.95M +86,920 New
SS
22
Simplicity Solutions
Minnesota
$5.75M +$4.67M +81,930 New
MF
23
Manchester Financial
California
$5.47M +$872K +15,307 +24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.17M +$2.31M +40,536 +122%
SAM
25
Synergy Asset Management
Washington
$5.08M +$4.12M +72,322 New

QCLN Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2020, worth a combined $630M — up 286% from $163M a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new QCLN positions and 2 closed out — a net gain of 107 holders — while 67 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $3.56M.

  • 213 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2020, up 286% quarter-over-quarter.
  • 109 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2020 and 2 closed out, a net change of +107 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2020 was UBS Group, an estimated $26.9M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2020.