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First Trust NASDAQ Clean Edge Green Energy Index Fund

291 hedge funds and large institutions have $631M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.28M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.97% less ownership

Funds ownership: 35.56%33.58% (-2%)

10% less funds holding

Funds holding: 325291 (-34)

19% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 110

27% less capital invested

Capital invested by funds: $864M → $631M (-$232M)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 46

Holders
291
Holders Change
-34
Holders Change %
-10.46%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
89
Reduced
110
Closed
46
Calls
$14.1M
Puts
$2.28M
Net Calls
+$11.8M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75.5M -$27.2M -496,167 -26%
LPL Financial
2
LPL Financial
California
$47.3M -$5.92M -108,057 -11%
UBS Group
3
UBS Group
Switzerland
$35.7M -$2.71M -49,495 -7%
Wells Fargo
4
Wells Fargo
California
$35M +$908K +16,563 +3%
PS
5
Portfolio Strategies
New York
$27.3M -$543K -9,918 -2%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$26.3M +$8.27M +151,009 +43%
Bank of America
7
Bank of America
North Carolina
$25.5M -$9.21M -168,138 -26%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$17.2M +$17.7M +322,940 +4,392%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.3M -$1.94M -35,425 -11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15M -$3.42M -62,401 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.2M +$1.03M +18,858 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.3M -$4.62M -84,299 -28%
MIH
13
Meitav Investment House
Israel
$10.9M -$13.7K -250 -0.1%
WANY
14
Wealthspire Advisors (New York)
New York
$10.7M +$273K +4,981 +2%
MIAN
15
Mariner Independent Advisor Network
Kansas
$10.6M +$2.68M +48,941 +33%
First Trust Advisors
16
First Trust Advisors
Illinois
$10.1M -$182K -3,320 -2%
Creative Planning
17
Creative Planning
Kansas
$9.95M +$1.01M +18,444 +11%
Jane Street
18
Jane Street
New York
$9.62M +$994K +18,143 +11%
BHB
19
Bank Hapoalim BM
Israel
$9.57M
RJA
20
Raymond James & Associates
Florida
$9.23M -$4.35M -79,319 -31%
CCM
21
Consolidated Capital Management
California
$7.21M -$48.8K -891 -0.6%
EWM
22
Elite Wealth Management
Washington
$6.41M -$253K -4,626 -4%
Ameriprise
23
Ameriprise
Minnesota
$6.16M -$779K -14,222 -11%
CAN
24
Cetera Advisor Networks
California
$5.86M +$1.97K +36 +0%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.82M -$772K -14,091 -11%

QCLN Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2022, worth a combined $631M — down 27% from $864M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of QCLN and 15 opened new positions — a net loss of 31 holders — while 110 trimmed existing stakes and 89 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $27.2M.

  • 291 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2022, down from 325 in Q1 2022.
  • Funds reported $631M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2022, down 27% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2022 and 46 closed out, a net change of -31 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2022 was Rockefeller Capital Management, an estimated $17.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.