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First Trust NASDAQ Clean Edge Green Energy Index Fund

308 hedge funds and large institutions have $716M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 80

13% more capital invested

Capital invested by funds: $631M → $716M (+$84.2M)

6% more funds holding

Funds holding: 291308 (+17)

1.56% more ownership

Funds ownership: 33.58%35.14% (+1.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
109
Reduced
80
Closed
20
Calls
$10.8M
Puts
$2.1M
Net Calls
+$8.67M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$100M +$19.4M +317,539 +22%
LPL Financial
2
LPL Financial
California
$66M +$15.4M +252,930 +28%
Wells Fargo
3
Wells Fargo
California
$37.3M -$1.04M -17,038 -3%
UBS Group
4
UBS Group
Switzerland
$36.8M -$2.4M -39,346 -6%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$29.6M +$900K +14,745 +3%
Bank of America
6
Bank of America
North Carolina
$25.7M -$2.31M -37,906 -8%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$22.3M +$3.73M +61,155 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.3M +$2.01M +32,968 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.9M -$896K -14,683 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$14.9M -$1.53M -25,097 -9%
RJA
11
Raymond James & Associates
Florida
$13.8M +$4M +65,506 +37%
PS
12
Portfolio Strategies
New York
$13.2M -$214K -3,503 -0.7%
MIAN
13
Mariner Independent Advisor Network
Kansas
$12.9M +$1.88M +30,839 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.1M -$269K -4,412 -2%
WANY
15
Wealthspire Advisors (New York)
New York
$11.8M +$144K +2,363 +1%
First Trust Advisors
16
First Trust Advisors
Illinois
$11.2M +$217K +3,553 +2%
Creative Planning
17
Creative Planning
Kansas
$11M +$195K +3,190 +2%
MIH
18
Meitav Investment House
Israel
$10.7M -$1.39M -22,692 -11%
AWM
19
AE Wealth Management
Kansas
$10.5M +$9.6M +157,282 +566%
BHB
20
Bank Hapoalim BM
Israel
$10.4M
MD
21
Money Design
Japan
$9M +$2.94M +48,123 +44%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.05M +$1.52M +24,915 +25%
Ameriprise
23
Ameriprise
Minnesota
$6.95M +$268K +4,387 +4%
CAN
24
Cetera Advisor Networks
California
$6.74M +$360K +5,895 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$6.31M +$2.88M +47,218 +74%

QCLN Hedge Fund Activity: Q3 2022 in Review

308 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2022, worth a combined $716M — up 13% from $631M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new QCLN positions and 20 closed out — a net gain of 20 holders — while 109 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $11M.

  • 308 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2022, up from 291 in Q2 2022.
  • Funds reported $716M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2022, up 13% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2022 and 20 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $19.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2022 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.