We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.8M -$37.6M -686,462 -39%
LPL Financial
2
LPL Financial
California
$50.4M -$4.94M -90,080 -8%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$36M +$14.7M +268,354 +52%
UBS Group
4
UBS Group
Switzerland
$26.1M -$5.06M -92,286 -14%
Wells Fargo
5
Wells Fargo
California
$24.1M -$7.8M -142,385 -22%
Bank of America
6
Bank of America
North Carolina
$21.9M +$678K +12,374 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.9M -$281K -5,118 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.6M -$907K -16,553 -6%
MD
9
Money Design
Japan
$11.3M +$4.52M +82,502 +52%
Mariner
10
Mariner
Kansas
$10.3M +$10.5M +191,156 +703%
RJA
11
Raymond James & Associates
Florida
$10.2M -$1.45M -26,431 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.79M -$232K -4,234 -2%
WANY
13
Wealthspire Advisors (New York)
New York
$9.56M -$278K -5,071 -2%
MIH
14
Meitav Investment House
Israel
$8.83M
Creative Planning
15
Creative Planning
Kansas
$8.71M -$503K -9,179 -5%
BHB
16
Bank Hapoalim BM
Israel
$8.65M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.62M -$5.67M -103,529 -36%
First Trust Advisors
18
First Trust Advisors
Illinois
$8.52M -$890K -16,238 -8%
IPW
19
Invictus Private Wealth
Colorado
$8.15M +$9.46M +172,629 New
Ameriprise
20
Ameriprise
Minnesota
$6.42M +$880K +16,051 +13%
B
21
Barings
North Carolina
$5.72M +$6.64M +121,158 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.57M -$311K -5,677 -5%
CAN
23
Cetera Advisor Networks
California
$5.38M -$234K -4,265 -4%
KAS
24
Kestra Advisory Services
Texas
$5.14M +$241K +4,393 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.77M -$131K -2,382 -2%

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.