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First Trust NASDAQ Clean Edge Green Energy Index Fund

285 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.5M

23% more capital invested

Capital invested by funds: $512M → $630M (+$118M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.04% more ownership

Funds ownership: 32.41%32.45% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 288285 (-3)

33% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 110

Holders
285
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
74
Reduced
110
Closed
29
Calls
$3.91M
Puts
$1.5M
Net Calls
+$2.41M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$135M -$6.02M -114,932 -15%
LPL Financial
2
LPL Financial
California
$53.3M -$2.49M -47,639 -4%
Morgan Stanley
3
Morgan Stanley
New York
$50.2M -$6.01M -114,761 -11%
UBS Group
4
UBS Group
Switzerland
$29.7M +$838K +15,999 +3%
Wells Fargo
5
Wells Fargo
California
$24.6M -$2.11M -40,200 -8%
Bank of America
6
Bank of America
North Carolina
$21M -$3.21M -61,252 -13%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.5M -$835K -15,953 -6%
Ameriprise
8
Ameriprise
Minnesota
$12.8M +$5.62M +107,235 +78%
Mariner
9
Mariner
Kansas
$12.2M +$818K +15,625 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.8M -$1.09M -20,817 -8%
MD
11
Money Design
Japan
$11.3M -$1.3M -24,884 -10%
WANY
12
Wealthspire Advisors (New York)
New York
$11.1M +$549K +10,486 +5%
RJA
13
Raymond James & Associates
Florida
$11M -$243K -4,644 -2%
First Trust Advisors
14
First Trust Advisors
Illinois
$9.78M +$343K +6,551 +4%
Creative Planning
15
Creative Planning
Kansas
$9.47M -$171K -3,256 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.26M -$281K -5,360 -3%
MIH
17
Meitav Investment House
Israel
$8.43M -$41.7K -796 -0.4%
BHB
18
Bank Hapoalim BM
Israel
$6.39M -$3.19M -61,000 -33%
IPW
19
Invictus Private Wealth
Colorado
$6.31M -$2.72M -51,849 -30%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.05M -$110K -2,104 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.8M +$524K +10,002 +10%
CAN
22
Cetera Advisor Networks
California
$5.66M -$292K -5,584 -5%
Stifel Financial
23
Stifel Financial
Missouri
$5.37M +$199K +3,795 +4%
KAS
24
Kestra Advisory Services
Texas
$5.11M -$577K -11,021 -10%
CI
25
CX Institutional
Indiana
$4.87M +$4.01M +76,600 +413%

QCLN Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2023, worth a combined $630M — up 23% from $512M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QCLN positions and 29 closed out — a net gain of 3 holders — while 74 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.62M. The largest seller was CIBC Private Wealth Group, cutting an estimated $6.02M.

  • 285 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2023, down from 288 in Q4 2022.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2023, up 23% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2023 and 29 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2023 was Ameriprise, an estimated $5.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2023 was CIBC Private Wealth Group, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2023.