We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6%28.76% (-7.8%)

16% less funds holding

Funds holding: 250211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.5M -$55.5M -1,564,393 -73%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$17.9M -$5.35M -150,753 -23%
LPL Financial
3
LPL Financial
California
$16.4M -$5.92M -166,926 -26%
UBS Group
4
UBS Group
Switzerland
$9.96M -$4.85M -136,819 -32%
Bank of America
5
Bank of America
North Carolina
$9.38M -$1.84M -51,826 -16%
Wells Fargo
6
Wells Fargo
California
$8.87M -$2.18M -61,401 -19%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$8.45M +$372K +10,474 +4%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$7.06M +$3.17M +89,353 +78%
First Trust Advisors
9
First Trust Advisors
Illinois
$6.48M +$581K +16,393 +10%
WANY
10
Wealthspire Advisors (New York)
New York
$6.34M +$228K +6,427 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.47M +$266K +7,507 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.38M -$2.07M -58,437 -27%
MD
13
Money Design
Japan
$4.97M +$265K +7,461 +5%
Ameriprise
14
Ameriprise
Minnesota
$4.93M -$5.96M -167,990 -54%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.9M -$298K -8,403 -6%
Mariner
16
Mariner
Kansas
$4.67M -$2.75M -77,426 -37%
Goldman Sachs
17
Goldman Sachs
New York
$4.52M +$4.62M +130,290 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.29M +$1.9M +53,631 +76%
CI
19
CX Institutional
Indiana
$4.14M -$656K -18,498 -13%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.77M -$3.18M -89,525 -45%
PCIA
21
Prime Capital Investment Advisors
Kansas
$3.54M +$435K +12,274 +14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.17M -$295K -8,311 -8%
CA
23
Cetera Advisors
Colorado
$3.13M +$2.49M +70,149 +351%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.98M -$178K -5,005 -6%
PI
25
PFG Investments
New York
$2.14M +$99.3K +2,801 +5%

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.