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First Trust NASDAQ Clean Edge Green Energy Index Fund

197 hedge funds and large institutions have $180M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $214K

3.09% less ownership

Funds ownership: 28.76%25.66% (-3.1%)

7% less funds holding

Funds holding: 211197 (-14)

21% less capital invested

Capital invested by funds: $228M → $180M (-$48.2M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

51% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 84

Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
84
Closed
30
Calls
$1.08M
Puts
$214K
Net Calls
+$868K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.9M -$3.23M -93,188 -16%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$13.8M -$4.7M -135,688 -26%
LPL Financial
3
LPL Financial
California
$13.2M -$2.95M -85,239 -18%
UBS Group
4
UBS Group
Switzerland
$9.15M -$624K -17,990 -6%
Bank of America
5
Bank of America
North Carolina
$7.98M -$1.24M -35,914 -13%
Wells Fargo
6
Wells Fargo
California
$7.94M -$768K -22,156 -9%
First Trust Advisors
7
First Trust Advisors
Illinois
$6.2M -$154K -4,456 -2%
CI
8
CX Institutional
Indiana
$5.82M +$1.79M +51,756 +43%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$5.58M -$1.36M -39,316 -19%
WANY
10
Wealthspire Advisors (New York)
New York
$5.49M -$741K -21,388 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.12M +$324K +9,357 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.05M -$226K -6,532 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.41M +$203K +5,851 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.1M -$1.29M -37,121 -24%
Mariner
15
Mariner
Kansas
$3.95M -$638K -18,394 -14%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.92M +$227K +6,547 +6%
MD
17
Money Design
Japan
$3.75M -$1.15M -33,085 -23%
Ameriprise
18
Ameriprise
Minnesota
$2.83M -$2.05M -59,097 -42%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.83M -$88.2K -2,544 -3%
PCIA
20
Prime Capital Investment Advisors
Kansas
$2.67M -$812K -23,431 -23%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.61M -$508K -14,647 -16%
Goldman Sachs
22
Goldman Sachs
New York
$2.26M -$2.22M -63,921 -49%
PI
23
PFG Investments
New York
$2.21M +$118K +3,409 +6%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$1.72M +$133K +3,832 +8%
RJA
25
Raymond James & Associates
Florida
$1.58M -$178K -5,128 -10%

QCLN Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2024, worth a combined $180M — down 21% from $228M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of QCLN and 21 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 41 added.

The largest buyer was CX Institutional, adding an estimated $1.79M. The largest seller was Rockefeller Capital Management, cutting an estimated $7.98M.

  • 197 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2024, down from 211 in Q1 2024.
  • Funds reported $180M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2024, down 21% quarter-over-quarter.
  • 21 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2024 and 30 closed out, a net change of -9 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2024 was CX Institutional, an estimated $1.79M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2024 was Rockefeller Capital Management, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2024.