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ALPS Clean Energy ETF

92 hedge funds and large institutions have $682M invested in ALPS Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 10

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

105% more call options, than puts

Call options by funds: $428K | Put options by funds: $209K

37% more funds holding

Funds holding: 6792 (+25)

33% more capital invested

Capital invested by funds: $513M → $682M (+$169M)

0.98% less ownership

Funds ownership: 65.84%64.86% (-0.98%)

Holders
92
Holders Change
+25
Holders Change %
+37.31%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
38
Reduced
10
Closed
10
Calls
$428K
Puts
$209K
Net Calls
+$219K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$961K +$286K +3,295 +37%
MML Investors Services
27
MML Investors Services
Massachusetts
$954K +$329K +3,799 +45%
FEM
28
Fulcrum Equity Management
Texas
$909K -$753K -8,684 -43%
Truist Financial
29
Truist Financial
North Carolina
$874K +$4.42K +51 +0.5%
HH
30
Hilltop Holdings
Texas
$836K +$929K +10,717 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$749K -$2.1M -24,231 -72%
NFG
32
Next Financial Group
Texas
$720K +$620K +7,150 +345%
KPCM
33
Kings Point Capital Management
New York
$702K +$761K +8,777 +3,954%
Creative Planning
34
Creative Planning
Kansas
$691K +$431K +4,978 +128%
US Bancorp
35
US Bancorp
Minnesota
$681K -$136K -1,569 -15%
WS
36
Wedbush Securities
California
$630K +$700K +8,075 New
SIA
37
Soltis Investment Advisors
Utah
$619K +$687K +7,927 New
HNB
38
Huntington National Bank
Ohio
$551K
CA
39
Cetera Advisors
Colorado
$532K -$797K -9,195 -57%
DADC
40
D.A. Davidson & Co
Montana
$529K +$10.4K +120 +2%
SPC
41
Sigma Planning Corp
Michigan
$502K -$12.6K -145 -2%
EH
42
Equitable Holdings
New York
$467K +$519K +5,985 New
HI
43
Hudock Inc
Pennsylvania
$460K +$31.8K +367 +7%
LSA
44
L & S Advisors
California
$460K +$511K +5,891 New
B
45
Bailard
California
$426K +$76.8K +886 +19%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$426K +$473K +5,459 New
CG
47
Colony Group
Massachusetts
$405K +$450K +5,187 New
SCP
48
Stamos Capital Partners
California
$382K
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$365K -$238K -2,745 -37%
PAG
50
Private Advisor Group
New Jersey
$357K +$103K +1,190 +35%

ACES Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2021, worth a combined $682M — up 33% from $513M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ACES positions and 10 closed out — a net gain of 26 holders — while 38 added to existing stakes and 10 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $149M. The largest seller was Royal Bank of Canada, cutting an estimated $8.01M.

  • 92 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2021, up from 67 in Q4 2020.
  • Funds reported $682M of ALPS Clean Energy ETF stock for Q1 2021, up 33% quarter-over-quarter.
  • 36 funds opened new ALPS Clean Energy ETF positions in Q1 2021 and 10 closed out, a net change of +26 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2021 was Clal Insurance, an estimated $149M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $8.01M sold.

Based on aggregated 13F filings for Q1 2021.