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ALPS Clean Energy ETF

89 hedge funds and large institutions have $614M invested in ALPS Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

7% more funds holding

Funds holding: 8389 (+6)

2.77% more ownership

Funds ownership: 66.94%69.71% (+2.8%)

2% more capital invested

Capital invested by funds: $604M → $614M (+$9.74M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
33
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.03M +$102K +1,423 +10%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$947K -$1.39M -19,432 -57%
RJA
28
Raymond James & Associates
Florida
$923K -$159K -2,223 -13%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$913K -$155K -2,161 -13%
US Bancorp
30
US Bancorp
Minnesota
$907K +$136K +1,900 +16%
Citadel Advisors
31
Citadel Advisors
Florida
$884K -$45.7K -638 -4%
FTUS
32
Flow Traders U.S.
New York
$853K -$1.15M -16,032 -55%
Osaic Holdings
33
Osaic Holdings
Arizona
$803K -$80.4K -1,121 -8%
UBS Group
34
UBS Group
Switzerland
$713K +$521K +7,268 +189%
SAM
35
Sequent Asset Management
Texas
$704K +$788K +10,984 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$684K +$765K +10,670 New
BCMIO
37
Beacon Capital Management Inc (Ohio)
Ohio
$642K +$717K +10,000 New
NFG
38
Next Financial Group
Texas
$584K -$22.2K -310 -3%
DADC
39
D.A. Davidson & Co
Montana
$527K -$358 -5 -0.1%
WS
40
Wedbush Securities
California
$521K -$25.1K -350 -4%
LNC
41
Lincoln National Corp
Pennsylvania
$521K +$39.2K +547 +7%
Creative Planning
42
Creative Planning
Kansas
$486K +$52.6K +734 +11%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$467K
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$465K +$9.18K +128 +2%
EH
45
Equitable Holdings
New York
$420K +$35.8K +500 +8%
HNB
46
Huntington National Bank
Ohio
$389K
HI
47
Hudock Inc
Pennsylvania
$362K -$35.1K -489 -8%
ASN
48
Advisory Services Network
Georgia
$324K +$98K +1,367 +37%
LSA
49
L & S Advisors
California
$315K -$287 -4 -0.1%
RC
50
RegentAtlantic Capital
New Jersey
$285K +$319K +4,443 New

ACES Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2021, worth a combined $614M — up 1.6% from $604M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACES positions and 14 closed out — a net gain of 6 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.9M. The largest seller was Millennium Management, exiting entirely with an estimated $8.75M sold.

  • 89 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $614M of ALPS Clean Energy ETF stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 20 funds opened new ALPS Clean Energy ETF positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $13.9M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2021 was Millennium Management, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2021.